
Tax Manager - Exempt Organizations
Role description
From the employerWe 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 Tax-Exempt practice provides clients with tax guidance and planning related
to protecting tax-exempt status, preparing and/or reviewing tax returns for
exempt organizations and their taxable affiliates (990s/1120s/1065s) and related
filings, including international filings as needed, IRS audit defense
strategies, and other relevant tax matters. Our people work on key client issues
in domestic federal taxation, with a focus on implementing tax strategies that
align with the client's business objectives.
RSM is looking for a dynamic Tax Manager to join our growing Exempt Orgs Tax
practice. This practice provides clients with tax guidance and planning related
to protecting tax-exempt status, preparing and/or reviewing tax returns for
exempt organizations and their taxable affiliates (990s/1120s/1065s) and related
filings, including international filings as needed, IRS audit defense
strategies, and other relevant tax matters. Our people work on key client issues
in domestic federal taxation, with a focus on implementing tax strategies that
align with the client's business objectives.
Responsibilities
- Provide tax compliance and/or advisory services to complex tax-exempt
organizations
- Work as part of a dedicated team of experienced exempt organization tax
professionals
- Build and manage a portfolio of client relationships of varying size and
scope and act as the point of contact for internal and external clients
- Manage teams of tax professionals and assistants working on client projects
- Manage risk and financial performance of engagements including billings,
collections, and tax project budgets
- Participate in and contribute to market and business activities external to
the firm
Basic Qualifications
- 5+ years of experience in public accounting
- CPA license in one's principal place of business/home state, licensed J.D. Or
Enrolled Agent
- Experience providing tax compliance and/or advisory services
to complex tax-exempt organizations, including hospitals and health systems.
- Experience managing team members and engagements
Preferred Qualifications
- Direct experience serving large, complex exempt organizations, including
nonprofit hospitals, integrated health systems, academic medical centers, and
multi-entity structures
- Strong technical knowledge of IRC Sections 501(c)(3), 511–514 (unrelated
business income), 4958 (intermediate sanctions), and 509(a)
- Experience working with organizations that maintain complex investment
portfolios, including private equity, hedge funds, alternative investments,
and related K-1 / K-3 reporting considerations
- In-depth experience with Schedule H (hospitals), Schedule K, and other
complex Form 990 reporting requirements
- Strong project management skills, including the ability to coordinate across
service lines and geographies to deliver integrated client solutions
At RSM, we offer a competitive benefits and compensation package for all our
people. We offer flexibility in your schedule, empowering you to balance life’s
demands, while also maintaining your ability to serve clients. Learn more about
our total rewards at https://rsmus.com/careers/working-at-rsm/benefits
[https://rsmus.com/careers/working-at-rsm/benefits].
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 careers@rsmus.com
[careers@rsmus.com].
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
[https://rsmus.com/content/dam/rsm/careers/pdf/rsmus_pre-employment-background_checks.pdf]
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
Individuals selected for this role will be eligible for a discretionary bonus
based on firm and individual performance.