Tax Manager - Compensation and Benefits

RSM•Minneapolis, MN

About The Position

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 Compensation and Benefits team assists clients and RSM professionals across the firm with respect to a variety of compensation related issues including retirement plans, executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to lead client projects and communication while working with a team of individuals and assisting to train others. As a Tax Manager on our Compensation and Benefits Tax Advisory team, you'll have the opportunity to work with a wide range of clients - global and domestic, public and private - on some of their most important challenges and one of their biggest assets and expenses, employees. You'll work hands-on in a variety of industries and areas, including executive compensation, fringe benefits, and other employment-related tax reporting, withholding and deduction issues. You'll oversee client projects by reviewing tax analysis, data entry, and tax research while working directly with experienced team members to execute projects. This role includes both technical expertise and appreciation for strategy that shapes compensation and benefits programs, while helping clients design and manage programs that align their workforce with their overall business goals. Specific responsibilities will include: Driving project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements. Deepening an understanding of compensation and benefits tax laws, regulations, and other authority. Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and collaborate regarding solutions. Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and prepare related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G. Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions. Overseeing client deliverables that compare and contrast various compensation alternatives for incentivizing key employees Supporting RSM federal tax compliance teams with client inquiries related to compensation and benefits plans Working with other specialty groups on issues that intersect with other technical matters such as cross-border taxation, corporate taxation and partnerships.

Requirements

Minimum B.A. or B.S. degree or equivalent from an accredited university
One of the following active accreditations obtained: licensed CPA in state of practice/primary office if eligible to sit for the CPA; if not CPA eligible: licensed attorney or Enrolled Agent
Minimum of 5 years of tax experience
Excellent written and verbal communication, analytical, and interpersonal skills
Strong computer skills, including proficiency in Microsoft Excel
Strong attention to detail with good time management and organization skills, and ability to work effectively on a team
Ability to perform essential job functions, including meeting client service and performance goals
Demonstrates project management skills, including the ability to manage multiple priorities and projects simultaneously while meeting deadlines.
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
Strong research and communication skills (both written and oral)
Executive presence and ability to participate in strategic planning initiatives

Nice To Haves

Ability to work effectively on a team
Ability to work and multitask in a fast-paced environment

Responsibilities

Driving project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
Deepening an understanding of compensation and benefits tax laws, regulations, and other authority.
Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and collaborate regarding solutions.
Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and prepare related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G.
Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions.
Overseeing client deliverables that compare and contrast various compensation alternatives for incentivizing key employees
Supporting RSM federal tax compliance teams with client inquiries related to compensation and benefits plans
Working with other specialty groups on issues that intersect with other technical matters such as cross-border taxation, corporate taxation and partnerships.

Benefits

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 https://rsmus.com/careers/working-at-rsm/benefits.

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