Partner, Head of Internal Tax

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. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.

As Partner Head of Internal Tax you will have a unique opportunity to shape the tax strategy of a complex global partnership while serving as a trusted advisor to the firms senior leadership.

As the Head of Internal Tax Partner you will serve as the firms senior enterprise leader for RSMs internal tax function. This role is responsible for leading the firms internal tax strategy planning risk management compliance and operational execution across domestic and global tax matters.

This partner will serve as the firms in-house tax advisor to senior firm and business leaders including the Executive Committee Finance Legal Human Resources Treasury and regional leadership. The role is distinct from the client-facing Tax Line of Business Leader and is focused on the tax matters of the firm itself including U.S. partnership tax global entity tax obligations partner tax services compensation and benefits tax matters transfer pricing cross-border tax matters and tax authority interactions.

Success in this role requires deep technical tax expertise strong business judgment executive presence sound risk management and the ability to influence senior leaders and partners across a complex global professional services organization. This leader will set clear priorities steward resources responsibly build high-performing teams and use data technology process discipline and continuous improvement to strengthen the effectiveness of the internal tax function.

Job Responsibilities

• Serve as the senior enterprise leader for RSMs internal tax function setting strategy priorities operating expectations and execution plans for the team.

• Advise firm leadership on internal tax strategy tax risk operational priorities and the tax implications of firmwide business decisions.

• Lead the firms U.S. partnership tax function including oversight of federal state and local partnership tax compliance reporting Schedule K-1 reporting partner allocations guaranteed payments and distributive share information.

• Oversee complex multistate partnership tax matters including filing positions apportionment composite and withholding tax regimes state-specific elections nexus sourcing partner residency and partner mobility matters.

• Lead the firms broader domestic and global tax compliance obligations including income tax reporting sales and use tax VAT/GST withholding tax information reporting and other federal state local and international filing obligations.

• Provide strategic oversight for partner tax services including coordination of partners personal income tax return preparation across federal state local and international jurisdictions.

• Ensure partner tax services are delivered in a timely accurate confidential and service-oriented manner including support for estimated tax planning mobility admissions retirements distributions and international reporting.

• Manage and mitigate tax operational regulatory and business risk through sound judgment practical solutions responsive escalation and effective governance.

• Represent the firm in tax authority interactions and other significant internal or external matters requiring credibility expertise accountability and executive judgment.

• Advise Finance Human Resources Legal Treasury and firm leadership on tax matters related to compensation programs benefit plans employee policies restructurings strategic transactions mergers and acquisitions and transfer pricing.

• Lead complex programs teams and functional priorities that require significant cross-functional coordination and have firmwide impact.

• Steward departmental resources responsibly including people leadership budgets process effectiveness operational expenses and external service provider relationships.

• Build a high-performing internal tax team by setting expectations developing leaders coaching talent strengthening functional capability and supporting inclusive talent practices.

• Use data technology digital workflows automation and disciplined processes to improve accuracy consistency insight efficiency and decision-making within the internal tax function.

• Model firm values enterprise mindset courage collaboration confidentiality accountability and sound leadership through change and complexity.

Minimum Qualifications

• Minimum of 12 years of relevant professional experience.

• Undergraduate degree in accounting finance tax or a related discipline.

• CPA CA law degree or equivalent professional credential.

• Deep technical knowledge of U.S. partnership taxation including partner allocations Schedule K-1 reporting guaranteed payments distributive share reporting multistate partnership tax matters and partner mobility issues.

• Experience leading tax compliance planning risk management and tax governance for a complex organization with domestic and international activity.

• Demonstrated ability to advise senior leaders on complex tax operational regulatory and business matters.

• Proven ability to lead teams manage priorities develop talent oversee budgets and drive continuous improvement.

Preferred Qualifications

• Experience in a public accounting consulting or professional services organization.

• Experience leading tax matters for a partnership or partner-owned organization.

• Experience with global tax matters cross-border taxation transfer pricing VAT/GST withholding tax and international reporting obligations.

• Experience overseeing partner tax services including individual partner tax return coordination multistate filings estimated tax planning mobility admissions retirements and distributions.

• Experience supporting mergers acquisitions restructurings strategic transactions operating model changes or enterprise transformation initiatives.

• Experience using digital solutions automation AI-enabled tools workflow tools or delivery methodologies to improve operational effectiveness compliance quality and reporting insight.

• Strong executive presence business judgment communication skills and ability to influence partners and senior leaders in a complex organization.

Leadership Expectations

• This partner is expected to operate with an enterprise mindset balancing technical excellence with practical business leadership. The role requires the ability to advise with confidence lead through ambiguity protect the firm through sound risk management and create a high-performing function that delivers timely accurate confidential and business-aligned tax support to the firm and its partners.

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at 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/ 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 or send us an email at .

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