RSM US LLP

Compliance

• Manage and deliver assessments and other services covering AML/CFT/Sanctions regulatory compliance for banks, broker dealers and other financial institutions
• Participate in the evaluation of the current state of the AML//CFT/Sanctions compliance program, identify any deficiencies to enhance controls, and leverage your knowledge to provide advice to strengthen the AML/CFT/Sanctions Program
• Participate in the development and implementation of AML policies and controls
• Participate in the independent testing or audits of all aspects of the client’s AML/CFT/Sanctions Program and suggest strategies and improvements for governance, monitoring, training and testing.
• Participate in the response to enforcement actions focusing on developing and executing a corrective action plan that results in a compliance program that is sustainable and consistent with regulatory expectations and industry standard practices.
• Develop strong relationships with existing clients and prospective clients within banking and financial services industries, providing timely , high quality client service that meets or exceeds expectations
• Participate in engagements (including planning, execution, workpaper review, report preparation and final wrap up), conducting exit meetings, and assisting in preparation of reporting and related risk assessment completion
• Communicate with clients on the review process, conclusions and potential improvements to the process.
• Stay abreast of changes in industry regulations, and develop own competency through continuing education and by obtaining additional professional certifications

Supervisor, Risk Consulting – Global Banks, Consumer Compliance

Business Analyst

• The Senior Business Analyst independently leads requirements gathering, analysis, and solution design to ensure business needs are met with effective, scalable solutions
• Work closely with stakeholders, facilitates workshops, mentors junior analysts
• Analyze and document business processes, workflows, and system requirements
• Collaborate with cross-functional teams to translate requirements into actionable solutions
• Apply proficiency with BI tools and data analysis methods to evaluate business performance and recommend improvements
• Support testing by reviewing test cases, validating requirements, and assisting with defect resolution
• Contribute to the improvement of business analysis methods, templates, and best practices

Senior Business Analyst

Accounting Manager

• Provide quality review of Forms 3115, 1128, 970
• Research, address, and consult on technical issues specific to revenue and expense recognition
• Monitor the issuance of guidance by the government and courts
• Assist with the development of internal and external thought leadership and continuing professional education courses
• Assist with research and drafting of opinions, technical memos, or similar types of guidance

Tax Manager – Accounting Methods and Periods

• Perform tax consulting and advisory services related to Research and Development (R&D) tax credits
• Perform R&D tax credit studies, quantifying R&D activities and costs, compiling proper documentation and support, and developing an overall methodology to assist the company in quantifying and supporting past, current, and future credits
• Assist with IRS and federal and state controversy and appeals related to the R&D credit
• Interact with both internal tax professionals and external client stakeholders
• Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, as it relates specifically to the R&D credit
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients
• Communicate directly with client personnel, including operations, finance, accounting, and engineering
• Assist in managing and implementing multiple projects simultaneously, including client interviews, computations, analysis, data gathering, and coordination of resources
• Develop an understanding of client's business and become a "functional expert"
• Help drive the success of multiple R&D engagements
• Participate in feasibility reviews to determine the potential cost and benefit of a full study and recognize opportunities for providing additional services to clients
• Contribute as an industry expert by keeping abreast of changes in industry regulation, maintaining competency through continuing education and obtaining additional professional certifications
• Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda

Tax Supervisor – Federal Credits and Incentives

• Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation
• Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation
• Provide leadership, training and career mentorship to staff and supervisor level team members
• Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects
• Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

Tax Manager – Family Office

• Advise family office and multi-generational families on a full spectrum of tax services
• Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation
• Anticipate client needs and collaborate with RSM colleagues
• Participate in prospective client proposals
• Develop and sustain strong relationships with clients

Tax Senior Manager – Family Office

• Serve as a Career Advisor, mentor or coach to one or more employees
• Train and develop staff members
• Provide detailed review and analysis of complex tax returns
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team
• Serve as the Tax client service coordinator for appropriate clients
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
• Assist with new business development, extended service and tax issue recognition for existing clients
• Manage corporate client needs with respect to tax services and federal and state tax compliance
• Remain up-to-date on current tax practices and changes in tax law

