New

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

RSM US LLP
$122,300 - $245,900 Individualsselected for this role will be eligible for a discretionary bonus based on firm and ind
United States, D.C., Washington
1501 M St Nw Ste 340 (Show on map)
Jan 21, 2025
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, inclusive 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. 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, inclusive 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. 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 advises exempt organizations and their contributors, managers, and advisors on a variety of tax issues including requirements for obtaining and maintaining exempt status, unrelated business income and Chapter 42 excise taxes, reporting requirements for foreign activities and investments, and other legislative and regulatory matters. In addition, this team advises individuals, partnerships and corporations with respect to charitable contributions, substantiation requirements for non-cash contributions, and complex philanthropic planning strategies. We currently are seeking a candidate with strong philanthropic 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 to philanthropically motivated clients, including ultra-high net worth individuals, family offices, and business owners, by assisting with charitable gift planning and compliance. Responsibilities: Develop strategies that help achieve favorable charitable deduction limits and non-cash contribution values for donors Advise on valuation and donor acknowledgement requirements to substantiate charitable deductions Assist clients with development of a comprehensive philanthropic strategy, including evaluating and selecting charitable vehicle(s), assessing the optimal structure, timing, and type of gifts Assist with formation and restructuring of exempt organizations, including terminations, mergers, split-ups, transfers, and conversions Represent tax-exempt organizations and their contributors before the IRS with respect to private letter ruling requests, determination letters and IRS examinations Identify and communicate changes to the tax law affecting exempt organizations and their donors 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, IRS National Office, or family office Strong consulting experience with complex philanthropic strategies used by family offices and ultra-high net worth taxpayers Deep understanding of exempt organizations and non-charitable vehicles used to accomplish philanthropic objectives (particularly private foundations, donor advised funds (DAFs), supporting organizations, social welfare organizations, and charitable trusts) Excellent verbal and written communication skills with the ability to articulate complex information Bachelor's degree from an accredited college/university JD and admitted to at least one state bar or CPA PreferredQualifications: LLM (Taxation) or Masters in Taxation 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. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and/or gender expression); 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 careers@rsmus.com. 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 in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. 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: $122,300 - $245,900 Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance. \|