Tax Senior Manager - Exempt Organizations and Philanthropy - Washington National Tax

RSM US LLP•Washington, DC

3d•$126,100 - $253,000

About The Position

RSM's Washington National Tax team is an experience-based group of distinguished tax professionals who track tax developments directly from the sources and immediately translate the information into how these changes impact our clients. With resources across the country and a physical presence in Washington, D.C., our team stays up to date on the latest developments in tax policy and tax developments. Team members share their analysis of potential implications of new tax laws, Treasury regulations and IRS pronouncements through a regular cadence of articles, webcasts and newsletters and working closely with our engagement teams and clients. RSM's WNT Exempt Organizations and Philanthropy practice works closely with public charities, private foundations, social welfare organizations, trade and professional associations, educational institutions, healthcare organizations, religious organizations, and other exempt entities. The practice advises exempt organizations and their contributors, managers, and advisors on a broad range of federal tax matters and monitors legislative, regulatory, and administrative developments affecting the exempt sector. In addition, the team advises individuals, partnerships, and corporations with respect to charitable contributions and philanthropic planning strategies. We currently are seeking a candidate with strong exempt organization tax advisory experience to join our WNT Exempt Organizations and Philanthropy practice in a senior manager level position. This position will provide tax technical support on a broad range of exempt organization tax matters, including exempt status, operational compliance, unrelated business income, Form 990-series reporting, international activities, governance considerations, and legislative and regulatory developments affecting tax-exempt organizations.

Requirements

8+ years of experience with a national public accounting firm, law firm, or IRS National Office
Deep understanding of federal tax rules applicable to exempt organizations
Strong consulting experience with complex tax issues affecting exempt organizations, such as unrelated business activities, intermediate sanctions, and Chapter 42 excise taxes, and lobbying and political activities
Excellent verbal and written communication skills with the ability to articulate complex information
Bachelor’s degree from an accredited college/university
One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license

Nice To Haves

Experience advising on compensation matters and/or tax-exempt investor issues
LLM (Taxation) or Masters in Taxation

Responsibilities

Serve as a national technical resource for public charities, private foundations, associations, healthcare organizations, educational institutions, and other exempt entities
Provide technical guidance regarding complex operational and transactional matters affecting exempt organizations
Analyze legislative, regulatory, and IRS developments affecting exempt organizations and communicate practical implications to clients and RSM professionals
Assist with formation and restructuring of exempt organizations, including terminations, mergers, split-ups, transfers, and conversions
Represent tax-exempt organizations before the IRS with respect to private letter ruling requests, determination letters and IRS examinations
Draft thought leadership alerts, articles and other content
Provide internal knowledge sharing, including the development and delivery of training
Maintain competency as a technical resource and subject matter expert through continuing education
Identify and manage areas of risk to clients and to the firm
Participate in and contribute to marketing and business activities