Retirement Plans Tax Senior Manager — Flexible Schedule

RSM US LLP; New York (NY); On-site; USD 150,000 - 301,000; Full time

Job summary

RSM US LLP is seeking an experienced retirement plans specialist to address complex technical and operational issues in qualified plans, 401(k), IRAs, and ESOPs. You will work with engagement teams to interpret regulatory developments and guide clients toward compliant, strategic outcomes.

The role emphasizes collaboration with Washington National Tax professionals, client training, and cross-functional cooperation across payroll tax and corporate taxation with opportunities to impact plan

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license, EA license, or Attorney license in the state of residence or primary office.
• Minimum eight years of experience including client-facing roles and oversight of others.
• Strong communication, networking, and project management skills.
• Proficiency in Microsoft Excel and basic IT aptitude.

Responsibilities

• Research, analyze, and consult on retirement plans, IRAs, ESOPs, and employee benefits.
• Review guidance and client communications on retirement plan developments.
• Monitor regulatory developments and communicate implications to clients and teams.
• Contribute to communications on new developments affecting retirement plans and administration.
• Train professionals on retirement plan issues including qualification, compliance, corrections, and fiduciary considerations.
• Support clients with plan design, compliance reviews, and plan transactions.
• Collaborate with related groups on issues intersecting with retirement plans.

Skills

CPA license

Enrolled Agent

Attorney license

Education

Bachelor's degree in Accounting or related field

Tools

Microsoft Excel

Job description

RSM US LLP is seeking an experienced retirement plans specialist to address complex technical and operational issues in qualified plans, 401(k), IRAs, and ESOPs. You will work with engagement teams to interpret regulatory developments and guide clients toward compliant, strategic outcomes.

The role emphasizes collaboration with Washington National Tax professionals, client training, and cross-functional cooperation across payroll tax and corporate taxation with opportunities to impact plan