Tax Senior Manager - Compensation & Benefits
About The Position
The Senior Manager on RSM’s Compensation and Benefits Tax Advisory team works with global and domestic, public and private clients on employee-related compensation and tax matters. The role covers executive compensation, fringe benefits, and employment-related tax reporting, withholding, and deduction issues. It combines technical tax expertise with strategic and practical guidance. The Senior Manager leads client projects, reviews tax analysis, data entry, and tax research, and collaborates with team members and colleagues across practices. The role includes managing complex projects and client and stakeholder relationships, providing high-quality consulting advice, contributing to thought leadership, identifying cross-selling opportunities, and serving as a performance advisor to other consultants. The role also supports team operations, training, mentoring, resource allocation, workflow, engagement metrics, and invoicing.
Requirements
- Bachelor’s degree in Accounting or a related field from an accredited university.
- An active CPA license in the state of residence or primary office, active Enrolled Agent (EA) license, or active Attorney license.
- At least eight years of experience in public accounting or a similar role.
- Strong understanding of federal income and/or employment tax principles.
- Proactive, growth-oriented approach and ability to build a professional network.
- Strong computer skills, including proficiency in Microsoft Excel.
- Ability to meet client service, quality, and performance expectations within applicable deadlines and firm and client standards.
- Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and through electronic or written means.
- Effective project management skills, including managing multiple priorities and projects, meeting deadlines, and maintaining accuracy and quality in a fast-paced client service environment.
- Ability to work in a professional office environment and, as required, at client sites; sit for extended periods; and work at a computer and other standard office equipment.
- Availability for consistent onsite presence during core business hours, regular reporting to a firm office, and travel to client sites as required, including access to reliable transportation.
- Flexibility to work extended and/or non-standard hours during peak periods or as needed for client, project, or firm business requirements.
Nice To Haves
- Recent experience working with a national professional services or compensation consulting firm.
- Working knowledge of tax impacts of various compensation components.
- Experience with various industries and ownership structures, including publicly and privately owned companies, private equity, family offices, exempt organizations, and state and local governments.
Responsibilities
- Oversee project steps, deliverables, timelines, tools, and firm-approved methodologies for compensation and benefits engagements.
- Apply knowledge of compensation and benefits tax laws, regulations, and other authority, and assist with training others on related technical issues.
- Review written guidance, technical memoranda, articles, and client communications on matters including Internal Revenue Code sections 83, 162(m), 404, 409A, and 280G.
- Participate in and often lead calls with client stakeholders and their advisors to discuss issues and collaborate on solutions.
- Review and advise on tax implications of compensation plans and related effects of mergers and acquisitions.
- Collaborate with specialty groups on intersecting technical matters, including cross-border, corporate, and partnership taxation, and build relationships to support client service growth.
- Support team operational excellence by training, mentoring, developing, and providing feedback to consultants; managing resource allocation, utilization, and workflow; and overseeing engagement metrics and invoicing.
- Manage client projects and relationships, provide consulting advice, and collaborate with colleagues across practices.
- Contribute to thought leadership, identify cross-selling opportunities, and serve as a performance advisor to other consultants.
Benefits
- Competitive benefits and compensation package.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
