Private Client Tax Associate | Flexible Schedule & CPA Path

RSM US LLP; St. Louis (MO); On-site; USD 62,000 - 74,000; Full time

Job summary

RSM US LLP is seeking a tax associate to join our Private Client Service team in the United States. You will work with high net worth families, closely held businesses, estates and private foundations, developing client relationships and handling tax planning, research, and return preparation.

The ideal candidate holds a BA/BS (Accounting) with a minimum 3.0 GPA and travel flexibility. CPA exam progress, strong communication, Excel skills, and teamwork are highly valued.

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

Job description

RSM US LLP is seeking a tax associate to join our Private Client Service team in the United States. You will work with high net worth families, closely held businesses, estates and private foundations, developing client relationships and handling tax planning, research, and return preparation.

The ideal candidate holds a BA/BS (Accounting) with a minimum 3.0 GPA and travel flexibility. CPA exam progress, strong communication, Excel skills, and teamwork are highly valued.