Tax Senior Manager - Private Equity Portfolio Company

RSM US LLP•Dallas, TX

21d•$126,100 - $253,000•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 with 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, including planning, research, compliance, allocations, and transactional support. The role leads complex engagements and client relationships, provides high-quality tax advice, reviews complex tax returns and research, supports business development, and develops staff. It may include people leadership responsibilities and serving as tax client service coordinator for designated clients. The position is typically hybrid: team members are aligned to an RSM office and meet in person when appropriate for clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site depending on role requirements, team priorities, and client needs.

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 8 years of corporate federal tax compliance and tax consulting experience related to planning, research, and general mergers and acquisitions activities.
At least 8 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

A proven record of building profitable, sustainable client relationships while managing multiple projects and engagement teams for various clients.
Project management and critical thinking skills.
Strong organization 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 such as CCH Axcess.
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 general transactional activities.
Assist with new business development, extended services, and recognition of tax issues for existing clients.
Develop, motivate, and train staff-level team members.
Lead and manage complex engagement business relationships, provide high-value tax advice, expand services, and develop and sustain client relationships.
Keep current on tax practices and changes in tax law.
Review research findings and ensure conclusions are consistent with firm policies and professional standards.
Build relationships across lines of business to deliver integrated client service.
Provide detailed review and analysis of complex tax returns.
Manage multiple complex issues and communicate them in non-technical terms 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 tax service needs and federal and state tax compliance.