Private Client Services Tax Associate

We are looking for a motivated and driven Private Client Services Tax Associate to join our team at RSM US. In this role, you will use your technical skills to provide tax compliance services to clients with complex individual, trust, and estate tax returns. You will work closely with our tax professionals to provide accurate and timely tax services to our high net-worth clients.To be successful in this role, you must possess a Bachelor's degree in Accounting or related field, an active CPA certification, and a minimum of two years of experience in tax compliance and/or consulting. You must have a solid understanding of individual, trust, and estate tax compliance, as well as a thorough knowledge of federal and state tax laws. You must also possess strong problem-solving skills, excellent communication skills, and the ability to work both independently and collaboratively with a team.If you are an experienced and highly motivated professional with the drive to make a positive impact on our clients and our team, we would love to hear from you.

Responsibilities:

1. Prepare accurate and timely tax compliance services for high net-worth clients, including individual, trust, and estate tax returns.
2. Remain knowledgeable and up-to-date on federal and state tax laws.
3. Develop strong relationships with clients and colleagues.
4. Provide timely and accurate responses to client inquiries.
5. Collaborate with team members to ensure client satisfaction.
6. Utilize problem-solving skills to address complex tax issues.
7. Maintain client records and documents in compliance with applicable laws.
8. Assist in the preparation of tax planning strategies for clients.
9. Identify areas of improvement in the tax compliance process.
10. Monitor industry trends and developments in tax regulations.

According to JobzMall, the average salary range for a Private Client Services Tax Associate in New York, NY, USA is $60,000 - $100,000. This range may vary depending on the company, experience, and skill level of the individual.

RSM US LLP is an audit, tax, and consulting firm focused on the middle market in the United States and Canada and is a member of the global accounting network RSM International.