RSM US LLP

• Manage and build trusting client relationships for the firm’s largest real estate clients
• Work collaboratively with clients and service teams to deliver exceptional value and quality
• Manage and drive the success of multiple engagements while enhancing profitability and implementing technology solutions
• Provide additional insights and business solutions that result in expanded business to clients
• Co-lead the development and execution of growth strategies with the federal tax teams
• Actively represent the firm in the business community to promote our brand and capabilities
• Attract, develop, and retain top talent; serve as a mentor and coach for emerging leaders
• Stay current on latest regulatory and legislative developments and continue to expand expertise

Tax Partner – Real Estate Debt Funds

Solutions Engineer

• Supports process leads and Tax Practice SMEs to understand how one or more product(s) fit into the overall “vision” for one or more business area(s).
• Collaborates with process leads and Tax practice SMEs to understand how products fit into the overall "vision" for one or more business area(s).
• Acts as primary internal functional process owner/SME for how assigned third party or custom developed solutions are used in tax engagement team processes, maintaining expertise on products through their lifecycle, developing an in depth understanding of user experience and needs by partnering with tax professionals.
• Works with process leads, Change Management, and practice leaders to establish usage and product-related targets; assesses performance against these targets.
• Understands the long-term strategy of how the products fit into the overall digital ecosystem and end user process (e.g., assists with process-related deliverables, such as process mapping and business requirements).
• Partners with practice leaders and SMEs to understand, analyze, and prioritize business needs for providing requirements to BAs and product teams for custom developed solutions or for enhancement requests to vendors.
• Responsible for end-user product documentation/content including user guides, knowledge docs, and training materials.
• Leads efforts to improve internal processes, controls, and procedures through documentation, validation, and testing.
• Partners with tax practice subject matter experts in the development and maintenance of tax content within and between applications.
• Develops workpapers, data mappings, and other tax specific deliverables and content within applications, leveraging expertise in accounting, tax, and the tax engagement lifecycle.
• Gather and define business needs and prioritize functional business requirements with BAs, for enterprise-scale integrations development with technical delivery teams.
• Designs, develops, and maintains low-code automations.
• Maintains integrations with other CATT solutions and assists in the testing and maintenance of existing linked infrastructure.
• Coordinates with RSM product team or vendor to understand new features/functionality and works with Change Management, Process Leads, and business teams to socialize the timing of new capabilities and how they fit into end-to-end process.
• Assists process lead(s) and business analysts with end-to-end process development, data flows, end-user process documentation including user guides, process flows, and training materials.
• Maintains low-fidelity product roadmap (e.g., timing of vendor releases and product updates; timing of field implementations of process and product updates; timing for integrations; timing for sunsetting applications; etc.) for third party products.
• Manages system configurations and administration; owns and drives the plan for upgrades and enhancements.
• Leads coordination with practice leaders and SMEs to manage business requirements for contracts and renewals with CATT Operations.
• Represents the "voice of the business" and balances management needs with end-users' requests.
• Acts as a key contact for internal stakeholders and clients on complex tax technology matters, resolving issues with autonomy.
• Partners with Change and practice leaders to help lead implementation and ongoing adoption of products.
• Serves as a Performance Advisor to Associates or Senior Associates providing coaching, feedback, and development support.

Manager, Tax Process Strategy & Solutions

Consultant

• Designing and develop solutions using Microsoft D365 CE functions and features
• Environment management including deploying solutions, applying updates and refreshing environments
• Troubleshooting business application and supporting infrastructure issues
• Providing client remote consulting, both functional and technical
• Understanding customer business requirements and communicate findings
• Learning new technologies
• Working with teams in the configuration of their Microsoft D365 CE system
• Managing issues and projects across multiple clients simultaneously

Senior Consultant, Microsoft D365 CE Managed Services

Accounting Manager

• Lead and manage accounting project teams, ensuring timely delivery and high-quality outcomes.
• Develop and implement strategic process improvements to enhance operational efficiency.
• Serve as the primary point of contact for client engagements, fostering strong relationships and ensuring satisfaction.
• 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 Manager

Financial Planning and Analysis

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset Management clients
• May have people leadership responsibilities
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice
• Serve as tax client service coordinator while developing and executing the firm’s client service plan
• Advise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Review research findings and ensure conclusions are consistent with firm policies and professional standards
• Build relationships across lines of business to ensure excellent client service through an integrated service approach
• Manage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)
• Remain up to date on current tax practices and changes in tax law

Tax Senior Manager – Financial Services, Asset Management

Supervisor

• Deliver on complex client cyber diligence engagements and analyze/assess vulnerabilities in infrastructure and applications
• Investigate available tools and counter-measures to remedy detected vulnerabilities
• Recommend solutions and best practices to clients
• Work as a team member servicing Private Equity (PE) and Corporate Strategic buyers
• Demonstrate communication with high-level counterparts
• Participate in delivering quality technology planning and strategy

