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RSM

Audit, advisory, and accounting services network

Federal Tax Services Associate - Private Company

Tax AccountingConfirmed live in the last 24 hours
Full-timeMilwaukee, WI, USA$61.6k - $73.5k

About the Job

Requirements

  • A bachelor's degree in accounting or a business-related field is required.
  • Required coursework to sit for the Certified Public Accountant exam, a licensed Juris Doctor, or Enrolled Agent qualification is required.
  • Strong written and verbal communication skills and the ability to work as part of a collaborative team are required.
  • Client relationship and interpersonal skills are required to work closely with clients, answer questions, and collect information for client service engagements.
  • Organizational skills and the ability to handle multiple priorities and take ownership of assigned tasks are required.

Responsibilities

  • Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations.
  • Develop strong working relationships with clients based on understanding their needs and challenges.
  • Complete tax planning and research.
  • Prepare federal, state, and local tax returns.
  • Develop a general understanding of reporting requirements for different entity structures and the compliance process, and increase involvement in developing tax ideas that could reduce clients' overall effective tax rates.
  • Use tax knowledge and understanding of the tax preparation process to complete work for review.
  • Demonstrate awareness of differing levels of assurance related to tax positions by writing memoranda and other documentation on complex tax issues for business and private tax clients.
  • Stay current on tax legislation relevant to Private Client Service clients.

Desired Qualifications

  • CPA, JD, or Enrolled Agent designation.
  • LL.M. in Taxation and/or a master's degree in Taxation.

About the Company

RSM

Audit, advisory, and accounting services network

RSM is a global network of independent firms providing audit, tax, and advisory services. In France, the network has 14 offices, about 1,100 collaborators and 85 partners, organized to deliver tailored services for SMEs, mid-market companies, and large enterprises. It operates through methodologies that combine business-area expertise with sector specialization, strong involvement of partners, and high-level professionals building durable client relationships, all guided by human-centric values. Worldwide, RSM is present in more than 120 countries with 41,000 professionals and global revenue of about $5.4 billion, enabling support for clients in every development phase both in France and abroad.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
1964

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