Tax Manager - Exempt Organizations

RSM US LLP; Chicago (IL); On-site; USD 95,400 - 180,400; Full time

Benefits offered by this job

Flexible schedule

Discretionary bonus based on performance

Competitive benefits package

Job summary

RSM US LLP in Chicago is looking for a Tax Manager to lead engagements and develop client relations in the Exempt Organizations Tax practice. The position requires a minimum of 5 years of public accounting experience and appropriate licensure.

The successful candidate will manage teams, provide tax services to complex organizations, and ensure project performance. Competitive compensation of $95,400 to $180,400 is offered, along with eligibility for a discretionary bonus.

Qualifications

• 5+ years of experience in public accounting.
• Must hold a CPA license, J.D., or Enrolled Agent.
• Experience with complex tax-exempt organizations required.

Responsibilities

• Provide tax compliance and advisory services.
• Manage team members and engagements.
• Build client relationships and manage a portfolio.

Skills

Public accounting experience

CPA license or J.D. or Enrolled Agent

Tax compliance/advisory services for tax-exempt organizations

Team management

Project management skills

Job description

Tax Manager – Exempt Organization Tax Practice

RSM seeks a dynamic Tax Manager to lead and develop client relationships and engagements in the Exempt Organizations Tax practice.

Responsibilities

• Provide tax compliance and/or advisory services to complex tax‑exempt organizations.
• Work as part of a dedicated team of experienced exempt organization tax professionals.
• Build and manage a portfolio of client relationships of varying size and scope and act as the point of contact for internal and external clients.
• Manage teams of tax professionals and assistants working on client projects.
• Manage risk and financial performance of engagements including billings, collections, and tax project budgets.
• Participate in and contribute to market and business activities external to the firm.

Basic Qualifications

• 5+ years of experience in public accounting.
• CPA license in one’s principal place of business/home state, or licensed J.D., or Enrolled Agent.
• Experience providing tax compliance and/or advisory services to complex tax‑exempt organizations, including hospitals and health systems.
• Experience managing team members and engagements.

Preferred Qualifications

• Direct experience serving large, complex exempt organizations, including nonprofit hospitals, integrated health systems, academic medical centers, and multi‑entity structures.
• Strong technical knowledge of IRC Sections 501(c)(3), 511–514, 4958, and 509(a).
• Experience working with organizations that maintain complex investment portfolios, including private equity, hedge funds, alternative investments, and related K‑1/K‑3 reporting considerations.
• In‑depth experience with Schedule H (hospitals), Schedule K, and other complex Form 990 reporting requirements.
• Strong project management skills, with the ability to coordinate across service lines and geographies to deliver integrated client solutions.

Compensation & Benefits

• Competitive benefits and compensation package, including flexibility in schedule.
• Compensation Range: $95,400 – $180,400.
• Eligible for a discretionary bonus based on firm and individual performance.

EEO Statement

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 U.S. uniformed service, U.S. 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.