Federal Tax Associate (Fall 2025/Winter 2026)

$63,360 - $75,600/Yr

RSM - Jacksonville, FL

Full-time - Entry Level

Jacksonville, FL

Professional, Scientific, and Technical Services

About the position

The Federal Tax Associate position at RSM US LLP is designed for individuals who are looking to develop their careers in tax services, particularly focusing on high-net-worth families, closely held businesses, estates, trusts, and private foundations. The role involves building strong client relationships, completing tax planning and research, preparing tax returns, and staying updated on relevant tax legislation. Associates will work in a collaborative team environment, contributing to various engagements and developing innovative tax strategies to optimize clients' tax positions.

Responsibilities

• Work with high-net-worth families, closely held businesses, estates, trusts, and private foundations.
• Develop strong working relationships with clients by understanding their needs and challenges.
• Complete tax planning and research.
• Prepare federal and state & local tax returns.
• Develop a general understanding of reporting requirements of different entity structures and the compliance process.
• Increase involvement in developing cutting-edge tax ideas to lessen clients' overall effective tax rates.
• Leverage tax knowledge to bring work to completion for review.
• Demonstrate awareness of differing levels of assurance related to tax positions through writing memoranda and documentation on complex tax issues.
• Stay current on tax legislation relevant to Private Client Service clients.

Requirements

• Minimum B.A. or B.S. degree or equivalent from an accredited university, preferably in Accounting.
• Minimum 3.0 GPA preferred.
• Strong computer skills, including proficiency in Microsoft Excel.
• Excellent written and verbal communication skills.
• Ability to work effectively on a team and multitask in a fast-paced environment.
• Travel to assigned client locations may be required.

Nice-to-haves

• Working toward the successful completion of the CPA exam.
• 1 year of tax experience.

Benefits

• Competitive benefits and compensation package.
• Flexibility in schedule to balance life demands while serving clients.
• Discretionary bonus based on firm and individual performance.