Tax 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, 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 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. As a Tax Senior Associate, you will be responsible for the following, which are focused on your technical expertise, and ability to lead a collaborative team dedicated to excellent client service: 

Responsibilities:

• 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 

Required 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 

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/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

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 call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.