Greater opportunities to build the life you want
Greater Peoria, IL
Greater Peoria, IL

Senior Associate, Partnership Tax Technology Consulting



IT, Sales & Business Development
Posted on Thursday, February 22, 2024

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, inclusive 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

Are you a tech visionary who wants to play a critical role in the next wave of tech innovation? Are you convinced that a tax process can be improved by leveraging technology? Are you frustrated with manual processes? At RSM, you will be part of an inclusive team who wants to hear your voice. You will develop into a Subject Matter Expert on the various tax technology products while interfacing with clients to develop and implement automations and technologies, to create efficiencies in processes and add value.

Some of the opportunities you will have:

  • Meet with clients and engagement teams to process map, identify areas of improvement and opportunities where automation and technology can be introduced.

  • Build automation workflows to help clients and teams cut hours as well as enhance deliverables.

  • Collaborating with other Tax Subject Matter Experts (SMEs), technical teams, and project managers on development projects.

  • Leading and engaging various teams to resolve problems as they arise.

*This position is open to candidates from all U.S. locations and may work 100% virtually but Tri-State region preferred (NY, NJ, CT)

The Team
The Center of Advanced Tax Technology (CATT) is one of the fastest growing practice groups in all of RSM Tax. The CATT team is focused on enhancing RSM US's ability to deliver comprehensive, value-added, and efficient tax services to our clients. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, technology development, and project management. The team consults and executes on a wide range of initiatives involving process, tool development, and implementation including training development, engagement management, and tool design.


  • Bachelor’s degree in required (preference given to Business or Technology major).

  • Minimum 3+ years of related work experience required in individual tax accounting, data visualization tools (i.e. Power BI, Tableau etl), ETL tools (i.e. Alteryx, etc) and Excel VBA.

  • Prior public accounting experience with a mid to large size firm(s) or other professional services experience required.

  • Strong knowledge of the data side of CCH Axcess Tax (for 1040s and 990s).

  • Strong communication skills for differing audiences and situations.

  • Ability to coordinate and work effectively with teammates, end-users and leadership.

  • Ability to work in a virtual team environment.

  • Ability to complete work in an acceptable timeframe and manage a variety of detailed tasks and responsibilities simultaneously and with accuracy to meet deadlines, goals, and objectives and satisfy internal and client needs.


  • Partnership tax accounting and sub chapter k allocations experience.

  • Understanding of partnership tax allocation methodology in the hedge, private equity, real estate industry.

  • Working knowledge of analytics, data management, statistics, accounting, and computer applications.

  • Experience with tax compliance systems or financial systems and technology.

  • Experience with any level of coding.

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. 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 https://rsmus.com/careers/working-at-rsm/benefits.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and/or gender expression); 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; 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 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.

Compensation Range: $82,400 - $167,900