Experienced Associate – Tax Data & Process Consulting

Chicago, IL - USA

Monthly Salary: $ 58600 - 96800

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

The Role

Be part of a team shaping the future of tax through data automation and the Tax Digital Servicesgroup you will partner with internal and external clients to modernize tax processes redesign data workflows and build practical technology that improves accuracy and efficiency. Guided by RSMs purposeto instill confidence in a world of change this role blends innovation critical thinking and deep collaboration.Youllwork hands-on with leading automation tools support the development of emerging AI solutions and contribute to complex projects across financial services industries. Your work will help deliver the power of being understood by turning tax data challenges into scalable trusted digital solutions.

Key Responsibilities

Analyze tax data processes;identifypain points and opportunities for automation or AI integration.

Build workflows data pipelines and lightweight analytics/visualization solutions.

Support development and rollout of new AI tools and practice-wide digital solutions including Copilot Studio-based automations.

Integratenew technologiesinto existing clientprocesses;documentsolutionsand train end users.

Partner with tax teams SMEs and technology groups to design solutions execute projects and troubleshoot issues.

Communicate clearly and professionally to clients and internal stakeholders reflecting RSMs commitment to trusted relationships.

Team Overview

The Tax Digital Services group modernizes tax delivery through data automation and AI. The Tax Data & Process Consulting team blends tax technical knowledge with digital problem solving to help clients and internal teamsoperatemore efficiently and confidently.Work spans internal enablement external client support platform integration and innovation efforts aligned with RSMs values and strategic direction.

How This Role Reflects RSMs Culture

This role embodies RSMs5Cs:

Caring:Understand client challenges and deliver solutions that reduce burden and build trust.

Curiosity:Ask the right questions learn new tools and explore emerging AI capabilities.

Collaboration:Work across tax technical and industry teams to build better outcomes together.

Courage:Challenge outdated processes and introducenew ideasbacked by insight.

Critical Thinking:Synthesize tax data and technology inputs into clear actionable solutions.

Youll contribute to impactful innovation support excellence in all we do and help clients and colleagues succeed together by making tax more efficient transparent and future-ready.

Required Qualifications

Minimum of a Bachelors degree in Accounting Business Technology or related field.

1-2years experiencein tax data consulting automation or tax technology roles.

Strong skills in:
Alteryx orPower Automate
Power BI/Tableau
Excel (advanced)
Basic SQL or Python familiarity

Hands-on experience preparing partnership tax returns (Subchapter K) for financial services and/or family office clients and/or preparing individual Form 1040 returns.

Excellent communication skills; ability to manage multiple deadlines in a virtual or hybrid environment.

Strong organizational analytical and problem-solving abilities.

Preferred Qualifications

Exposure toAI tools or workflow integrations usingCopilot Studioor similar platforms.

Experience withUIPathor other RPA platforms.

Experience with tax compliance systems or financial systems.

Interestin digital transformation automation and continuous improvement.

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at 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/ 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 or send us an email at .

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 employees 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: $58600 - $96800

Required Experience:

Senior IC