RSM US LLP

Financial Planning and Analysis

• Key point of contact for our clients
• Purchase to Pay, Order to Cash and Month End Close cycles
• Lead, manage and coach client services representatives, associates and senior associates
• Support the clients month end close process as needed which may include reviewing journal entries and account reconciliations
• Prepare/Review client’s monthly financial statements including month over month variance analysis and / or actual to budget analysis
• Analyze and interpret financial information for client management and provide actionable insight and decision support
• Continuously identify opportunities to enhance the clients monthly operations make suggestions for process improvements
• Understand our technology stack and identify additional add-on processes, systems, modules and integrations that can drive month end close efficiencies.
• Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
• Establish engagement budgets
• Direct initial assessments, implementations and onboarding of new FAO clients
• Participate in meetings with new client prospects and in the proposal process

Financial Consulting Supervisor – Family Office

• Working on a team that focuses on a wide range of tax specialty areas
• Completing tax planning and research
• Preparing federal and state & local tax returns
• Understanding tax regulations and accounting pronouncements

Federal Tax Associate – Fall 2027/Winter 2028

• Assist senior professionals with IRS examinations
• Research technical issues specific to IRS practice and procedural issues
• Prepare written communications to the IRS regarding penalty abatement requests
• Working on IRS account issues, corrections and reconciliations
• Assist senior professionals with preparation of Private Letter Ruling Requests

Senior Tax Associate – Tax Controversy

Supervisor

• Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages and investor reporting packages
• Prepare/facilitate the day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
• Become an expert user in the firm’s fund administration technology platform
• Assist with onboarding new clients, setting up the firm’s investors, investments, new reports, LP reporting portal, etc.
• Prepare / facilitate capital calls and distribution calculations and execute these processes in the technology platform
• Maintain and update investor data as needed
• Respond to ad hoc inquiries from clients and limited partners
• Coordinate with the clients’ external auditors and tax providers to assist with the year-end audits and tax return information that is needed
• Once established help to train other new/junior level staff members

Fund Services Plus Supervisor

• Obtain valuable practical experience during your summer university break
• Specialize in mergers, acquisitions and business development
• Participate in transaction support and due diligence
• Engage in capital market support
• Prepare valuation and expert reports
• Construct and review financial models
• Provide litigation support and forensic investigation
• Assist in family law matters.

Corporate Finance Summer Vacationer

• Join the Tax Services Vacationer Program where your voice is heard, your ideas are valued and your contributions are recognised.
• Obtain valuable practical experience during your university break.
• Learning from the best and brightest minds in the business world.
• Select a division that aligns with your interests and strengths.
• Engage in social events designed to expand professional networks.
• Access senior leaders who provide invaluable guidance.

Tax Services Summer Vacationer

Risk

• Obtain valuable practical experience during your summer university break;
• Work with the best minds in the business world;
• Choose a division which best fits with you;
• Attend social events to build professional networks;
• Access senior leaders who guide, mentor and shape your career;
• Help organisations identify, assess and manage risks.

Summer Vacationer – Risk Advisory

Pricing Analyst

• Build and grow a transfer pricing team in the local market
• Act as a growth catalyst and brand ambassador for RSM in bringing new clients and opportunities to the firm – teaming with colleagues on new and existing pursuits
• Actively participate in growth activities in the local market
• Expand services to existing clients of the firm – both transfer pricing and other tax, audit and consulting services, as applicable
• Run client engagements from start to finish, including planning, executing, directing, and completing tax and transfer pricing projects and managing to budget
• Supervise, train, and mentor staff on tax and transfer pricing projects and assess staff performance
• Evaluate and advise clients on intercompany transfers of tangible goods, intangible property, services, and loans and conduct financial and economic analyses of multinational and domestic corporations, industry and market research, economic valuations, comparative financial benchmarking, and report documentation
• Prepare and analyze financial and economic data for tax and regulatory compliance using MS Word, Excel, and various statistical sampling packages
• Review and analyze GAAP financial statements
• Contribute to thought leadership materials
• Proactively interact with key client management to gather information, resolve tax and transfer pricing related problems, and make recommendations for business and process improvements
• Provide planning assistance, audit defense/resolution, and prepare documentation
• Manage teams to produce client deliverables
• Enhance technical skills by remaining up to date on trends, new legislative developments, tax authority decisions, and apply them to complex situations relevant to the client

