Tax Manager - Private Equity Portfolio Company
About The Position
The Tax Manager will join RSM’s Private Equity Portfolio Company practice on the Corporate Tax team, which serves partnership and corporate companies, many owned by private equity funds. The role provides corporate tax compliance and consulting services, including advice on tax strategy and compliance obligations, M&A transactions, and capital account analysis. The team works cross-functionally, particularly with the Financial Services team, and delivers digitally enabled services using tax technology. The successful candidate will use taxation expertise and analytical skills to diagnose client needs and develop and implement solutions. The position includes reviewing corporate tax workpapers and returns, advising clients across corporate tax services, managing federal and state compliance needs, researching tax matters, and developing client relationships. The role may include people leadership and staff development responsibilities.
Requirements
- Bachelor’s degree in accounting or a business-related field.
- An active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or 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, ability to work collaboratively, and ability to handle multiple tasks simultaneously.
Nice To Haves
- Proven record of building profitable, sustainable client relationships and simultaneously managing multiple projects and engagement teams for various clients.
- Outstanding 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 and tax preparation, with industry specialization.
- Experience dealing with international tax matters.
- Experience with tax research tools such as Bloomberg BNA, RIA/Thompson Checkpoint, or CCH Answer Connect, 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 for 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 federal and state tax workpapers and returns to provide high-quality work product.
- Advise clients on corporate tax planning, research, compliance, and general mergers and acquisitions activities.
- 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 income tax compliance questions 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.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
