RSM US LLP · 10 hours ago
Senior Associate – Tax Data & Process Consulting
New York, NY
Full-time
Onsite
Mid, Senior Level
$86K/yr - $164K/yr
2+ years expRSM US LLP is a leading provider of professional services to the middle market globally, seeking a Senior Associate in Tax Data & Process Consulting. This role involves partnering with clients to modernize tax processes through data, automation, and AI, while driving innovation and collaboration within the team.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Analyze tax data processes; identify pain points and opportunities for automation or AI integration
Build workflows, data pipelines, and lightweight analytics/visualization solutions
Support development and rollout of new AI tools and practice-wide digital solutions, including Copilot Studio-based automations
Integrate new technologies into existing client processes; document solutions and train end users
Partner with tax teams, SMEs, and technology groups to design solutions, execute projects, and troubleshoot issues
Communicate clearly and professionally to clients and internal stakeholders, reflecting RSM’s commitment to trusted relationships
Qualification
Required
Minimum of a Bachelor's degree in Accounting, Business, Technology, or related field
Minimum of two (2) years' experience in tax, data consulting, automation, or tax technology roles
Strong skills in: Alteryx or Power Automate
Power BI/Tableau
Excel (advanced)
Basic SQL or Python familiarity
Hands-on experience preparing partnership tax returns (Subchapter K) for financial services and/or family office clients and/or preparing individual Form 1040 returns
Excellent communication skills; ability to manage multiple deadlines in a virtual or hybrid environment
Strong organizational, analytical, and problem-solving abilities
Preferred
Exposure to AI tools or workflow integrations using Copilot Studio or similar platforms
Experience with UIPath or other RPA platforms
Experience with tax compliance systems or financial systems
Interest in digital transformation, automation, and continuous improvement
Benefits
Flexibility in your schedule
Discretionary bonus based on firm and individual performance
Company
RSM US LLP
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10001+ employees
Funding
Current Stage
Late StageLeadership Team
Bill Kracunas
Principal and National Leader, Strategy and Management Consulting
David Hickethier
Principal, Strategy & Human-Centered Design
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