Private Client Services Associate - Fall 2024
Company: RSM
Location: Oklahoma City
Posted on: March 19, 2023
Job Description:
Position DescriptionAt RSM, associates work with large and small
companies in various industries. They develop strong working
relationships with clients built on understanding their businesses
and challenges. Associates work on multiple team engagements each
year, including several pieces of any particular assignment--- not
just one part. Working in a mutually respectful team environment
helps our associates perform at their best and integrate their
career with their personal life.--Examples of the candidate's
responsibilities include:
- Working with--high net worth--families, closely held
businesses, estates, trusts and private foundations--
- Developing strong working relationships with clients built on
understanding their needs--and-- challenges--
- Completing tax planning and research--
- Preparing federal and state & local tax returns--
- Developing a general understating of reporting requirements of
different entity structures and the compliance process--
- Increasing involvement in developing cutting edge tax ideas
that could significantly lessen clients overall effective tax
rates--
- Leveraging tax knowledge and understanding of the tax
preparation process to bring work to completion for review--
- Demonstrating awareness of differing levels of assurance as it
relates to tax positions taken through writing memoranda and other
written documentation on complex tax issues for business and
private tax clients--
- Staying current on tax legislation relevant to Private Client
Service clients--Basic--Qualifications:
- Minimum B.A. or B.S. degree or equivalent from an accredited
university----
- Accounting major----
- Travel to assigned client locations--may be required. Must have
access to and ability to arrange for use of reliable modes of
transportation to those locations--
- Minimum 3.0 GPA preferred----
- Meeting education requirement for CPA certification in the
state where you are applying for employment ----Preferred
Qualifications:
- Working toward the successful completion of the CPA
exam-----tax associates have the opportunity to obtain the audit
hours required for full certification----
- Excellent written and verbal communication skills ----
- Strong computer skills, including proficiency in Microsoft
Excel----
- Ability to work effectively on a team----
- Ability to work and multitask in a fast-paced
environmentCurrently, RSM does not intend to hire candidates for
entry level positions who will need, now or in the future, RSM
sponsorship through any non-immigrant visa category such as the
H-1B, H-1B1, E-3, O-1, or TN.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 careers@rsmus.com.The firm offers a competitive benefits
package, base compensation, and an employee bonus program for
eligible roles based on individual and firm performance per program
guidelines. Base compensation ranges can be found between the
ranges noted below in the posting, and an actual offer can vary
based upon on role, hiring location, and qualifications. For
additional information on RSM's total rewards, visit our website at
https://rsmus.com/careers/working-at-rsm/benefits.html. If required
by applicable law or client policy, you may be required to be
vaccinated for COVID-19 or have an approved accommodation.You want
your next step to be the right one. You've worked hard to get where
you are today. And now you're ready to use your unique skills,
talents and personality to achieve great things. RSM is a place
where you are valued as an individual, mentored as a future leader,
and recognized for your accomplishments and potential. Working
directly with clients, key decision makers and business owners
across various industries and geographies, you'll move quickly
along the learning curve and our clients will benefit from your
fresh perspective.Experience RSM US. Experience the power of being
understood.RSM is an equal opportunity/affirmative action employer.
Minorities/Females/Disabled/Veterans.
Keywords: RSM, Oklahoma City , Private Client Services Associate - Fall 2024, Other , Oklahoma City, Oklahoma
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