Tax Associate - Federal & Private Client Services

RSM US LLP; Kansas City (MO); On-site; USD 62,000 - 74,000; Full time

Job summary

RSM US LLP is seeking a Tax Associate to work with high net worth families, closely held businesses, estates, trusts, and private foundations, delivering tax planning and return preparation across federal, state, and local levels.

Qualified candidates have a BA/BS (Accounting major), travel flexibility, and the CPA track; strong written/verbal communication, Excel skills, and teamwork are essential in a client-driven, fast-paced environment.

Qualifications

• Minimum BA or BS degree or equivalent from an accredited university.
• Accounting major.
• Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations.
• Minimum 3.0 GPA preferred.
• Working toward the successful completion of the CPA exam.

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

Skills

Communication skills

Teamwork

Multitasking

Education

Bachelor's degree

Accounting major

Tools

Microsoft Excel

Job description

RSM US LLP is seeking a Tax Associate to work with high net worth families, closely held businesses, estates, trusts, and private foundations, delivering tax planning and return preparation across federal, state, and local levels.

Qualified candidates have a BA/BS (Accounting major), travel flexibility, and the CPA track; strong written/verbal communication, Excel skills, and teamwork are essential in a client-driven, fast-paced environment.