Private Client Tax Associate, Flexible Schedule

rsm; Omaha (NE); On-site; USD 70,000 - 90,000; Full time

Job summary

RSM is a leading provider of professional services to the middle market. We work with clients across industries, developing strong client relationships and delivering tailored tax solutions.

Our team emphasizes collaboration, growth, and a commitment to equal opportunity in a diverse environment. At RSM, associates engage with challenging engagements, travel to client locations as needed, and have opportunities to pursue CPA certification while contributing to cutting-edge tax ideas and

Qualifications

• Minimum B.A. or B.S. degree or equivalent from an accredited university.
• Accounting major.
• Travel to assigned client locations may be required; access to reliable transportation.

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 an understanding of reporting requirements of different entity structures and the compliance process.
• Increasing involvement in developing tax ideas to lessen clients’ effective 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

Excel proficiency

Team collaboration

Communication skills

Multitasking

Willingness to travel

Education

B.A./B.S. degree in accounting

Tools

Microsoft Excel

Job description

RSM is a leading provider of professional services to the middle market. We work with clients across industries, developing strong client relationships and delivering tailored tax solutions.

Our team emphasizes collaboration, growth, and a commitment to equal opportunity in a diverse environment. At RSM, associates engage with challenging engagements, travel to client locations as needed, and have opportunities to pursue CPA certification while contributing to cutting-edge tax ideas and