Tax Services Associate

2 days ago

Houston, Texas, United States RSM Global Full time
Job Summary

We are seeking a highly skilled Tax Services Associate to join our team at RSM Global. As a key member of our Private Client Services group, you will be responsible for providing exceptional tax planning and compliance services to high net worth families, closely held businesses, estates, trusts, and private foundations.

Key Responsibilities
  • Develop strong working relationships with clients built on understanding their needs and challenges.
  • Complete tax planning and research, preparing federal and state & local tax returns.
  • Develop a general understanding 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.
  • 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
  • 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.

RSM Global offers 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.

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