Tax Manager - Private Equity Portfolio Company

RSM•North Hills, NC

3d•Hybrid

About The Position

RSM’s Private Equity Portfolio Company practice serves partnership and corporate companies, most of which are owned by private equity funds. This role is part of the Corporate Tax team, which advises clients on tax strategy and compliance using industry and technical expertise, including collaboration with the Financial Services team. The team guides clients through M&A transactions and capital account analysis and delivers digitally enabled services using tax technology. As a Tax Manager, you will provide tax compliance and consulting services to corporations. You will apply tax expertise and analytical skills to diagnose client needs, develop solutions, and address tax issues. The role includes reviewing corporate tax work, advising clients on tax matters, supporting client relationships and business development, and potentially leading and developing staff.

Requirements

Bachelor’s degree in accounting or a business-related field.
One of the following: active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification meeting RSM requirements.
At least 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.
At least 2 years of experience technically reviewing simple, moderate, or complex tax returns and workpapers.
Strong written and verbal communication skills, with the ability to collaborate on a team and handle multiple tasks simultaneously.

Nice To Haves

Proven record of building profitable, sustainable client relationships while managing multiple projects and engagement teams for various clients.
Outstanding organizational and time-management skills, with the ability to prioritize multiple assignments.
Working knowledge of the tax code and technical aspects of tax preparation and compliance.
Strong technical skills in accounting and tax preparation, as well as industry specialization.
Experience dealing with international tax matters.
Experience with tax research tools such as Bloomberg BNA, RIA Checkpoint, or CCH AnswerConnect, and tax preparation technology such as CCH Axcess.
Experience reviewing ASC 740 tax provision calculations.
Experience with OneSource Tax Provision Software.
Experience with OneSource Income 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.

Responsibilities

Technically and substantively review corporate tax workpapers and federal and state tax returns to ensure high-quality work.
Advise clients on corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities.
May have people leadership responsibilities.
Assist with new business development, extended services, and tax issue recognition for existing clients.
Develop, motivate, and train staff-level team members.
Manage corporate client needs related to tax services and federal and state tax compliance.
Review and research tax questions related to federal and state income tax compliance and ASC 740.
Develop and sustain strong client relationships.
Stay current on tax practices and changes in tax law.
Provide industry knowledge and experience.
Communicate proactively and effectively with external and internal stakeholders as needed.