Senior Associate - Private Company

About Role:

We are seeking a detail-oriented and motivated Tax Senior Associate to join our U.S. Tax Compliance team at RSM-USI. In this role, you will work on complex tax returns for S-Corporations, Partnerships, and Individual Clients, ensuring compliance with U.S. federal and state tax laws. You will collaborate with U.S. engagement teams, review tax workpapers, and contribute to process improvements.

If you have a strong background in U.S. tax compliance, experience with leading tax software, and a passion for delivering high-quality tax solutions, we encourage you to apply.

Basic Qualifications:

• Minimum 2 years of experience in U.S. tax compliance for S-Corporations (1120S), Partnerships (1065), Individual Clients (1040), and Fiduciary Return (1041).
• Bachelor's or Master's degree in Accounting, Finance, or a related field (B-Com/BBA or M-Com/MBA).
• Strong focus on accuracy and quality in tax return preparation and review.
• Proficiency in tax software such as GoSystem, CCH Axcess, CaseWare, or similar tax compliance software.
• Strong understanding of U.S. federal and state tax laws, including basis calculations, K-1 reporting, and tax adjustments.
• Develop, motivate, and train junior staff members.
• Ability to communicate tax issues and findings effectively to managers.
• Ability to review and analyze financial statements and tax data to ensure compliance and identify tax planning opportunities.
• Ability to interact directly with clients handling questions, planning, and addressing any concerns.
• Experience working in a team-based environment and coordinating with U.S. counterparts.
• Comfortable working with Excel (pivot tables, VLOOKUP, macros) and tax-related automation tools.
• Willingness to work U.S. tax season hours and meet deadlines in a fast-paced environment.
• Performing, documenting, and summarizing research and conclusions regarding specific tax issues
• Stay up-to-date with tax law changes and best practices.

Preferred Qualifications:

• CPA, EA, or Master's in Taxation (or actively pursuing certification).
• Supervisory experience, including training and mentoring junior associates.
• Exposure to U.S. tax planning and advisory work beyond compliance.
• Ability to manage multiple projects and meet tight deadlines efficiently.
• Experience with private client or business taxation with a desire to grow skills in the Private Company arena
• Strong technical skills in accounting and tax preparation, industry specialization is a plus.