Experienced Associate Tax Data Process Consulting

Overview

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 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.

Be part of a team shaping the future of tax through data, automation, and AI. In the Tax Digital Services group, you will partner with internal and external clients to modernize tax processes, redesign data workflows, and build practical technology that improves accuracy and efficiency. Guided by RSM’s purpose to instill confidence in a world of change
, this role blends innovation, critical thinking, and deep collaboration. You’ll work hands-on with leading automation tools, support the development of emerging AI solutions, and contribute to complex projects across financial services industries. Your work will help deliver the power of being understood by turning tax data challenges into scalable, trusted digital solutions.

• 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.

The Tax Digital Services group modernizes tax delivery through data, automation, and AI. The Tax Data & Process Consulting team blends tax technical knowledge with digital problem solving to help clients and internal teams operate more efficiently and confidently. Work spans internal enablement, external client support, platform integration, and innovation efforts aligned with RSM’s values and strategic direction.

This role embodies RSM’s 5 C’s:

• Caring: Understand client challenges and deliver solutions that reduce burden and build trust.

• Curiosity: Ask the right questions, learn new tools, and explore emerging AI capabilities.

• Collaboration: Work across tax, technical, and industry teams to build better outcomes together.

• Courage: Challenge outdated processes and introduce new ideas backed by insight.

• Critical Thinking: Synthesize tax, data, and technology inputs into clear, actionable solutions.

You’ll contribute to impactful innovation, support excellence in all we do, and help clients and colleagues succeed together by making tax more efficient, transparent, and future-ready.

• Minimum of a Bachelor’s degree in Accounting, Business, Technology, or related field.

• 1-2 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.

• 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.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s…