Tax Methods & Periods Advisory Lead (AMP/M&A)

RSM US LLP; Charlotte (NC); Hybrid; USD 100,000 - 189,000; Full time

Job summary

RSM US LLP is seeking an experienced tax professional to join the Credits, Incentives and Methods group in Charlotte, NC. You will lead AMP projects, manage delivery, and ensure high-quality client service while applying GAAP/IFRS knowledge and tax expertise.

The role requires a CPA/EA/attorney or approved alternative certification, 6+ years in public accounting, and strong Excel and project-management skills. A hybrid work model is supported with on-site client work as needed.

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; active Enrolled Agent (EA) license; active attorney license; or an approved alternative certification that meets RSM requirements.
• Minimum of six years of experience in public accounting with a proven track record of practice building, project management, and delivering tax services to middle-market 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 deadlines and standards.
• Strong communication skills, including clear, professional interaction with firm personnel and clients.
• Effective project management skills with ability to handle multiple priorities and deadlines in a fast-paced environment.
• Experience working in a professional office environment and, as required, at client sites with onsite presence.
• Ability to maintain consistent onsite presence during core business hours and travel to client sites as required.

Responsibilities

• Identification, project management, and initial technical review of AMP projects with WNT AMP specialists.
• Manage delivery of AMP projects, including calculation of 481(a) adjustments and impact on tax provisions, leading teams of 2–4 professionals.
• Focus on client service by proactively and timely communicating with clients.
• Understand GAAP/IFRS and current financial accounting pronouncements.
• Review technical memoranda, legal basis disclosures, tax opinions and IRS responses.
• Train, mentor, and develop professionals through formal mentorship and informal interaction.
• Foster collaboration with colleagues across lines of business for an integrated client service approach.
• Coordinate with multiple teams to deliver advisory engagements, primarily AMP and related analyses.
• Stay informed on industry regulation and maintain competency via continuing education and certifications.

Skills

Excel proficiency

Project management

Client service

Communication skills

Tax consulting

Education

Bachelor's degree in Accounting or related field

Master's degree in accounting or related field

Job description

RSM US LLP is seeking an experienced tax professional to join the Credits, Incentives and Methods group in Charlotte, NC. You will lead AMP projects, manage delivery, and ensure high-quality client service while applying GAAP/IFRS knowledge and tax expertise.

The role requires a CPA/EA/attorney or approved alternative certification, 6+ years in public accounting, and strong Excel and project-management skills. A hybrid work model is supported with on-site client work as needed.