Tax Manager - Private Equity Portfolio Company

RSM US LLP•San Diego, CA

4d•$95,400 - $180,400•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, M&A transactions, and capital account analysis, using industry expertise and digitally enabled tax technology. The Tax Manager will provide partnership and corporate tax services, manage client needs and compliance obligations, review complex tax returns, and help identify and resolve tax issues. The role also involves building client relationships, supporting business development, and developing team members. The position works with U.S. and India teams and may include people leadership responsibilities. RSM describes most roles as hybrid, with team members aligned to an RSM office and meeting in person when it best supports clients, teams, development, or relationship-building.

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 one or more of 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 and manage multiple projects and engagement teams for various clients.
Project management and critical-thinking skills.
Strong organizational and time-management skills, including 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, tax preparation, and industry specialization.
Ability to handle multiple tasks simultaneously.
Experience dealing 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 Section 704(c), Section 754 matters, and M&A implications related to PPA.
International tax matters and K-2/K-3 reporting.

Responsibilities

Advise clients on partnership tax planning, research, compliance, allocations, and transactional activities.
Support new business development, extended services, and tax issue recognition for existing clients.
Develop, motivate, and train staff-level team members.
Manage partnership client tax service needs and federal and state tax compliance.
Develop and sustain strong client relationships.
Keep current on tax practices and changes in tax law.
Provide industry knowledge and expertise.
Work collaboratively with U.S. teams and continue developing teams in the U.S. and India.
Provide detailed review and analysis of complex tax returns.
Manage multiple complex issues and communicate in non-technical language between clients and service teams while managing risk for the client and firm.
Serve as Tax client service coordinator for appropriate clients.
Advise clients on tax planning, research, compliance, and general mergers and acquisitions activities.
Manage corporate client tax service needs and federal and state tax compliance.
May have people leadership responsibilities.