Private Client Tax Associate — Hybrid Role

RSM US LLP; Rockford (IL); Hybrid; USD 66,000 - 79,000; Full time

Job summary

RSM US LLP in the United States is seeking a tax professional to join our Private Client Services group. You will work with high net worth families, closely held businesses, estates, trusts and private foundations, delivering planning, research and compliant tax returns.

The role emphasizes collaboration, client service excellence and ongoing learning in a hybrid work environment across offices, with competitive compensation and benefits.

Qualifications

• Bachelor’s degree in accounting or business-related field.
• Coursework to sit for CPA exam, licensed JD or enrolled agent.
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team.
• Excellent client relations and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements.
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks.

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 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 through memoranda and written documentation on complex tax issues
• Staying current on tax legislation relevant to Private Client Service clients

Skills

Strong communication skills

Excellent client relations

Organizational skills

Team collaboration

Education

Bachelor’s degree in accounting or business-related field

CPA/JD/Enrolled Agent coursework or designation

LL.M. in Taxation or Master’s in Taxation (preferred)

Job description

RSM US LLP in the United States is seeking a tax professional to join our Private Client Services group. You will work with high net worth families, closely held businesses, estates, trusts and private foundations, delivering planning, research and compliant tax returns.

The role emphasizes collaboration, client service excellence and ongoing learning in a hybrid work environment across offices, with competitive compensation and benefits.