Full Job Description
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 Senior Associate 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 support client projects by preparing tax analysis and completing data entry, 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 maintain compliance with their various programs.
Responsibilities
3 Supporting project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
3 Deepening an understanding of compensation and benefits tax laws, regulations, and other authority.
3 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 contribute to next steps.
3 Assisting with researching, analyzing, and consulting on issues specific to employee benefits and compensation and drafting related written communications, including, but not limited to sections 83, 162(m), 404, 409A, and 280G.
3 Reviewing tax implications of various compensation plans including equity compensation and related impacts from transactions.
3 Drafting responses to RSM federal tax compliance teams with client inquiries related to compensation and benefits plans
Minimum Qualifications
3 Bachelor's degree in Accounting or related field from an accredited university
3 Will have completed all educational requirements for CPA licensure eligibility in the state in which you'll reside or completed all requirements to sit for the Bar exam, by start date
3 Minimum of two years of Tax experience
3 Strong computer skills, including proficiency in Microsoft Excel
3 Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
3 Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means
3 Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment
3 Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment
3 Availability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportationWillingness to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs
Preferred Qualifications
3 An active accreditation obtained, in process or willing and able to obtain one of the following: CPA, EA, licensed attorney
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.
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: $74,900 - $141,900
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.