Senior Associate Tax Data Process Consulting

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.

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.

Key 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.

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.

How This Role Reflects RSM’s Culture

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.

Required Qualifications

• 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 Qualifications

• 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 complete an application, interview, or otherwise participate in the recruiting process, please call us at View phone number on click.appcast.io or send us an email at View email address on click.appcast.io.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $86,500 - $164,500

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.