Senior Associate, Private Company

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

RSM’s Private Client practice is looking for a dynamic tax experienced professional to join our team.  At RSM, our Private Client practice is rooted in strong relationships based on a deep understanding of what matters most to our clients.  Our team of first choice advisors is aligned to serve family offices, closely held businesses and their owners, ultra-high net worth individuals and their multi-generational families and private equity fund owners.  We take a holistic approach to advising our clients and in doing so we collaborate with our client’s team of professional advisors to develop tailored comprehensive solutions.
Our community of professionals is focused on your success.  Our leadership team and other professionals will support you and your development through:

• Exposure to strategic tax planning, business advisory and compliance work
• A customized well-defined career path to match your professional goals
• Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth

As a Private Client tax experienced professional, you will have an opportunity to work across various client types (family office, business owners, ultra-high net worth individuals and families) to gain experience in the following areas:

• Individual tax planning and compliance
• Entity tax planning and compliance
• Trust / Estate / Gift tax planning and compliance

You will continue to develop your technical expertise, build long-lasting client relationships and gain experience by working on a high-performing collaborative team dedicated to solving complex business and family issues while providing excellent client service.  As part of our commitment to elevate our talent experience, preparation of our client’s tax filings utilize cutting edge technology that help expedite and elevate your role to issue spotting and advisory.  As a tax experienced professional, your responsibilities are focused around the following:

• Plan and execute tax engagements as part of a collaborative team, including tax compliance and strategic tax consulting
• Review of work to ensure high quality results
• Delegate work to team members while providing coaching to develop others
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service
• Review client’s current tax processes to identify inefficiencies and provide enhancements to improve the client experience and reduce tax exposure

Basic Qualifications:

• Bachelor’s degree in accounting or 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 relations and interpersonal skills and able 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
• Ability to complete tax planning and research tasks
• Solid technical skills in accounting, tax compliance and research, tax compliance review experience is a plus

Preferred Qualifications

• J.D., LL.M. in Taxation and/or Master’s in Taxation
• CPA license, JD or enrolled agent

You want your next step to be the right one. You’ve worked hard to get where you are today. And now you’re ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you’ll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM. Experience the power of being understood.