Tax Manager - Private Equity Portfolio Company

RSM; Raleigh (NC); Hybrid; USD 95,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid workstyle

Job summary

RSM in the United States is seeking an experienced Tax Manager to join the Private Equity Portfolio Company practice within the Corporate Tax team. You will advise clients on tax strategy, compliance, and M&A considerations, while delivering digitally-enabled services with cross-functional teams.

You will lead technical reviews of federal and state returns, mentor staff, and help develop new business opportunities. A CPA or equivalent license and 7+ years in public accounting are preferred.

Qualifications

• Bachelor’s Degree in accounting or business-related field (required).
• Active CPA license or EA license or Attorney license or pre-approved alternative certification per RSM requirements (required).
• Minimum of 7 years in a public accounting firm with experience in Partnerships, S Corporations, and C Corporations.
• Strong communication skills (written and verbal) and ability to work in a collaborative team.
• Experience with technical review of tax returns and workpapers (2 years minimum).

Responsibilities

• Technical and substantive review of tax workpapers and tax returns for Corporations Federal and State returns.
• Advise clients on planning, research, compliance, and M&A activities.
• Possibly assume people leadership responsibilities.
• Assist with business development and tax issue recognition for clients.
• Develop and train staff-level team members.
• Manage client tax service needs and compliance.
• Research tax questions related to income tax compliance (federal/state/ASC 740).
• Maintain strong client relationships and knowledge of current tax practices.
• Communicate effectively with internal and external stakeholders.

Skills

Strong communication skills

Tax compliance

Analytical skills

Team leadership

Education

Bachelor’s Degree in Accounting or Related Field

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 Corporate 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.

As a Tax Manager with RSM, you will use your expertise in taxation to provide compliance and consulting services to corporations. Candidates must be familiar with the tax compliance, consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs. You will have the opportunity to develop and pursue creative approaches to resolve client issues.

Responsibilities:

• Technical and substantive review of tax workpapers and tax returns of Corporations Federal and State returns to provide a high-quality work product

• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities

• May have people leadership responsibilities

• Assist with new business development, extended service, and tax issue recognition for existing clients

• Develop, motivate, and train staff level team members

• Manage corporate client needs with respect to tax services and federal and state tax compliance

• Review and research tax questions related to income tax compliance for federal, state, and ASC 740 purposes

• Develop and sustain strong client relationships

• Keep up to date on current tax practices and changes in tax law

• Provide industry knowledge and experience
• Ensure effective and proactive communication with external and internal stakeholders as necessary

Basic Qualifications:

• Bachelor’s Degree in accounting or 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

• Minimum of 7 years of experience working in a public accounting firm with current tax experience and a strong background in Partnerships, S Corporations, and C Corporations

• Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

• Experience of 2 years of doing technical review of simple, moderate, or complex tax returns and workpapers

Preferred Qualifications:

• A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients

• 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

• 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)

• Experience reviewing the calculation of ASC 740 tax provisions

• Familiarity with tax research tools (Bloomberg BNA, RIA/Thompson Checkpoint, CCH Answer Connect etc.) and tax preparation technology (CCH Axcess preferred)

• Experience with OneSource Tax Provision Software

• Experience with OneSource Income Tax – tax return preparation

• Experience with ASC 740 Purchase Accounting

• Experience with M&A Purchase Price Allocations and Gain Calculations

• Experience with large multi-state consolidated C corporations

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

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