Private Client Tax Associate Hybrid, Tax Planning

Financeroles; Mishawaka (IN); Hybrid; USD 62,000 - 74,000; Full time

Job summary

RSM in Mishawaka, IN is seeking a tax professional to work with high net worth families, closely held businesses, estates, trusts and private foundations. You will develop strong client relationships, perform tax planning and research, and prepare federal and state and local tax returns while learning reporting requirements for different entity structures.

The role supports a hybrid workstyle with in-person collaboration when needed.

Qualifications

• Bachelor’s degree in accounting or business-related field required.
• CPA exam, licensed JD or enrolled agent required or preferred.

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 understanding of reporting requirements for different entity structures and the compliance process.

Skills

Strong communication skills

Excellent client relations

Organizational skills

Team collaboration

Education

Bachelor’s degree in accounting or business-related field

CPA exam, licensed JD or enrolled agent

Job description

RSM in Mishawaka, IN is seeking a tax professional to work with high net worth families, closely held businesses, estates, trusts and private foundations. You will develop strong client relationships, perform tax planning and research, and prepare federal and state and local tax returns while learning reporting requirements for different entity structures.

The role supports a hybrid workstyle with in-person collaboration when needed.