Tax Manager - Private Equity Portfolio Company

RSM•Salt Lake, UT

3d•Hybrid

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 is on the Corporate Tax team, which advises clients on tax strategy and compliance using industry and technical expertise and cross-functional collaboration, particularly with the Financial Services team. The team supports clients through M&A transactions and capital account analysis and delivers digitally enabled services using tax technology. As a Tax Manager, you will provide corporate tax compliance and consulting services. You will review tax workpapers and returns, advise clients on corporate tax matters, manage client needs, and help develop solutions to tax issues. The role may include people leadership, staff development, business development, and maintaining strong client relationships. The position follows RSM’s generally hybrid workstyle: employees are aligned to an RSM office and meet in person when it supports clients, teams, development, or relationship-building. Some roles may be virtual or primarily onsite depending on role requirements, team priorities, and client needs.

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 a pre-approved alternative certification that meets 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 conducting technical reviews of simple, moderate, or complex tax returns and workpapers.
Strong written and verbal communication skills.
Ability to collaborate as part of a team and handle multiple tasks simultaneously.

Nice To Haves

A proven record of building profitable, sustainable client relationships and managing multiple projects and engagement teams for various clients.
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, along with industry specialization.
Experience dealing with international tax matters.
Experience reviewing the calculation of ASC 740 tax provisions.
Familiarity with tax research tools such as Bloomberg BNA, RIA/Thomson Checkpoint, or CCH Answer Connect.
Experience with tax preparation technology, preferably CCH Axcess.
Experience with OneSource Tax Provision Software.
Experience with OneSource Income 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

Review corporate tax workpapers and federal and state tax returns to ensure high-quality work products.
Advise clients on corporate tax planning, research, compliance, and general mergers and acquisitions activities.
Manage corporate clients’ federal and state tax compliance and other tax service needs.
Review and research income tax compliance questions for federal, state, and ASC 740 purposes.
Recognize tax issues and assist with new business development and extending services to existing clients.
Develop, motivate, and train staff-level team members.
Maintain and develop strong client relationships.
Keep current with tax practices and changes in tax law.
Apply industry knowledge and experience.
Communicate proactively and effectively with internal and external stakeholders.
Potentially take on people leadership responsibilities.