Private Client Tax Associate — Flexible Hours & Growth

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

Job summary

RSM US LLP is a leading professional services firm serving the middle market. The firm helps high net worth families, closely held businesses, estates and foundations with tax planning, compliance and strategic advisory services in a collaborative team environment.

The role involves preparing federal and state tax returns, staying current on tax legislation, and contributing to innovative tax strategies that reduce clients’ overall tax burden.

Qualifications

• Bachelor's degree in accounting or business-related field is required.
• coursework to sit for CPA exam, licensed JD or enrolled agent is required.
• Strong communication skills (written and verbal) with the ability to work in a collaborative team.

Responsibilities

• Work with high net worth families, closely held businesses, estates, trusts and private foundations.
• Develop strong working relationships with clients built on understanding their needs and challenges.
• Complete tax planning and research.
• Prepare federal and state & local tax returns.
• Develop a general understanding of reporting requirements of different entity structures and the compliance process.
• Increase involvement in developing cutting edge tax ideas that could significantly lessen clients' overall effective tax rates.
• Leverage tax knowledge and understanding of the tax preparation process to bring work to completion for review.
• Demonstrate awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation.
• Staying current on tax legislation relevant to Private Client Service clients.

Skills

Strong communication

Client relations

Organizational skills

Education

Bachelor's degree in accounting or business-related field

CPA JD Enrolled Agent coursework

Job description

RSM US LLP is a leading professional services firm serving the middle market. The firm helps high net worth families, closely held businesses, estates and foundations with tax planning, compliance and strategic advisory services in a collaborative team environment.

The role involves preparing federal and state tax returns, staying current on tax legislation, and contributing to innovative tax strategies that reduce clients’ overall tax burden.