FY28 Federal Tax Associate - Family Office
About The Position
RSM associates work with large and small companies across various industries, building strong client relationships by understanding clients’ businesses and challenges. Associates work on multiple team engagements each year and contribute to several parts of each assignment in a mutually respectful team environment. This position focuses on federal tax work for a family office and may involve a range of tax specialty areas, including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not-for-profit organizations. The role includes tax planning and research, preparing federal and state and local tax returns, and understanding tax regulations and accounting pronouncements. Most RSM roles use a hybrid workstyle, with team members aligned to an RSM office and meeting in person when useful for client work, collaboration, development, or relationship-building. Travel to assigned client locations is required.
Requirements
- Minimum B.A. or B.S. degree, or equivalent, from an accredited university.
- Accounting major.
- Must have access to and ability to arrange reliable transportation to assigned client locations.
- Excellent written and verbal communication skills.
- Strong computer skills, including proficiency in Microsoft Excel.
- Ability to work effectively on a team.
Nice To Haves
- Minimum 3.0 GPA preferred.
- Working toward successful completion of the CPA exam; tax associates have the opportunity to obtain the audit hours required for full certification.
Responsibilities
- Work on a team focused on a range of tax specialty areas, potentially including accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not-for-profit organizations.
- Complete tax planning and research.
- Prepare federal and state and local tax returns.
- Understand tax regulations and accounting pronouncements.
- Travel to assigned client locations.
Benefits
- Competitive benefits and compensation package.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
