Private Client Tax Advisor — Federal & State Returns

RSM US LLP; Rockford Township (IL); Hybrid; USD 66,000 - 79,000; Full time

Benefits offered by this job

Hybrid workstyle

Job summary

RSM US LLP is seeking a tax professional for Private Client Services to join our Rockford-area team. You will work with high net worth families, estates, trusts and private foundations, delivering planning, research and compliance support.

You will prepare federal and state tax returns, develop tax ideas to optimize client outcomes, and collaborate with advisors to deliver exceptional service while staying current on tax legislation affecting clients.

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.

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

Strong communication

Client relations

Organizational skills

Collaborative team work

Education

Bachelor's degree in accounting or business-related field

CPA, JD or Enrolled Agent

LL.M. in Taxation (preferred)

Job description

RSM US LLP is seeking a tax professional for Private Client Services to join our Rockford-area team. You will work with high net worth families, estates, trusts and private foundations, delivering planning, research and compliance support.

You will prepare federal and state tax returns, develop tax ideas to optimize client outcomes, and collaborate with advisors to deliver exceptional service while staying current on tax legislation affecting clients.