Tax Manager - Compensation and Benefits

Tax Manager

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.

The Compensation and Benefits team assists clients and RSM professionals across the firm with respect to a variety of compensation related issues including retirement plans, executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to lead client projects and communication while working with a team of individuals and assisting to train others.

As a Tax Manager on our Compensation and Benefits Tax Advisory team, you'll have the opportunity to work with a wide range of clients - global and domestic, public and private on some of their most important challenges and one of their biggest assets and expenses, employees. You'll work hands-on in a variety of industries and areas, including executive compensation, fringe benefits, and other employment-related tax reporting, withholding and deduction issues. You'll oversee client projects by reviewing tax analysis, data entry, and tax research while working directly with experienced team members to execute projects. This role includes both technical expertise and appreciation for strategy that shapes compensation and benefits programs, while helping clients design and manage programs that align their workforce with their overall business goals.

Specific responsibilities will include:

• Driving project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
• Deepening an understanding of compensation and benefits tax laws, regulations, and other authority.
• Participating in calls with various client stakeholders (e.g., CFO, Director of Tax, CHRO, etc.) and their advisors (e.g., attorneys) to discuss issues and collaborate regarding solutions.
• Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and prepare related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G.
• Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions.
• Overseeing client deliverables that compare and contrast various compensation alternatives for incentivizing key employees
• Supporting RSM federal tax compliance teams with client inquiries related to compensation and benefits plans
• Working with other specialty groups on issues that intersect with other technical matters such as cross-border taxation, corporate taxation and partnerships.

Required Qualifications:

• Minimum B.A. or B.S. degree or equivalent from an accredited university
• One of the following active accreditations obtained: licensed CPA in state of practice/primary office if eligible to sit for the CPA; if not CPA eligible: licensed attorney or Enrolled Agent
• Minimum of 5 years of tax experience
• Excellent written and verbal communication, analytical, and interpersonal skills
• Strong computer skills, including proficiency in Microsoft Excel
• Strong attention to detail with good time management and organization skills, and ability to work effectively on a team
• Ability to perform essential job functions, including meeting client service and performance goals
• Demonstrates project management skills, including the ability to manage multiple priorities and projects simultaneously while meeting deadlines.
• Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
• Strong research and communication skills (both written and oral)
• Executive presence and ability to participate in strategic planning initiatives

Preferred Qualifications:

• Ability to work effectively on a team
• Ability to work and multitask in a fast-paced environment

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.

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.

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: $101,900 - $205,200

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