Federal Tax Associate — Private Client Tax & Planning

RSM; Austin (TX); On-site; USD 70,000 - 84,000; Full time

Job summary

RSM is a leading provider of professional services for the middle market, offering a culture that values growth, collaboration, and client focus. The role supports high net worth families, estates, and private foundations through strategic tax planning and compliance work.

The candidate will work closely with clients and teams, preparing federal and state tax returns, and developing cutting-edge tax ideas to optimize tax outcomes.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• CPA exam eligibility, licensed JD or Enrolled Agent.
• Strong communication and collaborative teamwork skills.
• Excellent client relations and ability to gather information for client engagements.
• Outstanding organizational skills with multitasking ability.

Responsibilities

• Work with high net worth families, closely held businesses, estates, trusts and private foundations.
• Develop strong client relationships based on understanding needs and challenges.
• Complete tax planning and research.
• Prepare federal and state & local tax returns.
• Understand reporting requirements of different entity structures and compliance processes; develop cutting edge tax ideas to lessen tax rates.
• Leverage tax knowledge to bring work to completion for review.
• Demonstrate awareness of assurance levels related to tax positions through memoranda and documentation.
• Stay current on tax legislation relevant to Private Client Service clients.

Skills

Clear communication

Client relations

Team collaboration

Organizational skills

Education

Bachelor's degree in accounting or business-related field

CPA exam eligible

Licensed JD

Enrolled Agent

Job description

RSM is a leading provider of professional services for the middle market, offering a culture that values growth, collaboration, and client focus. The role supports high net worth families, estates, and private foundations through strategic tax planning and compliance work.

The candidate will work closely with clients and teams, preparing federal and state tax returns, and developing cutting-edge tax ideas to optimize tax outcomes.