Federal Tax Associate - Private Client Planning
RSM
RSM is a leading professional services firm serving the middle market, with a focus on private client services and complex tax strategies. The role involves partnering with high net worth families, closely held businesses, estates and trusts to develop tax plans, conduct research, and prepare federal, state and local returns. The position emphasizes client relations, collaboration, and staying current on tax legislation. #J-18808-Ljbffr RSM
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Federal Tax Associate - Private Client Planning in Rockford, IL vacancy
$66k - $78.75k
...change, empowering our clients and people to realize their... ..., estates, trusts and private foundations Developing... ...Completing tax planning and research Preparing federal and state & local tax returns... ...starting rate for interns and associates) for this role represents...Private clientFull timeWork experience placementWork at officeLocal areaRSM
Rockford, IL4 days ago- RSM US LLP in the United States is seeking a tax professional to join our Private Client Services group. You will work with high net worth families, closely... ..., estates, trusts and private foundations, delivering planning, research and compliant tax returns. The role...Private client
- RSM US LLP is seeking a tax professional for Private Client Services to join our Rockford-area team. You will work with... ...and private foundations, delivering planning, research and compliance support. You will prepare federal and state tax returns, develop tax ideas...Private client
$32 - $38 per hour
...change, empowering our clients and people to... ...environment helps our associates perform at their... ...a wide range of tax specialty areas including... ...taxation, federal credits and incentives... ...entity taxation, private client services,... ...organizations Completing tax planning and research...Private clientHourly payWork experience placementSummer workInternshipLocal area$88k - $132k
...digging into complex financial planning questions—from evaluating Roth... ...engagements, guide new client relationships, raise the bar on... ...Retirement, Education, Income Tax, Investment, Estate, Business,... ...lead advisors, co-advisors, and Private Client Group (PCG) Advisors on...Private clientWork experience placementSummer workRemote workWork visaFlexible hoursSavant
Rockford, IL1 day ago$22.3 - $28.49 per hour
...highly motivated individual with tax preparation experience and... ...of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation... ...accordance with our applicable plans and programs (see more about...Intuit
Rockford, IL1 day ago$27 - $41 per hour
...This unique opportunity combines tax expertise, entrepreneurial... ...bookkeeping, payroll, financial planning, and advisory services. This... ...key role in growing TurboTax’s client base within the local community... ...experience filing 30 or more federal and state individual 1040 tax...Work at officeLocal areaMonday to Friday- State and Local Tax Associate - Entry Level (Fall 2027/Winter 2028) We are the leading provider... ...in a world of change, empowering our clients and people to realize their full... ...with existing clients Completing tax planning and research tasks Developing an understanding...Local area
$113k - $153k
...primary reviews of complex tax returns and provide tax... ...and manage the client's Internal Revenue Code... ...on client engagements; plan, execute, direct, and complete... ...protected by federal, state, or local laws.Wipfli... ...Wipfli cares about our associates and offers a variety of...Temporary workLocal areaFlexible hoursWipfli
Rockford, IL1 day ago$80k - $90k
...goals-based wealth management, including planning for retirement, education, legacy, and... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...mortgage originations must register with the federal registry system and remain in good...Interim roleWork at officeLocal areaImmediate startShift workDay shift$28.74 - $36.72 per hour
...help our customers complete their taxes using Intuit TurboTax products.... ...of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for... ...accordance with our applicable plans and programs (see more about our...Remote workIntuit
Rockford, IL1 day ago$15 - $80 per hour
...Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps clients navigate complex tax and... ...competitive hourly rate, and an incentive plan that rewards your impact as you... ...to care extends to our associates. When you join us, you become part...Hourly payMinimum wageTemporary workWork at officeLocal area$21 - $26 per hour
...departments of insurance, surplus lines associations, and brokers nationwide. We’re... ...our customers reporting and tax filings through education and... ...received and reviewed from client submission Conduct... ...~ Health, dental, and vision plans ~ Amazing work-life balance...Full timeRemote workInsCipher
Rockford, IL4 days ago$14.45 - $18 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support... ...incentive compensation or short-term incentive plans, which could generate additional earnings in...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Rockford, IL1 day ago$60k - $150k
