Tax Associate: High-Net-Worth & Partner Returns

RSM US LLP; San Antonio (TX); Hybrid; USD 59,000 - 97,000; Full time

Job summary

RSM US LLP in Texas is seeking Tax Associates to support Partner Returns Group. You will work face-to-face with U.S. partners and team members through the compliance process, building relationships and ensuring accurate tax return preparation.

The role emphasizes collaboration, discretion with confidential information, and continuous learning in a hybrid work environment, balancing client needs with personal life.

Qualifications

• 0-2 years' experience in public accounting with an emphasis in High Net-Worth Taxation.
• Degree in Accounting or related field; Master's in Taxation is a plus.
• Ability to deal with highly confidential information.
• Ability to prioritize tasks based on importance and urgency.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office and Adobe Acrobat; team collaboration.

Responsibilities

• Prepare medium/complex federal, state, and local tax returns.
• Handle returns with multiple state filings and credits.
• Reconcile documentation provided by partners and identify inconsistencies.
• Apply tax knowledge to bring work to completion for review.
• Stay current on tax legislation relevant to partners.

Skills

Communication skills

Team collaboration

Confidential information handling

Prioritization

Attention to detail

Microsoft Office

Adobe Acrobat

Public accounting knowledge

Education

Bachelor's degree in Accounting

Master's in Taxation a plus

Tools

Microsoft Office (Word, Excel, Outlook, PowerPoint)

Adobe Acrobat

Job description

RSM US LLP in Texas is seeking Tax Associates to support Partner Returns Group. You will work face-to-face with U.S. partners and team members through the compliance process, building relationships and ensuring accurate tax return preparation.

The role emphasizes collaboration, discretion with confidential information, and continuous learning in a hybrid work environment, balancing client needs with personal life.