Tax Senior Associate - Private Company

RSM US LLP; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

RSM US LLP’s Private Company team in Boston is seeking a dynamic Tax Senior Associate to join our expanding Business Tax practice. The role focuses on closely held businesses and their owners, with opportunities to support ultra-high-net-worth individuals and family offices.

You’ll work closely with clients, advising on tax planning, compliance, and strategy while developing professionally through structured career paths.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• Minimum of 2 years in public accounting with an emphasis on taxation.
• Eligible to sit for CPA exam or licensed EA/JD.
• Strong knowledge of tax code and compliance.
• Excellent communication and teamwork skills.

Responsibilities

• Prepare complex tax returns for Partnerships, S corp, C corp, individuals and fiduciaries.
• Conduct detailed review and analysis of tax returns.
• Research and summarize tax issues with supporting conclusions.
• Develop, motivate, and train staff and interns.
• Interact with clients to answer questions and gather information.
• Stay up-to-date on tax law changes and best practices.
• Other duties as assigned and some travel may be required.

Skills

Tax research

Tax compliance

Client communication

Mentoring staff

Team collaboration

Education

Bachelor's degree in Accounting

CPA eligibility / EA / JD

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s Private Company team is looking for a dynamic Tax Senior Associate to join our expanding Business Tax practice.

At RSM, our Private Company practice is rooted in strong relationships based on a deep understanding of what matters most to our clients. Our team of first choice advisors is aligned to focus on closely held businesses and their owners. Our Private Company professional may also support ultra-high net worth individuals and small family offices.

We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions. Our community of professionals is focused on your success. Our leadership team and other professionals will support you and your development through: Exposure to strategic tax planning, business advisory and compliance work A customized well-defined career path to match your professional goals Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth.

Our team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, and specialists throughout RSM to reach these goals.

Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help owners, and their families achieve their long-term goals.

Responsibilities

• Prepare complex Partnership, S Corporation, C Corporation, individual and fiduciary tax returns
• Detailed review and analysis of tax returns
• Performing, documenting, and summarizing research and conclusions regarding specific tax issues
• Develop, motivate, and train Staff and Intern level team members
• Interact directly with clients handling questions, planning, concerns, etc.
• Remain up-to-date on current tax practices and changes in tax law
• Other duties as assigned
• Some travel may be required (varies based on location, line of business and client need)

Basic Qualifications

• Bachelor’s degree in Accounting or business-related field
• Minimum of 2 years of experience working in public accounting with an emphasis on taxation
• Must be eligible to sit for the CPA exam, EA or a licensed JD Experience preparing and reviewing returns
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications

• Masters of Accounting, Masters of Taxation or MBA preferred
• Active CPA, JD/LLM, or EA Experience with private client or business taxation with a desire to grow skills in the Private Company arena
• Strong technical skills in accounting and tax preparation, industry specialization a plus

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.