Private Client Services Intern - Winter 2024

PRIVATE CLIENT SERVICES INTERN 

Position Description 

At RSM, interns work with large and small companies in various industries. They develop strong working relationships with clients built on understanding their businesses and challenges. Interns work on multiple team engagements each year, including several pieces of any particular assignment - not just one part. Working in a mutually respectful team environment helps our associates perform at their best and integrate their career with their personal life. 

Examples of the candidate’s responsibilities include:  

• Working with high networth families, closely held businesses, estates, trusts and private foundations 

• Developing strong working relationships with clients built on understanding their needs and challenges 

• Completing tax planning and research 

• Preparing federal and state & local tax returns 

• Developing a general understating of reporting requirements of different entity structures and the compliance process 

• Increasing involvement in developing cutting edge tax ideas that could significantly lessen clients overall effective tax rates 

• Leveraging tax knowledge and understanding of the tax preparation process to bring work to completion for review 

• Demonstrating awareness of differing levels of assurance as it relates to tax positions taken through writing memoranda and other written documentation on complex tax issues for business and private tax clients 

• Staying current on tax legislation relevant to Private Client Service clients 

Basic Qualifications:  

• 90 credit hours completed  

• Working towards B.A. / B.S. degree or equivalent from accredited university   

• Accounting Major 

• Travel to assigned client locations may be required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations. 

• A minimum 3.0 GPA is preferred 

Preferred Qualifications:  

• Excellent written and verbal communication skills   

• Strong computer skills, including proficiency in Microsoft Excel  

• Ability to work effectively on a team 

• Ability to work in a multitask and fast-paced environment