Tax Manager - Private Equity Portfolio Company

RSM•San Diego, CA

9d•Hybrid

About The Position

RSM is seeking a Tax Manager to join its Private Equity Portfolio Company Partnership Tax team. The role provides tax compliance and consulting services to operating entities structured as partnerships and LLCs, with a strong focus on partnership transactions, allocations, and complex partnership taxation. The team advises clients on tax strategy and compliance, supports M&A transactions and capital account analysis, and delivers services using tax technology and cross-functional expertise, particularly in coordination with the Financial Services team. The Tax Manager will guide clients through tax planning, research, compliance, allocations, and transactional matters; oversee complex tax returns and federal and state compliance; maintain client relationships; and contribute to business development and staff development. The role may include people leadership responsibilities and collaboration with teams in the United States and India. RSM describes most roles as hybrid, with team members aligned to an office and meeting in person when helpful for clients, teams, development, or relationships; some roles may be virtual or primarily onsite based on requirements and priorities.

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 corporate federal tax compliance and tax consulting experience in planning, research, and general mergers and acquisitions activities.
At least 5 years of public accounting experience focused on partnership taxation.
Experience with S-Corps or partnerships/LLCs.
Effective verbal and written communication skills.
Strong Microsoft Excel and Word skills.

Nice To Haves

Proven ability to build profitable, sustainable client relationships while managing multiple projects and engagement teams for various clients.
Project management and critical-thinking skills.
Strong 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, and industry specialization.
Ability to handle multiple tasks simultaneously.
Experience with international tax matters.
Experience with tax research tools such as Bloomberg BNA or RIA Checkpoint, and tax preparation technology; CCH Axcess is preferred.
Experience with partnership taxation.
Experience or familiarity with capital account analysis.
Experience or familiarity with 704(c), 754 matters, and M&A implications related to PPA.
Knowledge of international tax matters and K-2/K-3 reporting.

Responsibilities

Advise clients on partnership tax services, including planning, research, compliance, allocations, and transactional activities.
Support client M&A transactions and capital account analysis.
Assist with new business development, extended services, and tax issue recognition for existing clients.
Develop, motivate, and train staff-level team members; the role may include people leadership responsibilities.
Manage partnership client needs for tax services and federal and state tax compliance.
Develop and sustain strong client relationships.
Keep current on tax practices and changes in tax law, and provide industry knowledge and expertise.
Work collaboratively with the U.S. team and help develop teams in the United States and India.
Provide detailed review and analysis of complex tax returns.
Manage multiple complex issues and communicate tax matters in non-technical terms between clients and the service team while managing risk for both the client and the firm.
Serve as the Tax client service coordinator for appropriate clients.
Advise clients on tax services including planning, research, compliance, and general mergers and acquisitions activities.
Manage corporate client needs for tax services and federal and state tax compliance.