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RSM US LLP

FY27 Federal Tax Associate

Posted 7 Days Ago
Be an Early Applicant
Charlotte, NC
70K-84K Annually
Junior
Charlotte, NC
70K-84K Annually
Junior
The Federal Tax Associate will work with clients on tax planning, preparation of tax returns, and compliance issues, alongside developing strong client relationships.
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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.

Responsibilities:

  • Working with high net worth families, closely held businesses, estates, trusts and private foundations  

  • Developing strong working relationships with clients built on understanding their needs and challenges  

  • Completing tax planning and research  

  • Preparing federal and state & local tax returns  

  • Developing a general understating of reporting requirements of different entity structures and the compliance process Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates  

  • Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review  

  • Demonstrating 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  

  • Staying current on tax legislation relevant to Private Client Service clients  

 

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 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 

 

Preferred Qualifications:

  • CPA, JD or Enrolled Agent designation 

  • LL.M. in Taxation and/or Master’s in Taxation 

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 [email protected].

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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

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.

Compensation Range: $70,400 - $84,000

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

Top Skills

Accounting
Cpa
Jd
Tax Legislation
Tax Planning
Tax Preparation

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