Tax Manager - Private Equity Portfolio Company
About The Position
RSM is seeking a Tax Manager to join its growing Private Equity Portfolio Company tax team, specifically the Partnership Tax team. The role provides tax compliance and consulting services to operating entities structured as partnerships and LLCs, with a strong focus on partnership transactions, allocations, and complex partnership taxation. The team advises clients on tax strategy and compliance, M&A transactions, and capital account analysis, using industry and technical expertise and digitally enabled tax technology. The position also involves managing client needs, reviewing complex tax returns, developing client relationships, and supporting staff development. The workstyle is generally hybrid, with team members aligned to an RSM office and meeting in person as client, team, development, or relationship-building needs support.
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 corporate federal tax compliance and tax consulting experience involving planning, research, and general mergers and acquisitions activities.
- Public accounting experience, including at least 5 years focused on partnership taxation.
- Experience with one or more of the following: S corporations or partnerships/LLCs.
- Effective verbal and written communication skills.
- Strong Microsoft Excel and Word skills.
Nice To Haves
- A record of building profitable, sustainable client relationships while managing multiple projects and engagement teams for various 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, and industry specialization.
- Ability to handle multiple tasks simultaneously.
- Experience dealing with international tax matters.
- Experience with tax research tools such as Bloomberg BNA or RIA Checkpoint, and tax preparation technology; CCH Axcess is preferred.
- 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 identification of tax issues for existing clients.
- Develop, motivate, and train staff-level team members; the role may include people leadership responsibilities.
- Manage partnership and corporate client needs for tax services and federal and state tax compliance.
- Build and sustain strong client relationships and serve as the tax client service coordinator for appropriate clients.
- Keep 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 between clients and service teams while managing risk for the client and firm.
- Advise clients on planning, research, compliance, and general mergers and acquisitions tax activities.
Benefits
- Competitive benefits and compensation package.
- Eligible for a discretionary bonus based on firm and individual performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
