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.

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.

Senior Associate – Tax Data, Process Consulting

Key skills