Tax Manager - Private Equity Portfolio Company
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 joins the Corporate Tax team, which advises clients on tax strategy and compliance in collaboration with cross-functional teams, particularly Financial Services. The team supports clients through M&A transactions and capital account analysis and delivers digitally enabled services using RSM’s tax technology offerings. As a Tax Manager, you will provide tax compliance and consulting services to corporations. The role calls for familiarity with tax compliance and consulting processes and analytical skills to diagnose, develop, and implement solutions to client needs. You will also have opportunities to develop creative approaches to resolving client issues. The role follows a hybrid workstyle in most cases, with team members aligned to an RSM office and coming together in person when it supports clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site depending on role requirements, team priorities, and client needs. Compensation ranges from $95,400 to $180,400, with eligibility for a discretionary bonus based on firm and individual performance.
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.
- Strong written and verbal communication skills, with the ability to work collaboratively and handle multiple tasks simultaneously.
- At least 2 years of experience technically reviewing simple, moderate, or complex tax returns and workpapers.
Nice To Haves
- A proven record of building profitable, sustainable client relationships while managing multiple projects and engagement teams for various clients.
- Outstanding organizational and time-management skills and 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.
- Experience dealing with international tax matters.
- Experience reviewing ASC 740 tax provision calculations.
- Familiarity with tax research tools such as Bloomberg BNA, RIA/Thompson Checkpoint, and CCH AnswerConnect, and tax preparation technology; CCH Axcess is preferred.
- 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, multistate consolidated C corporations.
Responsibilities
- Technically and substantively review corporate tax workpapers and federal and state tax returns to ensure high-quality work.
- Advise clients across 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 clients’ tax service needs 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.
- Keep up to date on current tax practices and changes in tax law.
- Provide industry knowledge and experience.
- Ensure effective, proactive communication with external and internal stakeholders.
- Potentially take on people leadership responsibilities.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
