Retirement Plan Tax Senior Manager – Flexible Schedule

RSM US LLP

Washington (District of Columbia)

On-site

USD 150,000 - 301,000

Full time

5 days ago

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Job summary

RSM US LLP is seeking an experienced retirement plans professional to help clients address complex technical and operational issues involving qualified plans, 401(k)s, IRAs, and ESOPs. You will work with engagement teams to interpret regulatory developments, provide practical guidance, and support compliance while achieving strategic objectives.

The role focuses on retirement plan matters across the firm, including design, compliance reviews, and fiduciary considerations, with collaboration

Qualifications

Bachelor's degree in Accounting or related field.
Active CPA, Enrolled Agent, or Attorney license.
8+ years of client-facing experience and leadership.
Proactive with strong networking abilities.
Proficient in Microsoft Excel.
Strong communication and professional interaction.
Ability to manage multiple priorities and travel to client sites.
Ability to work in a professional office and at client sites.

Responsibilities

Research, analyze, and consult on retirement plans and benefits.
Review guidance and client communications on retirement plan developments.
Monitor regulatory developments with Tax professionals and communicate implications.
Contribute to internal/external communications on retirement plan developments.
Train professionals on retirement plans, qualification requirements, compliance, and fiduciary considerations.
Support clients with plan design, compliance reviews, and plan transactions.
Collaborate with other groups on issues intersecting with retirement plans.