Federal Tax Associate: Tax Planning & Returns

RSM; Melbourne (FL); Hybrid; USD 63,000 - 76,000; Full time

Job summary

RSM in the United States is seeking an experienced tax associate to serve high-net-worth families, closely held businesses, estates, trusts and private foundations. You will build client relationships, perform tax planning and prepare federal and state tax returns, while improving knowledge of entity structures and compliance.

The role offers a hybrid work model with travel to client sites as needed; strong communication, Excel skills, and teamwork are essential as you contribute to cutting-edge

Qualifications

• Minimum B.A. or B.S. degree or equivalent from an accredited university
• Accounting major
• Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
• Minimum 3.0 GPA preferred
• Working toward CPA exam - tax associates have the opportunity to obtain audit hours required for full certification
• Excellent written and verbal communication skills
• Strong computer skills, including proficiency in Microsoft Excel
• Ability to work effectively on a team
• Ability to work and multitask in a fast-paced environment

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 understating of reporting requirements of different entity structures and the compliance process
• Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates
• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review
• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients
• Staying current on tax legislation relevant to Private Client Service clients

Skills

Communication skills

Teamwork

Time management

Adaptability

Education

BA/BS in Accounting

Accounting major

Tools

Microsoft Excel

Job description

RSM in the United States is seeking an experienced tax associate to serve high-net-worth families, closely held businesses, estates, trusts and private foundations. You will build client relationships, perform tax planning and prepare federal and state tax returns, while improving knowledge of entity structures and compliance.

The role offers a hybrid work model with travel to client sites as needed; strong communication, Excel skills, and teamwork are essential as you contribute to cutting-edge