Tax Senior Manager -Global Information Reporting- Washington National Tax

RSM; San Francisco (CA); On-site; USD 139,000 - 304,000; Full time

Job summary

A leading provider of professional services is seeking an experienced tax professional to join their International Tax Practice. The role involves managing complex global information reporting projects, advising clients on compliance, and leading a team. The ideal candidate has extensive experience in tax information reporting, strong leadership skills, and a proven track record in client relationship management. This position offers a competitive salary and a supportive benefits package.

Benefits

14 paid holidays

Wellbeing days

Flexible scheduling

Qualifications

• Minimum 10 years of experience in tax information reporting and withholding.
• At least 7 years of experience managing tax professionals.

Responsibilities

• Lead and manage GIR-related advisory and compliance projects.
• Advise clients on U.S. backup, nonresident alien, FATCA, and CRS reporting.
• Monitor legislative developments impacting reporting and withholding.

Skills

Tax Information Reporting

Client Relationship Management

Cross-Border Transactions

Education

Bachelor's Degree in Accounting

CPA, EA, JD, or MST

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, inclusive 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.

About RSM's International Tax Practice

Our International Tax practice consists of professionals nationwide with broad experience in international tax matters. We advise clients on outbound and inbound structure planning, foreign tax credit, global tax planning, transfer pricing analysis, compliance, ASC 740, information reporting and withholding (including FATCA and the Common Reporting Standard (CRS)), foreign assignment planning, and general international business planning.

Position Overview

We are seeking a candidate with strong experience in U.S. backup, nonresident alien, and FATCA reporting and withholding tax matters, as well as experience with CRS (collectively referred to as Global Information Reporting or "GIR"), to join our Washington National Tax Practice, based out of any West Coast location.

Key Responsibilities

1. Lead and manage GIR-related advisory and compliance projects.
2. Advise clients on U.S. backup, nonresident alien, FATCA, and CRS reporting and withholding requirements, including complex cross-border transactions and M&A.
3. Monitor legislative and regulatory developments impacting reporting and withholding, and draft thought leadership on these topics.
4. Review tax information returns such as IRS Forms 1042, 1042-S, 1099, and FATCA/CRS reports.
5. Support national teams and develop service offerings related to GIR.
6. Drive growth and profitability in the GIR practice through revenue generation, client relationships, and business development.
7. Lead practice development, marketing strategies, and team management, including mentoring staff and conducting performance reviews.
8. Manage project steps, responsibilities, and timelines for GIR compliance efforts.
9. Research and draft memorandums, protests, and correspondence on tax reporting issues.
10. Conduct internal training and client workshops on FATCA, CRS, and related topics.
11. Build cross-line-of-business relationships to ensure excellent client service.
12. Travel as required.

Qualifications

1. Bachelor's Degree in Accounting; CPA, EA, JD, or MST preferred.
2. Minimum 10 years of experience in tax information reporting and withholding, preferably in a Big 4 or similar environment.
3. At least 7 years of experience managing tax professionals.
4. Strong knowledge of IRC Chapters 3, 4, and 61, with consulting and advising skills.
5. Proven ability to generate revenue, manage deals, and develop policies and procedures.
6. Experience with IRS examinations and compliance, including form preparation.
7. Possession of a portable book of business is preferred.

Additional Information

We offer a competitive benefits package supporting physical, emotional, financial, and community wellbeing, including at least 14 paid holidays, wellbeing days, flexible scheduling, and more. RSM is an Equal Opportunity Employer, committed to an inclusive environment free of discrimination and harassment. Accommodation requests for applicants with disabilities are available upon request.

Note: We do not intend to hire entry-level candidates requiring sponsorship; recent graduates with 1-2 years of relevant experience may be considered for sponsorship.

Compensation Range : $139,100 - $303,100