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

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

Pay and benefits

At RSM, we offer a competitive benefits and compensation package for all our people.

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.

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.

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.