Senior Associate Tax Data Process Consulting

The Role

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.

Team Overview

The Tax Digital Services group drives the modernization of tax delivery through data, automation, and AI. The Tax Data & Process Consulting team combines tax knowledge, data engineering skills, and technology consulting to help clients and engagement teams streamline processes and unlock efficiency. 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• Courage: Challenge outdated processes and introduce new ideas backed by insight.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.

• 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.

• 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 demands, while also maintaining your ability to serve clients. Learn more about our total rewards at

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave);

domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to…