RSM US US | Managing Director - Exempt Organizations and Philanthropy - Washington National Tax

Responsibilities

• RSM’s Washington National Tax team is an experience-based group of distinguished tax professionals who track tax developments directly from the sources and immediately translate the information into how these changes impact our clients.
• With resources across the country and a physical presence in Washington, D.C., our team stays up to date on the latest developments in tax policy and tax developments.
• In addition, the team advises individuals, partnerships, and corporations with respect to charitable contributions and philanthropic planning strategies.
• This position will provide tax technical support on a broad range of exempt organization tax matters, including exempt status, operational compliance, unrelated business income, Form 990-series reporting, international activities, governance considerations, and legislative and regulatory developments affecting tax-exempt organizations.
• As such, pay for the successful candidate(s) could fall anywhere within the stated range.
• You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• Lead and manage client relationships for complex engagements, delivering high-value tax advice and expanding services.
• Drive growth and profitability through new revenue generation, cross-selling, and new client acquisition.
• Communicate complex tax concepts in a clear, non-technical manner to support client understanding and risk management.
• Build cross-functional relationships to deliver integrated client service.
• Serve as a national technical resource for public charities, private foundations, associations, healthcare organizations, educational institutions, and other exempt entities.
• Provide technical guidance regarding complex operational and transactional matters affecting exempt organizations.
• Analyze legislative, regulatory, and IRS developments affecting exempt organizations and communicate practical implications to clients and RSM professionals.
• Assist with formation and restructuring of exempt organizations, including terminations, mergers, split-ups, transfers, and conversions.
• Draft thought leadership alerts, articles and other content.
• Provide internal knowledge sharing, including the development and delivery of training.
• Maintain competency as a technical resource and subject matter expert through continuing education.
• Participate in and contribute to marketing and business activities.
• Perform other duties as assigned; travel may be required based on business needs.

Qualifications

• 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.
• Minimum of twelve years of tax experience in public accounting, with the ability to effectively identify, sell, and deliver tax services to middle-market clients.
• Deep understanding of federal tax rules applicable to exempt organizations.
• 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.
• Ability to maintain consistent, onsite presence during core business hours, including regular reporting to a firm office and travel to client sites as required.
• Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs.
• Strong consulting experience with complex tax issues affecting exempt organizations, such as unrelated business activities, intermediate sanctions, and Chapter 42 excise taxes, and lobbying and political activities.
• Excellent verbal and written communication skills with the ability to articulate complex information.
• RSM will consider for employment qualified applicants with arrest or conviction records.
• 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.
• Experience advising on compensation matters and/or tax-exempt investor issues

RSM US US

RSM US US is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "RSM US LLP is the leading U.S."

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Boston, New York and Dallas.

• Industry: Audit / Consulting / Advisory