Posted:
2/2/2026, 2:31:18 AM
Location(s):
San Jose, California, United States ⋅ California, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Accounting
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 Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the C-Corp, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.
As a Tax Manager with RSM, you will use your expertise in taxation to provide compliance and consulting services to corporations. Candidates must be familiar with the tax compliance, consulting process and possess the analytical skills necessary for the effective diagnosis, development, and implementation of solutions to clients' tax needs. You will have the opportunity to develop and pursue creative approaches to resolve client issues.
Responsibilities:
Technical/Substantive review of tax workpapers, tax returns of Corporations Federal and State returns to provide high quality work product
Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
May have people leadership responsibilities
Assist with new business development, extended service, and tax issue recognition for existing clients
Develop, motivate, and train staff level team members
Manage corporate client needs with respect to tax services and federal and state tax compliance
Review and research tax questions related to income tax compliance for federal, state, and ASC 740 purposes
Develop and sustain strong client relationships
Keep up to date on current tax practices and changes in tax law
Provide industry knowledge and experience
Ensure effective and proactive communication with external and internal stakeholders as necessary
Basic Qualifications:
Bachelor’s Degree in accounting or business-related field
CPA license in one’s principal place of business/home state, licensed J.D. or Enrolled Agent
Minimum of 7 years of experience working in a public accounting firm with current tax experience and a strong background in Partnerships, S Corporations, and C Corporations
Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously
Experience of 2 years of doing technical review of simple/moderate/complex tax returns/workpapers
Preferred Qualifications:
Master of Business Administration (Finance), a plus
Experience working for a Big 4 or large national accounting firm
Proficient in corporate taxation and consolidated tax returns.
Technical/Substantive review and analysis of federal, state partnership, S corporation tax returns to provide high quality work product
Strong verbal and written communication skills with the ability to articulate complex information
Review the calculation of ASC 740 tax provisions, a plus
Experience in dealing with international tax matters, a plus
Familiarity with tax research tools (Bloomberg BNA, RIA/Thompson Checkpoint, CCH Answer Connect etc.) and tax preparation technology (CCH Axcess preferred)
Experience with OneSource Tax Provision Software
Experience with OneSource Income Tax – tax return preparation
Experience with CCH Access – tax return preparation
Experience with ASC 740 Purchase Accounting
Experience with M&A Purchase Price Allocations and Gain Calculations
Experience with large multi-state consolidated C corporations
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].
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.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
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 - $180,400Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Website: https://rsmus.com/
Headquarter Location: Chicago, Illinois, United States
Employee Count: 10001+
Year Founded: 1926
Industries: Accounting ⋅ Consulting ⋅ Financial Services