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. Youll find an environment that inspires and empowers you to thrive both personally and professionally.

RSMs 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 ultrahigh net worth individuals and small family offices. We take a holistic approach to advising our clients and in doing so we collaborate with our clients 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 welldefined 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 longterm goals

About Role:

We are seeking a detailoriented and motivated Tax Senior Associate to join our U.S. Tax Compliance team at RSMUSI. In this role you will work on complex tax returns for SCorporations 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 highquality tax solutions we encourage you to apply.

Basic Qualifications:

• Minimum 2 years of experience in U.S. tax compliance for SCorporations 1120S) Partnerships 1065 Individual Clients 1040 and Fiduciary Return 1041.
• Bachelors or Masters degree in Accounting Finance or a related field (BCom/BBA or MCom/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 K1 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 teambased environment and coordinating with U.S. counterparts.
• Comfortable working with Excel (pivot tables VLOOKUP macros) and taxrelated automation tools.
• Willingness to work U.S. tax season hours and meet deadlines in a fastpaced environment.
• Performing documenting and summarizing research and conclusions regarding specific tax issues
• Stay uptodate with tax law changes and best practices.

Preferred Qualifications:

• CPA EA or Masters 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.