Tax Associate: Private Client & Estate Tax Expert

RSM US LLP; Omaha (NE); On-site; USD 60,000 - 71,000; Full time

Job summary

RSM US LLP in Omaha seeks an associate who works with large and small companies across industries. They develop strong client relationships by understanding their businesses and challenges, and they participate in multiple team engagements each year rather than a single assignment.

The role involves tax planning, researching issues, and preparing federal and state returns. RSM offers competitive benefits, flexible scheduling, equal opportunity employment, and accommodations on request.

Qualifications

• Bachelor's degree in Accounting (or BA/BS equivalent).
• Travel to assigned client locations may be required.
• Minimum 3.0 GPA preferred.
• Excellent written and verbal communication skills.
• Strong computer skills, including proficiency in Microsoft Excel.

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 lessen clients' overall tax rates.
• Leveraging tax knowledge to bring work to completion for review.
• Staying current on tax legislation relevant to Private Client Service clients.

Skills

Excellent written and verbal skills

Teamwork

Multitasking in fast-paced environment

Microsoft Excel

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

RSM US LLP in Omaha seeks an associate who works with large and small companies across industries. They develop strong client relationships by understanding their businesses and challenges, and they participate in multiple team engagements each year rather than a single assignment.

The role involves tax planning, researching issues, and preparing federal and state returns. RSM offers competitive benefits, flexible scheduling, equal opportunity employment, and accommodations on request.