Tax Manager - Private Equity Portfolio Company

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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.

Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Corporate Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.

As a Tax Manager with RSM, you will use your expertise in taxation to provide compliance and consulting services to corporations. Candidates must be familiar with the tax compliance, consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs. You will have the opportunity to develop and pursue creative approaches to resolve client issues.

Responsibilities:

• Technical and substantive review of tax workpapers and tax returns of Corporations Federal and State returns to provide a high-quality work product

• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities

• May have people leadership responsibilities

• Assist with new business development, extended service, and tax issue recognition for existing clients

• Develop, motivate, and train staff level team members

• Manage corporate client needs with respect to tax services and federal and state tax compliance

• Review and research tax questions related to income tax compliance for federal, state, and ASC 740 purposes

• Develop and sustain strong client relationships

• Keep up to date on current tax practices and changes in tax law

• Provide industry knowledge and experience

• Ensure effective and proactive communication with external and internal stakeholders as necessary

Basic Qualifications:

• Bachelor’s Degree in accounting or business-related field

• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements

• Minimum of 7 years of experience working in a public accounting firm with current tax experience and a strong background in Partnerships, S Corporations, and C Corporations

• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

• Experience of 2 years of doing technical review of simple, moderate, or complex tax returns and workpapers

Preferred Qualifications:

• A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients

• Outstanding organizational and time management skills; ability to prioritize multiple assignments

• Working knowledge of tax code and technical aspects of tax preparation and compliance

• Strong technical skills in accounting and tax preparation and industry specialization

• Experience in dealing with international tax matters would be a plus

• Experience reviewing the calculation of ASC 740 tax provisions

• Familiarity with tax research tools (Bloomberg BNA, RIA/Thompson Checkpoint, CCH Answer Connect etc.) and tax preparation technology (CCH Axcess preferred)

• Experience with OneSource Tax Provision Software

• Experience with OneSource Income Tax – tax return preparation

• Experience with ASC 740 Purchase Accounting

• Experience with M&A Purchase Price Allocations and Gain Calculations

• Experience with large multi-state consolidated C corporations

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at <https://rsmus.com/careers/working-at-rsm/benefits>.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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 disabilit…