...receive excellent customer service Ensure compliance with all insurance client requirements, processes and metrics Ensure compliance with all WOW Operating Ways regarding customer drop-offs, repair planning, customer communication, and delivery Communicate all customer...Daily paidFull timeTemporary workBoyd Group Services
Loves Park, IL1 hour ago$28.74 - $36.72 per hour
...help our customers complete their taxes using Intuit TurboTax products.... ...of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for... ...accordance with our applicable plans and programs (see more about our...Remote workIntuit
Rockford, IL3 days ago$40k - $55k
...understanding of what customers need most when life doesn't go as planned. Today, our team includes three full-time and one part-time... ...fit right in with our team. Role Description As Account Associate - State Farm Agent Team Member for Jason Bonomo - State Farm Agent...Full timePart timeFor contractorsWork at officeLocal areaFlexible hours$27 - $40 per hour
As a Seasonal Tax Preparer , you'll support Savant's Accounting and Business Advisory Team... ...the busy tax season by preparing accurate federal and state tax returns for individual, corporate, partnership, and fiduciary clients. You'll work closely with tax professionals...Hourly payWork experience placementSeasonal workWork at officeRemote workWork visa$120k
...loans, fix & flip funding, 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey community and Buyers... ...through real estate. Role Description The Associate Account Executive is a full-time, hybrid role responsible...Private clientFull timeRemote workKey Real Estate Capital
Rockford, IL1 day ago- Savant Wealth Management is seeking a Seasonal Tax Preparer to support the Accounting and Business Advisory Team during the busy tax season, preparing federal and state returns for individuals and business clients. You will communicate clearly with tax staff, advisors,...Remote jobHourly paySeasonal workWork at office
- RSM is seeking an Entry Level State and Local Tax Associate for Fall 2027 / Winter 2028 to join our client service teams. You will help integrate state and local... ...tax services with existing clients and perform tax planning and research tasks. This role requires travel to...Local area
$21 per hour
...with precision. We are committed to supporting transitioning service members, veterans, military spouses and civilian professionals by providing access to meaningful, long-term career opportunities that drive success for government, public and private sector clients....Private clientHourly payFull timeLean Synergy Solutions
Rockford, IL1 day ago- Aesseal in Rockford, IL is seeking a Senior Accountant to lead financial planning and budgeting. The role involves maintaining GAAP-compliant records, performing month-end and year-end closes, and delivering insights from financial analyses. You will collaborate on process...Work at office
$1,000 per month
...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial... ...Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Rockford, IL2 days ago- ...team of Wine Consultants in Rockford, Il.! PRP Wine International shares our high quality products from all over the world with private clients through in-home and virtual wine samplings and events. We are looking to add a full time/part-time member to our team. The...Private clientFull timePart timeWork at officeFlexible hoursWeekend workAfternoon shift
PRP Wine
Rockford, IL3 days ago - ...other characteristic protected by federal, state or local laws. This... ...recommendations to inform strategic planning and business initiatives.... ...accounting standards, tax requirements, company policies... ...working within a multi-entity, private equity-backed, or platform-based...Local area
DRMP
Rockford, IL6 days ago - ...support transitions.Assist in planning, coordinating, and... ...development block grants and/or a private pay agreement.Maintain accurate... ...need of services according to federal guidelines.Complete, collect,... ...Required Qualifications/Skills: Associate’s degree in human services,...Full timeWork at officeImmediate start
Winnebago Tribe of Nebraska
Rockford, IL4 days ago $15 - $80 per hour
...seasonal Prepare complete, accurate tax returns for clients with diverse and complex tax situations... ...competitive hourly rate, and an incentive plan that rewards your impact as you build... ...commitment to care extends to our associates. When you join us, you become part of...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal area- ...Seasonal Tax AssociateAs a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services—no prior tax experience required. With training and support from... ...incentive compensation or short-term incentive plans, which could generate additional earnings...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift
H&R Block
Roscoe, IL4 days ago - ...status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion...Rotational programPermanent employmentFull timeContract workInternshipLocal areaRelocationRelocation package
Siemens
Rockford, IL12 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Federal Tax Associate - Private Client Planning. Be the first to apply!
