Tax Manager - Exempt Organizations

RSM•Chicago, IL

10d

About The Position

RSM is looking for a dynamic Tax Manager to join our growing Exempt Orgs Tax practice. This practice provides clients with tax guidance and planning related to protecting tax-exempt status, preparing and/or reviewing tax returns for exempt organizations and their taxable affiliates (990s/1120s/1065s) and related filings, including international filings as needed, IRS audit defense strategies, and other relevant tax matters. Our people work on key client issues in domestic federal taxation, with a focus on implementing tax strategies that align with the client's business objectives.

Requirements

5+ years of experience in public accounting
CPA license in one's principal place of business/home state, licensed J.D. Or Enrolled Agent
Experience providing tax compliance and/or advisory services to complex tax-exempt organizations, including hospitals and health systems.
Experience managing team members and engagements

Nice To Haves

Direct experience serving large, complex exempt organizations, including nonprofit hospitals, integrated health systems, academic medical centers, and multi-entity structures
Strong technical knowledge of IRC Sections 501(c)(3), 511–514 (unrelated business income), 4958 (intermediate sanctions), and 509(a)
Experience working with organizations that maintain complex investment portfolios, including private equity, hedge funds, alternative investments, and related K-1 / K-3 reporting considerations
In-depth experience with Schedule H (hospitals), Schedule K, and other complex Form 990 reporting requirements
Strong project management skills, including the ability to coordinate across service lines and geographies to deliver integrated client solutions

Responsibilities

Provide tax compliance and/or advisory services to complex tax-exempt organizations
Work as part of a dedicated team of experienced exempt organization tax professionals
Build and manage a portfolio of client relationships of varying size and scope and act as the point of contact for internal and external clients
Manage teams of tax professionals and assistants working on client projects
Manage risk and financial performance of engagements including billings, collections, and tax project budgets
Participate in and contribute to market and business activities external to the firm