Tax Senior Manager - Compensation & Benefits

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 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 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 lead client projects by reviewing tax analysis, data entry, and tax research while working directly with team members to execute projects. This role includes both technical expertise and appreciation for strategy and practical guidance. You will collaborate with colleagues across various practices, develop and maintain key client and other stakeholder relationships, manage multiple complex projects, and provide high-quality consulting advice. Additionally, you may contribute to thought leadership, identify cross-selling opportunities, and serve as performance advisor to other consultants.

Responsibilities:

• Overseeing project steps, deliverables, timelines, tools, and firm-approved methodologies used in compensation and benefits engagements.
• Exhibiting an understanding of compensation and benefits tax laws, regulations, and other authority and assisting in training others in the firm on technical issues pertaining to various compensation and benefits matters.
• Reviewing written guidance, technical memoranda, articles, and client communications on matters including, but not limited to, sections 83, 162(m), 404, 409A, and 280G.
• Participating in and, often, leading 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.
• Reviewing and advising on tax implications of various compensation plans and related impacts from mergers and acquisitions transactions.
• Working with other specialty groups on issues that intersect with other technical matters such as cross-border taxation, corporate taxation and partnerships including building relationships to maximize client service growth.

• Assisting in managing team operational excellence; training, mentoring, developing and providing feedback to other consultants; managing resource allocation, utilization and workflow; overseeing engagement metrics and the invoicing process.

Minimum Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university
• 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
• Minimum of eight years of experience in public accounting or similar role
• Strong understanding of federal income and/or employment tax principles
• Proactive, growth-oriented with ability to build professional network
• Strong computer skills, including proficiency in Microsoft Excel
• Demonstrated capacity to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.
• Strong communication skills to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
• 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.
• Capacity 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.
• 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 transportation.
• Flexibility to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs.

Preferred Qualifications

• Recent experience working with a national professional services or compensation consulting firm
• Working knowledge of tax impacts of various compensation components
• Experience working with various industries and ownership structures including publicly and privately owned companies, private equity, family offices, exempt organizations and state and local governments

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.