FY28 Federal Tax Services Associate - Private Company

RSM US LLP; Milwaukee (WI); Hybrid; USD 62,000 - 74,000; Full time

Job summary

RSM US LLP in Milwaukee, WI seeks a tax professional to serve high net worth clients, estates, trusts and foundations. You will prepare federal/state tax returns, conduct planning and research, and help manage client relationships.

The role offers a hybrid work model and opportunities for advancement within Private Client Services. Requirements include a Bachelor's in accounting or related field, CPA/JD/EA eligibility, strong communication, and organizational skills.

Qualifications

• Bachelor's degree in accounting or business-related field required.
• CPA, JD or Enrolled Agent designation may be required/licensed.
• Strong written and verbal communication; collaborative team player.
• Excellent client relations and interpersonal skills for client engagements.
• Outstanding organizational skills; ability to handle multiple priorities.

Responsibilities

• Working with high net worth families, closely held businesses, estates, trusts and private foundations
• Developing strong client relationships built on understanding client needs
• Completing tax planning and research
• Preparing federal and state & local tax returns
• Understanding reporting requirements of different entity structures and compliance
• Developing cutting-edge tax ideas to reduce clients' tax rates
• Leveraging tax knowledge to bring work to completion for review
• Writing memoranda on complex tax issues for clients
• Staying current on tax legislation relevant to Private Client Service clients

Skills

Strong communication

Client relations

Organizational skills

Team collaboration

Education

Bachelor's degree in accounting or related field

CPA/JD/Enrolled Agent designation

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

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

Required Qualifications

• Bachelor's degree in accounting or business-related field
• Required coursework to sit for CPA exam, licensed JD or enrolled agent
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team
• Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks

Preferred Qualifications

• CPA, JD or Enrolled Agent designation
• LL.M. in Taxation and/or Master's in Taxation

At RSM, we offer a competitive benefits and compensation package for all our people.

We believe flexibility and in-person connection both play an important role in how we work and grow.

Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.

RSM will consider for employment qualified applicants with arrest or conviction records.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $61,600 - $73,500

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.