Senior Manager – Transfer Pricing

Accounting Manager

• Support the AFC team on various accounting projects.
• Demonstrate basic to intermediate knowledge of complex financial accounting concepts.
• Supervise the full accounting cycle, including preparation of journal entries (revenue, accruals), data validation, and reconciliation of balance sheet accounts including intercompany accounts, fixed assets, and inventory.
• Prepare and analyze financial reports to provide insights into the company's financial performance.
• Understand and apply debits and credits, and post journal entries accurately to maintain the general ledger.
• Execute and oversee the month-end close process to ensure timely and accurate financial reporting.
• Review and analyze financial statements, including income statements and balance sheets, to provide financial insights and ensure accuracy.
• Supervise, perform and review balance sheet reconciliations, ensuring a comprehensive understanding of all balance sheet account types.
• Oversee payroll accounting and perform related monthly reconciliations to ensure timely and accurate payroll processing.
• Demonstrate advanced Microsoft Excel skills to analyze financial data and create detailed financial reports.
• Provide guidance and training to junior accounting staff to ensure consistent application of accounting principles.
• Ensure compliance with all regulations and internal controls by collaborating with auditing services.
• Establish and maintain accounting systems to ensure accurate financial reporting.
• Continuously evaluate and enhance accounting processes to ensure efficiency and accuracy.
• Willingness to travel up to 25% of the year, depending on client needs.

Interim Accounting Supervisor

• Identification, project management, and initial technical review of AMP projects
• Manage delivery of AMP projects, including calculation of 481(a) adjustments and IRS exam support
• Understand financial accounting (GAAP; IFRS) and current financial accounting pronouncements
• Review technical memoranda, legal basis disclosures, tax opinions, positions, and responses to IRS inquiries and Ruling requests
• Train, mentor, and develop professionals through formal mentorship roles
• Foster collaborative relationships with colleagues by identifying opportunities to collaborate and integrate with other lines of business
• Coordinate with multiple teams to successfully deliver on advisory engagements
• Contribute as industry expert by keeping abreast of changes in industry regulation

Tax Supervisor – Accounting Methods and Periods

• Overseeing, mentoring, and project managing a team of subordinates (interns, associates, rotators)
• Develop an understanding of client's business and become a "functional expert" in the area
• Research and write tax advice, opinion, and position memorandums
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients
• Assist in managing and implementing multiple projects simultaneously
• Provides timely, high quality client service that meets or exceeds client expectations
• Ensures professional development through ongoing education and obtaining additional certifications as appropriate
• Help drive the success of multiple CIM engagements, primarily related to Accounting Methods & Periods (SMP), Federal Credit or Incentives studies (FCI) and Tangible Property Services (TPS)

Tax Manager – Federal Credits and Incentives

Client Partner

• Building and maintaining Client engagement to maximize client and user satisfaction including developing a strong understanding of their needs
• Reporting on key performance indicators (KPI) and client CSM reporting
• Account Management plans and processes to be setup and managed for each ERP client.
• Gain a good level of understanding of ERP processes, including Oracle NetSuite and Microsoft Dynamics Business Central.
• Lead client engagement through various initiatives and communication channels
• Work with several key vendors and third party vendors to align any license requirements for clients, and drive license sales.
• Vendor and contract management with software suppliers
• Demonstrated experience in driving continuous improvement for innovation, best practice, process improvement
• Manage upsells through prospecting, marketing, forecasting, account strategy, and planning.
• Proactive in the research and evaluation of new technologies and solutions for clients.
• Develop industry knowledge, and create and manage thought leadership content for RSM
• Excellent written and verbal skills with demonstrated ability to work autonomously and produce very high-quality output
• To work outside normal hours where necessary to ensure the provision of critical services where required
• Travel to other RSM offices and client sites as necessary
• Run marketing campaigns and other client engagements to educate clients and build a pipeline of opportunities.
• Maintain current systems, and provide feedback and innovative ideas on business process changes and new technology innovation to drive efficiency within CSM processes

