Tax Manager - Pass-Through Consulting

RSM US LLP•Washington, DC

7d•Hybrid

About The Position

As a member of the Pass-Through Consulting Group (PSCG), you will be focused on the core tax issues that affect the heart of the firm’s client base and an increasingly important part of the national and global business world. The PSCG team works in concert with our local offices and M&A teams in assisting our clients with transactions, leads internal and external trainings and develops and deploys forward-looking internal and go-to-market solutions that help RSM lead in the middle market. As an experienced professional you will be focused on the core tax issues that affect the heart of the firm’s client base and an increasingly important part of the national and global business world. Pass-through entities range from billion-dollar investment funds to high-tech startups. The PSCG team works in concert with our local offices and M&A teams in assisting our clients with transactions, leads internal and external trainings, develops and deploys forward looking internal and go-to-market solutions that help RSM lead in the middle market. There are opportunities for client contact, interaction with leading members of the legal and accounting professions representing other parties in our clients’ transactions, and government officials charged with interpreting the law.

Requirements

Bachelor’s degree in Accounting or a related field from an accredited university
One of the following is required: an active CPA license in the state of residence or primary office; an active Enrolled Agent (EA) license; or an active Attorney license
Minimum of five years of tax experience
Strong computer skills, including proficiency in Microsoft Excel
Demonstrated capacity to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
Strong communication skills, enabling clear, professional, and effective interaction with firm personnel and clients in person, by telephone, and through electronic and written means
Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously; meeting deadlines; and maintaining accuracy and quality of work in a fast‑paced, client service environment
Proven effectiveness working in a professional office environment and, as required by the role, at client sites, including prolonged computer use and operation of standard office equipment
Commitment to maintaining a consistent onsite presence during core business hours, including regularly reporting to a firm office location and traveling to client sites as required, with access to reliable transportation
Willingness to work extended and/or non‑standard hours during peak periods or as necessary to meet client, project, or firm business needs

Nice To Haves

Experience with S‑Corporations and M&A or other transactional settings

Responsibilities

Interact directly with clients and their outside advisors to provide solutions to complex federal income tax issues related to partnerships
Assist buyers and sellers with transaction tax structuring decisions, working in concert with the functional tax lead and outside advisors
Analyze the impact of proposed or completed transactions including but not limited to partial contributions, Revenue Ruling 99-5 and 99-6 transactions, debt financed distributions and disguised sales
Manage multiple client engagements and supervise team members
Research and analyze other issues related to partnership taxation including but not limited to qualified business income, the net investment income tax, passive losses, and carried interests
Develop processes, technology, and other tools used by the PSCG team and the firm as a whole
Mentor and develop engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit and retention
Create and lead training sessions on partnership topics directed at clients, general practitioners and other partnership experts
Act as a member of the engagement team for private equity funds, their portfolio companies and other crown jewel clients