Private Client Tax Associate (Hybrid)

rsm; Milwaukee (WI); Hybrid; USD 62,000 - 74,000; Full time

Benefits offered by this job

Hybrid work model

Total rewards package

Job summary

RSM seeks a tax professional to serve high net worth families, closely held businesses, estates and private foundations. You will prepare federal/state tax returns, conduct planning, and research while building strong client relationships in a collaborative, high-identity team.

The role supports hybrid work at our Milwaukee office and requires CPA/JD/EA eligibility or coursework. We value communication, organization, and the ability to handle multiple priorities while delivering accurate, timely

Qualifications

• Bachelor's degree in accounting or business-related field.
• Qualified to sit for CPA exam, licensed JD or enrolled agent.
• Strong communication and client service skills.
• Excellent organizational abilities with ability to manage multiple priorities.

Responsibilities

• Work with high net worth families, closely held businesses, estates, trusts and private foundations.
• Develop strong relationships with clients and understand their needs and challenges.
• Prepare federal and state & local tax returns.
• Conduct tax planning and research.
• Develop understanding of reporting requirements for different entity structures and compliance.
• Draft memoranda and documentation on complex tax issues for clients.
• Stay current on tax legislation relevant to Private Client Service clients.
• Support review and collaboration to bring work to completion.

Skills

Strong communication

Client relations

Organizational skills

Team collaboration

Education

Bachelor's degree in accounting or business-related field

CPA/JD/Enrolled Agent eligibility

Job description

RSM seeks a tax professional to serve high net worth families, closely held businesses, estates and private foundations. You will prepare federal/state tax returns, conduct planning, and research while building strong client relationships in a collaborative, high-identity team.

The role supports hybrid work at our Milwaukee office and requires CPA/JD/EA eligibility or coursework. We value communication, organization, and the ability to handle multiple priorities while delivering accurate, timely