Client Success Manager

• Execute certification activities for Assurance Digital products and platforms under established standards and guidance.
• Prepare certification artifacts, including procedures performed, evidence collection, conclusions, and draft release recommendations.
• Support pre-release readiness and post-release follow-up activities.
• Support risk assessments for new products, enhancements, and material changes, including documenting risks and proposed mitigations.
• Track risk treatment actions and remediation items through completion, escalating issues as needed.
• Produce and maintain required documentation and evidence in accordance with defined templates and minimum standards.
• Perform quality checks on evidence and certification materials to ensure completeness, accuracy, and inspection readiness.
• Maintain certification records, findings logs, and evidence repositories.
• Partner with product, engineering, and delivery teams to gather inputs, clarify requirements, and support compliance activities.
• Serve as a day-to-day Risk & Compliance contact for assigned initiatives, escalating complex issues to Associate Directors or Directors.
• Support compliance governance forums through preparation of materials, status reporting, action tracking, and follow-ups.
• Assist with audit, inspection, peer review, and internal oversight requests.

Manager, Risk and Compliance

Manager

• Serve as the day-to-day engagement manager for fund administration engagements with a strong focus on private equity clients
• Manage all aspects of the engagements including, capital calls, distributions, wires/cash management, quarterly reporting, and year-end reporting
• Manage, train and develop the Fund Services Plus team to assist with fund accounting, operational, and reporting deliverables
• Liaise with leadership from our offshore affiliates and help coordinate the activities of the offshore team relating to Fund Services Plus fund administration engagements
• Educate the US team on the various critical aspects in servicing fund administration clients
• Heavy interaction with the clients to ensure all deliverables are met
• Become an expert user in the firm’s fund administration technology platforms
• Play an important role in quality control and ensure the implementation/adherence to policies and procedures for fund administration
• Manage/assist in the review and preparation of the work paper supporting schedules for financial statement accounts
• Coordinate fund level operating activities subsequent closes, fee calculations, including credit facility maintenance, deal funding, and investor funding
• Coordinate with both internal and external auditors with all aspects of the annual audit
• Manage/assist in the maintenance and review of the waterfall data and the development of carried interest calculations/models
• Work with Legal and Compliance team to ensure compliance with various fund policies and procedures
• Responsible for the prompt response to investors’ requests
• Play a significant role in the onboarding process, including the design for client onboarding ‘center of excellence’ for onboarding new Advisors/Funds
• Assist with the testing and implementation of initiatives to improve and streamline fund accounting functions

Fund Services Plus Manager – Real Estate

• Support the overall execution of family office client engagements, under the guidance of family office subject matter resources and partnering with functional technical specialists when deemed appropriate and/or relevant.
• Develop insights and strategic recommendations for family offices, identifying opportunities to enhance the office’s people, process, technology, and governance.
• Prepare, communicate, and present client reports and written deliverables, synthesizing complex ideas into clear, compelling narratives.
• Contribute to the evolution of RSM’s family office advisory offerings, shaping frameworks, methodologies, and best practices.
• Manage internal practice development initiatives, overseeing metrics tracking, workflow optimization, and knowledge-sharing efforts.
• Support family office thought leadership efforts, including drafting articles, developing conference materials, and engaging in market research.
• Assist in proposal generation and business development efforts, helping to refine engagement scope and pricing models.