Tax Services Associate - Hybrid (Private Client & Estates)

RSM US LLP; Milwaukee (WI); Ibrido; USD 62.000 - 74.000; Tempo pieno

Descrizione del lavoro

RSM US LLP in Milwaukee, WI seeks a tax professional to serve high net worth clients, estates, trusts and foundations. You will prepare federal/state tax returns, conduct planning and research, and help manage client relationships.

The role offers a hybrid work model and opportunities for advancement within Private Client Services. Requirements include a Bachelor's in accounting or related field, CPA/JD/EA eligibility, strong communication, and organizational skills.

Competenze

• Bachelor's degree in accounting or business-related field required.
• CPA, JD or Enrolled Agent designation may be required/licensed.
• Strong written and verbal communication; collaborative team player.
• Excellent client relations and interpersonal skills for client engagements.
• Outstanding organizational skills; ability to handle multiple priorities.

Mansioni

• Working with high net worth families, closely held businesses, estates, trusts and private foundations
• Developing strong client relationships built on understanding client needs
• Completing tax planning and research
• Preparing federal and state & local tax returns
• Understanding reporting requirements of different entity structures and compliance
• Developing cutting-edge tax ideas to reduce clients' tax rates
• Leveraging tax knowledge to bring work to completion for review
• Writing memoranda on complex tax issues for clients
• Staying current on tax legislation relevant to Private Client Service clients

Conoscenze

Strong communication

Client relations

Organizational skills

Team collaboration

Formazione

Bachelor's degree in accounting or related field

CPA/JD/Enrolled Agent designation

Descrizione del lavoro

RSM US LLP in Milwaukee, WI seeks a tax professional to serve high net worth clients, estates, trusts and foundations. You will prepare federal/state tax returns, conduct planning and research, and help manage client relationships.

The role offers a hybrid work model and opportunities for advancement within Private Client Services. Requirements include a Bachelor's in accounting or related field, CPA/JD/EA eligibility, strong communication, and organizational skills.