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.

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.

RSM’s Private Company team is looking for a dynamic Tax Senior Associate to join our expanding Business Tax practice. At RSM, our Private Company 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 focus on closely held businesses and their owners.  Our Private Company professional may also support ultra-high net worth individuals and small family offices. 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 

Our team focuses on helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, and specialists throughout RSM to reach these goals. 

Our impact reaches business owners through business and tax planning at all stages of the business life cycle to help owners, and their families achieve their long-term goals

About Role:

We are seeking a detail-oriented and motivated Tax Senior Associate to join our U.S. Tax Compliance team at RSM-USI. In this role, you will work on complex tax returns for S-Corporations, Partnerships, and Individual Clients, ensuring compliance with U.S. federal and state tax laws. You will collaborate with U.S. engagement teams, review tax workpapers, and contribute to process improvements.

If you have a strong background in U.S. tax compliance, experience with leading tax software, and a passion for delivering high-quality tax solutions, we encourage you to apply.

Basic Qualifications:

• Minimum 2 years of experience in U.S. tax compliance for S-Corporations (1120S), Partnerships (1065), Individual Clients (1040) , and Fiduciary Returns (1041) .
• Bachelor's or Master’s degree in Accounting, Finance, or a related field (B-Com/BBA or M-Com/MBA).
• Strong focus on accuracy and quality in tax return preparation and review.
• Proficiency in tax software such as  GoSystem, CCH Axcess, CaseWare, or similar tax compliance software.
• Strong understanding of U.S. federal and state tax laws, including basis calculations, K-1 reporting, and tax adjustments.
• Develop, motivate, and train junior staff members.
• Ability to communicate tax issues and findings effectively to managers.
• Ability to review and analyze financial statements and tax data to ensure compliance and identify tax planning opportunities.
• Ability to interact directly with clients handling questions, planning, and addressing any concerns.
• Experience working in a team-based environment and coordinating with U.S. counterparts.
• Comfortable working with Excel (pivot tables, VLOOKUP, macros) and tax-related automation tools.
• Willingness to work U.S. tax season hours and meet deadlines in a fast-paced environment.  
• Performing, documenting, and summarizing research and conclusions regarding specific tax issues 
• Stay up-to-date with tax law changes and best practices. 

Preferred Qualifications:

• CPA, EA, or Master’s in Taxation (or actively pursuing certification).
• Supervisory experience, including training and mentoring junior associates.
• Exposure to U.S. tax planning and advisory work beyond compliance.
• Ability to manage multiple projects and meet tight deadlines efficiently.
• Experience with private client or business taxation with a desire to grow skills in the Private Company arena 
• Strong technical skills in accounting and tax preparation, industry specialization is a plus. 

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.  

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.  

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.