Tax Senior Manager - Private Equity Portfolio Company

RSM•Dallas, TX

20d•Hybrid

About The Position

RSM’s Private Equity Portfolio Company practice serves partnership and corporate companies, most of which are owned by private equity funds. This role joins the Partnership Tax team, which advises clients on tax strategy and compliance using industry and technical expertise and cross-functional collaboration, particularly with the Financial Services team. The team supports clients through M&A transactions and capital account analysis and delivers digitally enabled services using tax technology. The Tax Senior Manager provides partnership and corporate tax services, leads complex engagements, reviews tax returns and research, develops client relationships, and supports staff development and business growth. The role focuses on technical and quality expertise, people and talent management, and client service and business development. RSM describes most roles as hybrid, with team members aligned to an office and meeting in person when useful for clients, teams, development, or relationship-building; some roles may be virtual or primarily onsite depending on requirements.

Requirements

Bachelor’s degree in accounting or a business-related field.
One of the following: active CPA license in the state of residence, active Enrolled Agent license, active Attorney license, or a pre-approved alternative certification that meets RSM requirements.
At least 8 years of corporate federal tax compliance and tax consulting experience involving planning, research, and general mergers and acquisitions activities.
At least 8 years of public accounting experience, with a focus on partnership taxation.
Experience with S corporations or partnerships/LLCs.
Effective verbal and written communication skills.
Strong Microsoft Excel and Word skills.

Nice To Haves

Proven ability to build profitable, sustainable client relationships and manage 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, with industry specialization.
Ability to handle multiple tasks simultaneously.
Experience 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.
Familiarity with capital account analysis.
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 planning, research, compliance, allocations, and general transactional activities.
Assist with new business development, extended services, and tax issue recognition for existing clients.
Develop, motivate, and train staff-level team members.
Lead and manage complex engagement business relationships, deliver high-quality tax advice, expand services, and sustain strong client relationships.
Stay current on tax practices and changes in tax law.
Review research findings and ensure conclusions comply with firm policies and professional standards.
Build relationships across business lines to support integrated client service.
Provide detailed review and analysis of complex tax returns.
Manage multiple complex issues and communicate technical matters clearly between clients and service teams while managing risk for the client and firm.
Serve as the Tax client service coordinator for appropriate clients.
Manage corporate client needs relating to tax services and federal and state tax compliance.
May have people leadership responsibilities.