Tax Senior Manager - Accounting Methods and Periods

RSM US LLP; Los Angeles (CA); Hybrid; USD 142,000 - 285,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits package

Job summary

RSM US LLP is seeking a senior tax advisor in the Credits, Incentives and Methods (CIM) group. You will provide expert tax consulting on timing of revenue/expense recognition, accounting method changes, cost segregation, and related matters for middle-market clients.

You will oversee AMP projects, mentor teams of 2–5 professionals, and collaborate with colleagues across lines of business. A CPA/EA/attorney license and 7+ years in public accounting are expected, with a hybrid work model in the US.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license in the state of residence, or Enrolled Agent (EA) license, or attorney license, or preapproved alternative certification that meets RSM requirements.
• Minimum of seven years of experience in public accounting with proven practice-building and project management, and demonstrated experience selling and delivering tax services to middle-market clients.
• Proven track record of 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 ability to meet client service, quality, and performance expectations within deadlines and in accordance with firm standards.
• Strong communications skills, including professional interaction with firm personnel and clients.
• Effective project management across multiple priorities while meeting deadlines in a fast-paced environment.
• Experience working in a professional office and at client sites; onsite presence and travel.
• Ability to maintain onsite presence during core business hours and travel to client sites as required.

Responsibilities

• Identification, oversight, and technical review/sign-off of AMP projects with WNTAMP specialists, including changes and revenue/expense recognition impacts.
• Oversee delivery of AMP projects (including 481(a) adjustments) and manage teams of 2–5 professionals.
• Focus on client service and timely communication with clients.
• Understand GAAP and IFRS and current financial accounting pronouncements.
• Review technical memoranda, legal disclosures, tax opinions, and IRS responses.
• Train, mentor, and develop professionals through formal and informal programs.
• Foster collaboration across lines of business and lead integrated client service.
• Lead advisory engagements related to AMP, FCI, TPS, and E&E analyses; drive go-to-market initiatives.
• Participate in and drive firm strategy.

Skills

Excel proficiency

Public accounting

Project management

Client service

Communication skills

Team leadership

On-site travel

Education

Bachelor's degree in Accounting

Master's in accounting / MBA (preferred)

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 stakeholders.

Responsibilities:

• Identification, oversight, and technical review/sign-off 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
• Oversee delivery of AMP projects (typically automatic or advanced consent changes), including 481(a) adjustments, impact on tax provisions/reserves, and IRS exam support, while managing teams of 2-5 professionals, extending service beyond core delivery needs
• 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 and leading opportunities to collaborate and integrate with other lines of business, promoting an integrated approach to client service
• Lead the successful implementation of advisory engagements, primarily related to AMP in addition to Federal Credit & Incentives (FCI), Tangible Property Services (TPS), and Energy & Excise (E&E) analyses, as appropriate
• Initiate and develop service offering ideas in conjunction with WNT; lead related go-to-market and growth activities
• Participate in and drive the execution of team and firm strategy

MinimumQualifications

• Bachelor's degree in Accountingor a related field from an accredited university

• One of the following isrequired: active CPA license in the state of residence; active Enrolled Agent (EA) license; active attorney license; or a preapproved alternative certification that meets RSM requirements

• Minimum ofsevenyears of experience in public accounting, with a proventrack recordof practice building and project management, anddemonstratedexperience effectivelyidentifying, selling, and delivering tax services to middlemarket business clients

• Proventrack recordof successful tax planning, including accelerated depreciation deductions through cost segregation, fixed assets, and repairs and maintenance analyses

• Strong computer skills, includingproficiencyin Microsoft Excel

• Proven capacity to meet client service, quality, and performance expectations within applicable deadlines andin accordance withfirm and client standards

• Strong communicationskills, 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 andmaintainingaccuracy and quality of work in a fastpaced, client service environment

• Experience working effectively in a professional office environmentand,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 tomaintaina consistent onsite presence during core business hours, including regular reporting to a firm office location and travel to client sites asrequired, with access to reliable transportation

• Abilityto work extended and/or nonstandard hours during peak periods or as necessary to meet client, project, or firm business needs

Preferred Qualifications

• 7+years of experience working with tax accounting methods and inventory, or related tax-advisory field (ex: mergers & acquisitions, ASC 740)

• Master'sin accounting or another business-related field; MBA, MST, JD/LLM

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: $141,900 - $284,900

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