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Tax Senior Associate - Exempt Organizations

Tax Senior Associate - Exempt Organizations

RSMCharlotte
30+ days ago
Job type
  • Full-time
Job description

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. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Our Tax Exempt practice provides clients with tax guidance and planning related to protecting tax-exempt status, preparing and / or reviewing tax returns for exempt organizations and their taxable affiliates (990s / 1120s / 1065s) and related filings, including international filings as needed, IRS audit defense strategies, and other relevant tax matters. Our people work on key client issues in domestic federal taxation, with a focus on implementing tax strategies that align with the client's business objectives.

At RSM, as a Senior Associate you would be responsible for the following job duties which are focused around two core concepts; technical & quality expertise, and delivering excellent client service :

  • Preparing complex Tax returns – approximately 25-40% of the time
  • Develop, motivate, and train staff level and intern team members – approximately 10% of the time
  • Detailed review and analysis of Tax returns – approximately 10-15%
  • Interact directly with clients handling questions, planning, concerns, etc.
  • Performing, documenting, and summarizing research and conclusions regarding specific tax issues – approximately 10% of the time
  • Remain up-to-date on current tax practices and changes in tax law
  • Other duties as assigned
  • Some travel may be required

Basic Qualifications :

  • BA / BS Degree – preferably in Accounting or related field of study
  • Must be eligible to sit for the CPA exam –or a licensed JD
  • Minimum of 2 years of experience in a public accounting environment
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Experience preparing and reviewing returns
  • Effective verbal and written communication skills
  • Preferred Qualifications :

  • Masters of Accounting
  • CPA, JD, LLM, or EA
  • Experience with a national or large regional accounting firm
  • Working knowledge of tax code and technical aspects of tax preparation and compliance
  • Strong technical skills in accounting and tax preparation, review experience a plus
  • Experience in dealing with international tax matters a plus
  • At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

    RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all 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 (including gender identity and / or gender expression); 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; 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 / partnership. RSM 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 800-274-3978 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.

    Compensation Range : $66,100 - $124,900

    Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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    Senior Associate Tax • Charlotte

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