Senior Retirement Plan Tax Leader

RSM US LLP; Stamford (CT); On-site; USD 150,000 - 301,000; Full time

Job summary

RSM US LLP seeks an experienced retirement plans professional to advise clients on qualified plans, 401(k)s, IRAs, and ESOPs. You will interpret regulatory developments, provide practical guidance, and support client compliance while aligning with strategic objectives.

You will train colleagues, review guidance, monitor IRS changes, and collaborate with teams across compensation and benefits to deliver high-quality retirement plan services from Stamford and client sites as required.

Qualifications

• Active CPA/EA/Attorney license required or state eligibility to obtain one within a reasonable time.
• Minimum eight years of client-facing experience with oversight of others.
• Proven ability to manage multiple projects and meet deadlines in a professional office setting.
• Strong communication skills and the ability to train others in retirement plan topics.

Responsibilities

• Research and consult on technical issues related to qualified retirement plans and ESOPs.
• Review guidance and client communications on retirement plan developments.
• Monitor IRS and regulatory changes with Tax professionals and communicate implications.
• Contribute to internal/external communications about retirement plan developments.
• Train colleagues on qualification requirements and fiduciary considerations.
• Support plan design, compliance reviews, and operational issues for clients.
• Collaborate with other groups on issues intersecting retirement plans and compensation.

Skills

Client-facing experience

Proactive and growth-oriented

Strong communication

Project management

Travel willingness

Education

Bachelor's degree in Accounting or related field

CPA / EA / Attorney license

Tools

Microsoft Excel

Job description

RSM US LLP seeks an experienced retirement plans professional to advise clients on qualified plans, 401(k)s, IRAs, and ESOPs. You will interpret regulatory developments, provide practical guidance, and support client compliance while aligning with strategic objectives.

You will train colleagues, review guidance, monitor IRS changes, and collaborate with teams across compensation and benefits to deliver high-quality retirement plan services from Stamford and client sites as required.