Federal Tax Associate - Private Client Specialist

RSM; Mishawaka (IN); On-site; USD 70,000 - 84,000; Full time

Job summary

RSM in Mishawaka, IN invites applicants for a Private Client Services tax position. You will work with high net worth families, estates, trusts and private foundations, delivering planning, research, and compliant federal/state/local returns.

Build strong client relationships and stay current on tax law affecting diverse entities. The role emphasizes collaboration, excellent communication, and organizational skills, with opportunities to contribute innovative tax ideas and strategies within a

Qualifications

• Bachelor’s degree in accounting or business-related field is required.
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team.
• Excellent client relations and interpersonal skills with the ability to work closely with clients to answer questions or collect information.

Responsibilities

• Working with high net worth families, closely held businesses, estates, trusts and private foundations.
• Developing strong working relationships with clients built on understanding their needs and challenges.
• Completing tax planning and research.
• Preparing federal and state & local tax returns.
• Developing a general understanding of reporting requirements of different entity structures and the compliance process.
• Increasing involvement in developing cutting edge tax ideas to lessen clients’ effective tax rates.
• Leveraging tax knowledge to bring work to completion for review.
• Staying current on tax legislation relevant to Private Client Service clients.

Skills

Communication

Client relationships

Organization

Education

Bachelor’s degree in accounting or business-related field

CPA exam coursework / licensure

JD or Enrolled Agent

LL.M. in Taxation

Job description

RSM in Mishawaka, IN invites applicants for a Private Client Services tax position. You will work with high net worth families, estates, trusts and private foundations, delivering planning, research, and compliant federal/state/local returns.

Build strong client relationships and stay current on tax law affecting diverse entities. The role emphasizes collaboration, excellent communication, and organizational skills, with opportunities to contribute innovative tax ideas and strategies within a