Tax Manager - Private Equity Portfolio Company

RSM•McLean, VA

3d•Hybrid

About The Position

RSM is seeking a Tax Manager to join its Private Equity Portfolio Company practice and 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 manager advises clients on tax strategy and compliance, supports M&A and transactional activities, and works with cross-functional teams, including Financial Services. The position also involves reviewing complex returns, managing client relationships and engagements, developing staff, and contributing to business development. The practice serves partnership and corporate companies, many of which are owned by private equity funds.

Requirements

Bachelor’s degree in accounting or a business-related field.
An active CPA license in the state of residence, active Enrolled Agent 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 S-Corps or partnerships/LLCs.
Effective verbal and written communication skills.
Strong Microsoft Excel and Word skills.

Nice To Haves

Proven record of building profitable, sustainable client relationships and simultaneously managing multiple projects and engagement teams for various clients.
Project management and critical-thinking skills.
Outstanding organizational and time-management skills, with 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 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 and familiarity with capital account analysis.
Experience or familiarity with Section 704(c), Section 754 matters, and M&A implications related to purchase price allocation.
Knowledge of international tax matters and K-2/K-3 reporting.

Responsibilities

Advise clients on partnership tax planning, research, compliance, allocations, and transactional activities.
Assist with new business development, extended services, and identifying tax issues for existing clients.
Develop, motivate, and train staff-level team members.
Manage partnership and corporate client tax-service needs, including federal and state tax compliance.
Develop and sustain strong client relationships.
Stay current on tax practices and changes in tax law, and provide industry knowledge and expertise.
Collaborate with U.S. and India teams and contribute to their development.
Review and analyze complex tax returns.
Manage multiple complex issues while communicating technical matters in a non-technical manner and managing risk for clients and the firm.
Serve as the tax client service coordinator for appropriate clients.
Advise clients on tax services related to planning, research, compliance, and mergers and acquisitions.
May have people leadership responsibilities.