Senior Retirement Plan Tax Manager

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

Benefits offered by this job

Competitive benefits

Flexible schedule

Discretionary bonus eligibility

Job summary

RSM US LLP in Chicago seeks an experienced retirement plans specialist to join the Compensation and Benefits team. You will help clients address complex issues on qualified plans, 401(k)s, IRAs, and ESOPs while ensuring regulatory compliance and practical guidance.

You will interpret developments, support engagement teams, and train colleagues on plan design, fiduciary considerations, and operational matters as part of a collaborative professional environment.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license in the state of residence or primary office, or active Enrolled Agent (EA) license, or active Attorney license.
• Minimum of eight years of experience including client-facing roles and oversight of others.
• Proactive, growth-oriented with ability to build professional network.
• Strong computer skills, including Microsoft Excel.

Responsibilities

• Research, analyze, and consult on technical issues relating to qualified retirement plans, IRAs, ESOPs, and employee benefits.
• Review written guidance, technical memoranda, articles, and client communications related to retirement plan developments.
• Collaborate with Washington National Tax professionals to monitor developments affecting retirement plans and communicate implications to clients.
• Contribute to internal and external communications regarding new developments impacting retirement plans and retirement plan administration.
• Train professionals across the firm on retirement plans technical issues including qualification requirements and fiduciary considerations.
• Support clients with plan design, compliance reviews, operational issues, and transaction-related retirement plan matters.
• Collaborate with other groups on issues intersecting retirement plans like executive compensation, payroll tax, corporate taxation, and transaction advisory services.

Skills

CPA license

EA license

Attorney license

Eight years experience

Excel proficiency

Project management

Client communication

Education

Bachelor's degree in Accounting or related field

Job description

RSM US LLP in Chicago seeks an experienced retirement plans specialist to join the Compensation and Benefits team. You will help clients address complex issues on qualified plans, 401(k)s, IRAs, and ESOPs while ensuring regulatory compliance and practical guidance.

You will interpret developments, support engagement teams, and train colleagues on plan design, fiduciary considerations, and operational matters as part of a collaborative professional environment.