Senior Retirement Plans Tax Leader

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

Benefits offered by this job

Discretionary bonus

Competitive benefits

Job summary

RSM US LLP is seeking an experienced retirement plans professional to join the Compensation and Benefits team. The role focuses on qualified plans, 401(k) plans, IRAs, and ESOPs, with collaboration across the firm to interpret regulatory changes and advise clients on compliance and strategic objectives.

You will train staff, support plan design and compliance, and work with other specialties on matters intersecting retirement plans, including executive compensation and payroll tax.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license or Enrolled Agent (EA) license or Attorney license.
• Eight years of client-facing experience including oversight of others.
• Ability to build a professional network and meet client needs.

Responsibilities

• Research, analyze, and consult on retirement plans, IRAs, ESOPs, and employee benefits.
• Review guidance, memoranda, articles, and client communications related to retirement plans.
• Monitor regulatory and IRS developments and communicate implications to teams and clients.
• Contribute to internal and external communications about retirement plan developments.

Skills

CPA/EA/Attorney

Microsoft Excel

Client facing

Project management

Education

Bachelor's degree in Accounting

Job description

RSM US LLP is seeking an experienced retirement plans professional to join the Compensation and Benefits team. The role focuses on qualified plans, 401(k) plans, IRAs, and ESOPs, with collaboration across the firm to interpret regulatory changes and advise clients on compliance and strategic objectives.

You will train staff, support plan design and compliance, and work with other specialties on matters intersecting retirement plans, including executive compensation and payroll tax.