Private Client Tax Associate — Hybrid & Growth Path

RSM US LLP; Melbourne (FL); Hybrid; USD 63,000 - 76,000; Full time

Job summary

RSM US LLP in Melbourne, FL seeks a tax associate to support high-net-worth families, closely held businesses, estates, trusts and private foundations. You will perform tax planning, research, and prepare federal and state tax returns while building client relationships.

The role emphasizes understanding diverse entity structures, staying current on tax laws, and contributing to cutting-edge ideas that improve client outcomes. Hybrid work options are available.

Qualifications

• Bachelor's degree in Accounting or equivalent; minimum GPA 3.0 preferred.
• CPA exam in progress preferred for tax associates.
• Travel to assigned client locations may be required.
• Access to reliable transportation to client locations.

Responsibilities

• Working with high-net-worth families, closely held businesses, estates, trusts and private foundations.
• Developing strong relationships with clients based on understanding needs.
• Completing tax planning and research.
• Preparing federal and state & local tax returns.
• Understanding reporting requirements of different entity structures and compliance processes.
• Increasing involvement in developing cutting edge tax ideas to lessen clients’ effective tax rates.
• Leveraging tax knowledge to bring work to completion for review.
• Writing memoranda and other documentation on complex tax issues for clients.

Skills

Communication skills

Excel

Teamwork

Multitasking

Adaptability

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

RSM US LLP in Melbourne, FL seeks a tax associate to support high-net-worth families, closely held businesses, estates, trusts and private foundations. You will perform tax planning, research, and prepare federal and state tax returns while building client relationships.

The role emphasizes understanding diverse entity structures, staying current on tax laws, and contributing to cutting-edge ideas that improve client outcomes. Hybrid work options are available.