Tax Senior Manager - Exempt Organizations and Philanthropy, Washington National Tax

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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. Team members share their analysis of potential implications of new tax laws, Treasury regulations and IRS pronouncements through a regular cadence of articles, webcasts and newsletters and working closely with our engagement teams and clients.

RSM's WNT Exempt Organizations and Philanthropy practice works closely with public charities, private foundations, social welfare organizations, trade and professional associations, educational institutions, healthcare organizations, religious organizations, and other exempt entities. The practice advises exempt organizations and their contributors, managers, and advisors on a broad range of federal tax matters and monitors legislative, regulatory, and administrative developments affecting the exempt sector. In addition, the team advises individuals, partnerships, and corporations with respect to charitable contributions and philanthropic planning strategies.

We currently are seeking a candidate with strong exempt organization tax advisory experience to join our WNT Exempt Organizations and Philanthropy practice in a senior manager level position. 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.

Responsibilities:

• 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
• Represent tax-exempt organizations before the IRS with respect to private letter ruling requests, determination letters and IRS examinations
• 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
• Identify and manage areas of risk to clients and to the firm
• Participate in and contribute to marketing and business activities

Basic Qualifications:

• 8+ years of experience with a national public accounting firm, law firm, or IRS National Office
• Deep understanding of federal tax rules applicable to exempt organizations
• 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
• Bachelor’s degree from an accredited college/university
• 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

Preferred Qualifications:

• Experience advising on compensation matters and/or tax-exempt investor issues
• LLM (Taxation) or Masters in Taxation

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.

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: $126,100 - $253,000