Job Details

Private Client Services Tax Associate

Company name


Organization Type


Job Type


Date Last Verified

Oct 20,2019

Valid Through

Feb 02,2020

Posted on

Aug 06,2019

Years of Experience

1-2 yrs required


Waterloo, IA, United States

Employment Type



Practice Area
Tax >> Tax - General
Trusts and Estates >> Trusts and Estates
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Private Client Services Tax Associate
The candidate will be responsible for preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide timely, high quality client service that meets or exceeds reviewer’s and client’s expectations. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Handle routine client tax questions, research tax issues, and works with clients to collect necessary information for tax return completion and compliance. Travel to client sites as needed.

Qualification and Experience

The candidate must have 1-2 years of recent experience in Public Accounting with an emphasis in taxation. Should have experience with Individual Taxation. Bachelor's degree in Accounting or related field would be desirable. Must be eligible to sit for the CPA Exam – or licensed JD degree. Should have understanding of tax code and technical aspects of tax preparation and compliance. Should have ability to work closely with clients to answer questions or to collect necessary information for tax service requirements. Should preferably have CPA, JD degree, or Enrolled Agent Designation. Masters in Accounting is required. Strong technical skills in accounting and tax preparation and research, review experience a plus. Should have effective verbal and written communication skills, as well as good computer skills. Must have ability to handle multiple tasks simultaneously. Experience with a national, regional or local accounting firm is a plus. Experience RSM US is a plus. Experience the power of being understood is desired.

Additional info

Job ID req10356

Company info

Hiring Coordinator
999 Home Plaza
Suite 300 , PO Box 2656
Waterloo, IA 50701