Tax Manager - Exempt Organizations

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

Requirements

• 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
• 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
• RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders

Benefits

Additional Information

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. 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.

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