Tax Senior Associate: UHNW & Family Office Advisory

rsm; Baltimore (MD); On-site; USD 90,000 - 120,000; Full time

Job summary

RSM is seeking a Tax Senior Associate to deliver comprehensive tax planning and compliance for a diverse client base, including individuals, entities, trusts, and high-net-worth families. You will work within a collaborative team, leveraging technology to enhance accuracy and advisory capabilities.

The role focuses on developing technical tax expertise, building client relationships, and mentoring junior staff while delivering high-quality results in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA licensure eligibility or bar exam requirements by start date.
• Minimum two years experience in public accounting or tax-related work.
• Proficiency in Microsoft Excel.
• Ability to meet client service, quality, and deadlines.

Responsibilities

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting.
• Review of work to ensure high quality results.
• Delegate work to team members while providing coaching to develop others.
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service.
• Review client's current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure.

Skills

Communication

Project management

Client service

Time management

Education

Bachelor's degree in Accounting

CPA licensure eligibility

Tools

Microsoft Excel

Job description

RSM is seeking a Tax Senior Associate to deliver comprehensive tax planning and compliance for a diverse client base, including individuals, entities, trusts, and high-net-worth families. You will work within a collaborative team, leveraging technology to enhance accuracy and advisory capabilities.

The role focuses on developing technical tax expertise, building client relationships, and mentoring junior staff while delivering high-quality results in a fast-paced environment.