Supervisor – Cyber M&A Diligence

Manager

• Oversee workforce planning and scheduling processes across business lines
• Analyze utilization data, coordinate staffing across regions, and mentor scheduling staff
• Generate and review scheduling, utilization and forecasting reports for analysis
• Identify trends to proactively balance workloads while increasing utilization
• Monitor productivity, conflicts, leverage, availability, and non-charge hours
• Coordinate resources sharing regionally and nationally
• Facilitate scheduling meetings and ask clarifying questions for decisions
• Implement strategies incorporating regional and functional requirements
• Maintain workforce plan and collaborate on variances

Resource Management Manager – Consulting

• Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment playing the Controller role of your clients
• Participate in client design sessions to analyze requirements and redesign business processes in connection with FaaS best practices in areas such as chart of account redesign, procure to pay, order to cash, month end close, record to report, etc.
• Lead, manage and coach client services representatives, associates, senior associates and supervisors
• 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 client's 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 Finance as a Service clients
• Write service agreements and statements of work
• Participate in meetings with new client prospects and in the proposal process

Financial Consulting Manager – Finance as a Service

• Support the AFC team on various accounting projects
• Demonstrate basic to intermediate knowledge of complex financial accounting concepts
• Supervise the full accounting cycle, including journal entries, data validation, and reconciliations
• Prepare and analyze financial reports
• Oversee payroll accounting and perform related monthly reconciliations
• Provide guidance and training to junior accounting staff

Accounting Supervisor

Executive Assistant

• Provide skilled and efficient support to select RSM leaders in calendar and schedule management
• Execute travel arrangements and expense reimbursement
• Coordinate logistics for internal and external meetings
• Proofreading communications, compiling reports and other special projects
• Maintain daily, weekly, and monthly to-do lists
• Handle confidential correspondence and take ownership of projects or events assigned
• Prepare and proofread information for professional appearance
• Independently compile data and prepare appropriate reports

Senior Executive Assistant – Temporary

Recruitment

• Lead high-impact searches for senior and executive-level talent aligned to the firm’s most critical growth priorities
• Partner with functional, regional, and line-of-business leaders to understand business needs, shape search strategies, and prioritize urgent hiring demands
• Serve as a trusted talent advisor by providing market insights, competitive intelligence, candidate calibration, and recommendations that support informed hiring decisions
• Build strong, trusted relationships with senior candidates, cultivate long-term candidate networks, and represent the firm’s brand, culture, and growth story in the external market
• Proactively build and maintain talent pipelines for critical growth areas, ensuring qualified candidates can be quickly surfaced to business leaders as urgent or future hiring needs emerge
• Develop targeted sourcing strategies for specialized and emerging skill sets, including technology, artificial intelligence risk, cyber, digital trust, risk analytics, and related growth areas
• Maintain a disciplined focus on requisition prioritization, candidate pipeline health, stakeholder communication, and timely search progress
• Partner with sourcing teams and talent acquisition leadership to ensure the right level of pipeline support for urgent and complex hiring needs
• Provide regular updates to key leadership stakeholders on search status, market trends, risks, and recommended actions
• Use recruiting technology, data, and market intelligence to improve search quality, speed, and stakeholder visibility
• Guide, coach, or influence talent acquisition team members as needed to improve search execution, business alignment, and candidate engagement
• Escalate risks, barriers, or resource needs quickly to Talent leadership to maintain momentum on critical searches
• Consistently operate as a top individual contributor while supporting broader talent acquisition priorities and continuous improvement

Talent Acquisition Manager – Executive Search

• Provide skilled and efficient support to select RSM leaders
• Manage strategic calendar and schedule management
• Execute travel arrangements/expense reimbursement
• Coordinate logistics for internal and external meetings
• Proofread communications, compiling reports and other special projects as needed

Senior Executive Assistant

Associate

• Participates in technology and security due diligence engagements for transaction clients
• Evaluates components of technology environments to identify transaction risks and considerations
• Supports development of diligence analyses and planning deliverables
• Assists in preparing client-ready diligence reports and supporting materials
• Participates in client meetings and supports transaction discussions as needed

Senior IT M&A Associate

• Work independently as well as with large project teams delivering value to RSM clients
• Experience working with distributed development and technology implementation teams
• Assist clients with solving complex technology problems
• Perform hands on development and configuration to design, develop, and implement cloud capabilities for our clients
• Understand business and technology risk and learn how to apply risk reduction techniques

Tax Partner – Real Estate Debt Funds

Manager, Tax Process Strategy & Solutions

Senior Consultant, Microsoft D365 CE Managed Services

Interim Accounting Manager

Tax Senior Manager – Financial Services, Asset Management

Supervisor – Cyber M&A Diligence

Resource Management Manager – Consulting

Financial Consulting Manager – Finance as a Service

Accounting Supervisor

Senior Executive Assistant – Temporary

Talent Acquisition Manager – Executive Search

Senior Executive Assistant

Senior IT M&A Associate

Senior IT M&A Associate

Senior Cloud Transformation Consultant