FY28 Federal Tax Associate - Private Company
About The Position
The Federal Tax Associate will serve private company and private client service clients, including high-net-worth families, closely held businesses, estates, trusts, and private foundations. The role involves preparing federal and state and local tax returns, conducting tax planning and research, and developing an understanding of entity reporting requirements and tax compliance processes. The associate will build client relationships, help develop tax strategies, bring work to completion for review, document complex tax issues, and stay current on tax legislation relevant to Private Client Service clients.
Requirements
- Bachelor’s degree in accounting or a business-related field.
- Required coursework to sit for the CPA exam, a licensed JD, or enrolled agent status.
- Strong written and verbal communication skills and ability to work as part of a collaborative team.
- Excellent client relations and interpersonal skills, including the ability to work closely with clients to answer questions or collect information for client service engagements.
- Outstanding organizational skills, ability to handle multiple priorities, and ownership of assigned tasks.
Nice To Haves
- CPA, JD, or Enrolled Agent designation.
- LL.M. in Taxation and/or Master’s in Taxation.
Responsibilities
- Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations.
- Develop strong working relationships with clients by understanding their needs and challenges.
- Complete tax planning and research.
- Prepare federal and state and local tax returns.
- Develop a general understanding of reporting requirements for different entity structures and the compliance process.
- Increase involvement in developing tax ideas that could lessen clients’ overall effective tax rates.
- Use tax knowledge and an understanding of the tax preparation process to bring work to completion for review.
- Demonstrate awareness of differing levels of assurance related to tax positions through memoranda and other written documentation on complex tax issues for business and private tax clients.
- Stay current on tax legislation relevant to Private Client Service clients.
Benefits
- Competitive benefits and compensation package; details are available through RSM’s total rewards information.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
