Federal Tax Associate (Fall 2027/Winter 2028)

About the Role

This role is for a Federal Tax Associate, with positions available for Fall 2027/Winter 2028.

Key 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 & local tax returns.
• Develop a general understanding of reporting requirements for different entity structures and the compliance process.
• Increase involvement in developing cutting-edge tax ideas to significantly lessen clients' overall effective tax rates.
• Leverage tax knowledge and understanding of the tax preparation process to bring work to completion for review.
• Demonstrate awareness of differing levels of assurance as it relates to tax positions taken through writing 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.

Requirements & Tech Stack

• Bachelor’s degree in accounting or a business-related field.
• Required coursework to sit for CPA exam, licensed JD, or enrolled agent.
• Strong communication skills (written and verbal) with the ability to work as part of a collaborative team.
• Excellent client relation and interpersonal skills with the ability to work closely with clients to answer questions or to collect necessary information for client service engagements.
• Outstanding organizational skills with the ability to handle multiple priorities and take ownership of assigned tasks.

Qualifications

• CPA, JD, or Enrolled Agent designation (preferred).
• LL.M. in Taxation and/or Master’s in Taxation (preferred).

Note: RSM does not intend to hire candidates who require sponsorship now or in the future. Compensation Range: $61,600 - $73,500.