Tax Manager – Corporations

• Support the overall execution of family office client engagements
• Develop insights and strategic recommendations for family offices
• Prepare, communicate, and present client reports and written deliverables
• Contribute to the evolution of RSM’s family office advisory offerings
• Manage internal practice development initiatives
• Assist in proposal generation and business development efforts

Tax Manager – Family Office, Advisory Services

• Advise business owner clients on a full spectrum of business and tax opportunities
• Manage and oversee the engagement team focusing on taxation
• Collaborate with RSM specialists regarding various taxation areas
• Drive growth opportunities with existing clients
• Develop strong relationships with clients and advisors

Senior Tax Manager – Private Company

• Prepare or detail review international components of complex tax returns
• Demonstrate solid understanding of tax codes, regulations, rulings and case law
• Provide detail review and training staff
• Dedicate time to coaching others in tax software, business process, research skills, technical expertise , planning and project management skills
• Responsible for client work being performed on time and within appropriate scope of services and budget

Senior Associate – US Tax

QA Engineer

• Managing quality assurance projects guiding teams of quality assurance engineers and testers to ensure comprehensive test coverage and high performance of our clients’ software products.
• Developing, implementing, and maintaining robust test strategies and plans that align with project goals and timelines.
• Establishing and maintaining defect tracking and management processes to ensure timely identification, documentation, and resolution of software issues.
• Contributing to continuous improvement initiatives within the quality engineering team to optimize processes, tools, and methodologies.
• Collaborating closely with cross-functional teams including software development, product management, and operations.
• Developing and maintaining quality metrics and reports to effectively communicate test progress, results, and quality status to stakeholders.

Quality Engineering Test Manager

• Serve as a mentor or coach to one or more employees, which will include providing honest and timely performance feedback
• Train and develop staff members
• Provide detailed review and analysis of complex tax returns
• Work on multiple complex issues while communicating in a non-technical manner
• Serve as the Tax client service coordinator for appropriate clients
• Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities
• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
• Assist with new business development, extended service and tax issue recognition for existing clients
• Manage corporate client needs with respect to tax services and federal and state tax compliance
• Remain up-to-date on current tax practices and changes in tax law
• Other duties as assigned.

ServiceNow

• Facilitate SPM-focused workshops to understand client portfolio management processes, demand intake, resource planning, and project delivery frameworks
• Define and communicate a clear SPM vision and roadmap, aligning ServiceNow SPM capabilities (Demand Management, Project Portfolio Management, Resource Management, Agile Development) with business strategy and outcomes
• Own and manage the SPM product backlog, prioritizing features such as demand intake, project tracking, capacity planning, and financial management
• Collaborate with stakeholders to identify dependencies across SPM modules (e.g., Demand → Project → Resource → Financials) and drive logical implementation sequencing
• Act as a strategic advisor to optimize portfolio visibility, investment planning, and resource utilization through SPM capabilities
• Lead sprint planning, backlog refinement, and reviews with a focus on iterative delivery of SPM solutions
• Analyze existing portfolio and project management processes to identify opportunities for improved governance, prioritization, and execution
• Serve as the primary liaison between business stakeholders and technical teams, ensuring alignment on SPM strategy, configuration, and outcomes
• Drive stakeholder adoption of standardized demand, project, and resource management processes
• Ensure delivery of scalable solutions that support enterprise portfolio management, Agile delivery, and hybrid project environments

ServiceNow Strategic Portfolio Management Consultant

Financial Crime

• Investigating fraud and misconduct, bribery and corruption, and other investigative matters
• Supporting counsel in litigation and expert witness engagements potentially including damages calculations, document requests, witness questions, and market research
• Completing complex tasks independently and reviewing associate work for accuracy
• Maintaining effective client communications and organized personal and engagement files
• Contributing to proposals and assisting with business development activities

Supervisor, Risk Consulting – Global Banks, Consumer Compliance

Senior Business Analyst

Tax Manager – Accounting Methods and Periods

Tax Supervisor – Federal Credits and Incentives

Tax Manager – Family Office

Tax Manager – Family Office

Tax Senior Manager – Family Office

Tax Manager – Corporations

Tax Manager – Family Office, Advisory Services

Senior Tax Manager – Private Company

Senior Associate – US Tax

Quality Engineering Test Manager

Tax Manager – Corporations

ServiceNow Strategic Portfolio Management Consultant

Senior Associate, Financial Investigations and Dispute Services