Senior Associate

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POSITION DESCRIPTION: :  Prepare Tax returns and filings for corporate and individual clients ensuring accuracy and conformance with government and internal standards; Prepare detailed review and analysis of Tax returns and financial statements; Prepare all necessary financial statements and related disclosures and reportable conditions letters, with an eye on quality, thoroughness and accuracy; Advise clients with financial planning, addressing questions and concerns, and outlining tax options and strategies; Create professional reports to communicate analyses, findings, and recommendations in an effective manner; Utilize tax software to prepare forms and create tables of accounts and tax analysis templates.

REQUIREMENTS: Master’s* degree in Finance or Accounting. Three years* experience as a Tax Accountant, Staff Accountant or related. Post bachelor’s experience (3 years with a masters or 5 years with a bachelors) is required and must include: Prepare Fiduciary Trust Returns (Form 1041, 8582, 8825,6781 and beneficiaries’ K-1s) and Trust Accounting Reports, with analysis of Trust Accounting Income and Distributable Net Income. Prepare Foreign Transaction tax returns and financial reports (FBAR, Form 3520, 926, 8865,1116, 5471 and Form 1040NR and corresponding Foreign Tax Credit Analysis). Analysis of Hedge Fund K-1 Analysis (incl. PTP Transactions, Passive/Non-passive Income, At-risk loss limitation and Domestic/Foreign Investment Income). Prepare and examine Partnership returns (incl. M1, M2, M3 schedule, partners’ K-1s) with special allocation based on partnership agreement. Utilizing Pro System, Checkpoint, W-2 1099 Filer and Adobe Acrobat Standard DC and using Excel spreadsheet to set up tax analysis template. * Must have CPA License. * Employer will accept a bachelor’s degree and 5 years experience in lieu of a master’s degree and 3 years experience.

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.
Job ID req3940
Line of Business: Tax Services
SubFunction: Lead Tax
Job Type: Full Time
Req #: req3940
Location: 19026 Ridgewood Parkway, Suite 400, San Antonio, TX US
Region: Central Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: No
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