Tax Senior Manager – Partnerships JD Advantage

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 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.

In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.

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 

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationships 

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

• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards 

• Build relationships across lines of business to ensure excellent client service through an integrated service approach 

• 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  

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

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 or primary office; active Enrolled Agent (EA) license; or active Attorney license 

• Must have at least 8 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities 

• Experience in public accounting with at least 8 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

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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