Federal Tax Associate (Fall 2027)
About The Position
The Federal Tax Associate works with large and small companies, high-net-worth families, closely held businesses, estates, trusts, and private foundations across a range of industries. Associates build client relationships by understanding clients’ businesses, needs, and challenges, and contribute to multiple team engagements each year. The role involves tax planning, research, preparation of federal and state and local tax returns, and work on reporting and compliance for different entity structures. Associates use tax knowledge to complete work for review, document complex tax issues, stay current on relevant tax legislation, and help develop tax ideas that may reduce clients’ overall effective tax rates. Travel to assigned client locations may be required. Most roles follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when appropriate for clients, teams, development, or relationship-building.
Requirements
- Minimum B.A. or B.S. degree, or equivalent, from an accredited university.
- Accounting major.
- Travel to assigned client locations may be required; must have access to and be able to arrange reliable transportation to those locations.
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.
- Excellent written and verbal communication skills.
- Strong computer skills, including proficiency in Microsoft Excel.
- Ability to work effectively on a team.
- Ability to work and multitask in a fast-paced environment.
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 understanding of the tax preparation process to complete work for review.
- Document complex tax issues for business and private tax clients through memoranda and other written materials, demonstrating awareness of differing levels of assurance related to tax positions taken.
- Stay current on tax legislation relevant to Private Client Service clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
