Tax Manager - Partnerships

RSM US LLP; Seattle (WA); Hybrid; USD 95,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

RSM US LLP is seeking a skilled professional to join the Partnership Tax team and advise clients on comprehensive tax services in a dynamic, growth-focused environment. You will work with cross-functional teams, including US and India groups, on complex tax matters and client service coordination.

You will leverage your 7+ years of corporate federal tax experience, CPA/EA/Attorney credentials, and strong analytical abilities to support planning, research, and compliance efforts for partnerships

Qualifications

• Bachelor's degree required in accounting or business-related field.
• Active CPA, EA, Attorney license or approved alternative certification per RSM requirements.
• 7+ years corporate federal tax compliance and tax consulting experience including planning, research, and M&A activities.
• Public accounting experience with 5+ years focusing on partnership taxation.
• Experience with S-Corps or Partnerships/LLCs; strong Excel and Word skills.

Responsibilities

• Advise clients on a full range of partnership tax services including planning, research, compliance, allocations, and transactional activities.
• Assist with new business development and tax issue recognition for existing clients.
• Develop, motivate, and train staff level team members.
• Manage partnership client needs with respect to tax services and federal/state tax compliance.
• Develop and sustain strong client relationships; keep up to date on tax practices and changes.

Skills

Verbal communication

Written communication

Excel

Public accounting experience

Partnership taxation

M&A knowledge

Education

Bachelor's Degree in accounting or business-related field

Tools

Bloomberg BNA

RIA Checkpoint

CCH Axcess

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.

Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.

Responsibilities:

• Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Develop, motivate, and train staff level team members
• Manage partnership client needs with respect to tax services and federal and state tax compliance
• Develop and sustain strong client relationships
• Keep up to date on current tax practices and changes in tax law
• Provide industry knowledge and expertise
• Work in harmony with the U.S. team and continue to develop the teams both in US and India
• May have people leadership responsibilities
• Provide detailed review and analysis of complex tax returns
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Serve as the Tax client service coordinator for appropriate clients
• Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Manage corporate client needs with respect to tax services and federal and state tax compliance

Basic Qualifications:

• Bachelor's Degree in accountingor business-related field
• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
• Must have at least 7+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
• Experience in public accountingwith at least 5+ of those years focusing on partnership taxation
• Experience with one or more of the following: S-Corps or Partnerships/LLCs
• Effective verbal and written communication skills
• Strong Microsoft Excel and Word skills required

Preferred Qualifications:

• A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients
• Project management and critical thinking skills
• Outstanding organizational and time management skills; ability to prioritize multiple assignments
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Strong technical skills in accounting and tax preparation and industry specialization
• Ability to handle multiple tasks simultaneously
• Experience in dealing with international tax matters would be a plus
• Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)
• Experience with partnership taxation
• Experience/familiarity with capital account analysis
• Experience/familiarity with 704 , 754 matters and M&A implications related to PPA
• International tax matters K-2/K-3 reporting

At RSM, we offer a competitive benefits and compensation package for all our people.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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 is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

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, please click here for additional information.

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: $95,400 - $180,400

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