Private Client Services Tax Associate - Waterloo, Canada - RSM US LLP

RSM US LLP

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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.

At 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.

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
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 fastpaced environment

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

If you have questions, please reach out to your recruiter. If you are unsure who your recruiter is, please reach out to our immigration question mailbox at

for assistance. Only questions specifically related to sponsorship will be considered and answered by the global immigration team's mailbox.

Starting at:
$54,500