Tax Manager - Exempt Organizations

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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
• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
• 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. 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 [email protected].

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: $95,400 - $180,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.