Tax Manager - Private Equity Portfolio Company
About The Position
RSM is seeking a Tax Manager to join its growing Partnership Tax team serving private equity portfolio companies, including partnership- and LLC-structured operating entities. The team advises clients on tax strategy and compliance, with a strong focus on partnership transactions, allocations, and complex partnership taxation. It works with cross-functional teams, particularly Financial Services, and delivers digitally enabled services using tax technology. The role includes providing tax compliance and consulting services, advising on partnership and corporate tax matters, managing client needs and relationships, reviewing complex returns, and supporting team development. The position follows a hybrid workstyle in most cases, with team members aligned to an RSM office and meeting in person as business needs warrant. Compensation is $95,400–$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.
- 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 corporate federal tax compliance and tax consulting experience involving 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 different 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 and tax preparation, with 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 such as CCH Axcess.
- 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.
- Experience with 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 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 and corporate client needs relating to tax services and federal and state tax compliance.
- Develop and sustain strong client relationships and serve as the Tax client service coordinator for appropriate clients.
- Stay current on tax practices and changes in tax law, and provide industry knowledge and expertise.
- Work collaboratively with U.S. and India teams and support their continued development.
- Review and analyze complex tax returns in detail.
- Manage multiple complex issues and communicate technical matters in non-technical terms while managing risk for clients and the firm.
- Advise clients across tax planning, research, compliance, and general mergers and acquisitions activities.
Benefits
- Competitive benefits and compensation package.
- Eligibility 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
