Tax Manager - Accounting Methods and Periods

RSM US LLP; Glendale (CA); On-site; USD 100,000 - 189,000; Full time

Benefits offered by this job

Flexible schedule

Discretionary bonus

Job summary

RSM US LLP seeks a seasoned tax consulting professional in California to support the CIM group with timing for revenue and expense recognition, capitalization and inventory accounting. You will review methods, changes, and assist in M&A diligence, providing technical memoranda and IRS interaction.

You will lead AMP projects, mentor staff, and coordinate with multiple teams to deliver advisory engagements while staying current with regulatory changes and pursuing professional certifications.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA, EA, attorney license or equivalent pre-approved certification per firm requirements.
• Minimum six years of public accounting experience with practice-building and project management.

Responsibilities

• Identify, manage and review AMP projects with WNT AMP specialists.
• Lead delivery of AMP projects including 481(a) adjustments and tax provision impacts.
• Communicate proactively with clients to enhance service experience.
• Understand GAAP and IFRS accounting pronouncements and apply them in engagements.
• Review memoranda, tax opinions and IRS responses; mentor junior staff.
• Foster collaboration across lines of business to deliver integrated client service.
• Coordinate with teams to deliver AMP, FCI, TPS and E&E analyses as needed.
• Stay current with industry regulations and pursue continuing education.

Skills

Excel

Communication

Project management

Education

Bachelor's degree in Accounting

Master's degree in accounting or related business field

Tools

Microsoft Excel

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

As a member of our Credits, Incentives and Methods (CIM) group, you will be responsible for providing tax consulting and advisory services around the timing of recognizing revenue, expense, capitalization, cost recovery and inventory accounting - whether based on regulatory change, tax planning/optimization, liquidity or preparation for a transaction. These services include accounting method reviews, the filing of accounting method or period changes, participating in M&A structuring and diligence, writing of technical advice memorandums, researching technical filing positions and broadly interacting with both internal tax professionals and external client stakeholder s.

Responsibilities

• Identification, project management, and initial technical review of AMP projects, supported by Washington National Tax office (WNT) AMP specialists, including overall changes, revenue recognition, expense recognition, inventory/UNICAP/LIFO, capitalization/cost recovery, Section 174 R&E expenditures, leasing engagements, strategic method reviews, and impacts of transactions/mergers on methods
• Manage delivery of AMP projects (typically automatic or advanced consent changes), including calculation of 481(a) adjustments, impact on tax provisions/reserves, and IRS exam support, while managing teams of 2-4 professionals
• Focus on client service expertise and the client experience by proactively and timely communicating with clients
• Understand financial accounting (GAAP; IFRS) and current financial accounting pronouncements
• Review technical memoranda, legal basis disclosures, tax opinions, positions, and responses to IRS inquiries and Ruling requests
• Train, mentor, and develop professionals through formal mentorship roles and informal interactions
• Foster collaborative relationships with colleagues by identifying opportunities to collaborate and integrate with other lines of business, promoting an integrated approach to client service
• Coordinate with multiple teams to successfully deliver on advisory engagements, primarily AMP in addition to Federal Credit & Incentives (FCI), Tangible Property Services (TPS), and Energy & Excise (E&E) analyses, as appropriate
• Contribute as industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications

Minimum Qualifications

• Bachelor's degree in Accounting or a related field from an accredited university
• One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; active attorney license; or a pre-approved alternative certification that meets RSM requirements
• Minimum of six years of experience in public accounting, with a proven track record of practice building and project management, and demonstrated experience effectively identifying, selling, and delivering tax services to middle market business clients
• Proven track record of successful tax planning, including accelerated depreciation deductions through cost segregation, fixed assets, and repairs and maintenance analyses
• Strong computer skills, including proficiency in Microsoft Excel
• Proven capacity to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
• Strong communication skills, including clear, professional, and effective interaction with firm personnel and clients in person, by telephone, and through electronic or written means
• Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while meeting deadlines and maintaining accuracy and quality of work in a fast paced, client service environment
• Experience working effectively in a professional office environment and, as required by the role, at client sites, including sitting for extended periods of time and working at a computer and other standard office equipment
• Capacity to maintain a consistent onsite presence during core business hours, including regular reporting to a firm office location and travel to client sites as required, with access to reliable transportation
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs

Preferred Qualifications

• 5+ years of experience working with tax accounting methods and inventory, or related tax-advisory field (ex: mergers & acquisitions, ASC 740)
• Master's in accounting or another business-related field; MBA, MST, JD/LLM

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California,

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $100,000 - $189,200

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.