RSM US LLP

• Responsible for creating and maintaining the overall change management plan and supporting deliverables
• Develop and execute a holistic change management strategy that successfully transitions key stakeholder groups
• Collaborate with Change Management leaders and colleagues, operations, product teams, IT, and other functional areas across RSM
• Manage change throughout the assigned project/initiative while ensuring on-time delivery of change materials
• Coordinate, apply, and track change management tools or activities

Tax Change Manager

Director

• Lead and deliver client engagements focused on organizational design, job architecture, competency model development, career pathing, succession planning and performance management program design across multiple industries
• Lead workforce transformation strategy initiatives and drive practice growth by helping clients align organizational structures, talent strategies, operating models, and workforce capabilities with business priorities and future growth objectives
• Manage multiple concurrent client engagements and priorities, ensuring high-quality delivery, effective resource management, proactive risk mitigation, and alignment to project timelines and budgets
• Serve as the primary engagement leader, accountable for scope, quality, delivery timelines, and financial performance
• Partner closely with senior client stakeholders to diagnose organizational challenges and design practical, scalable solutions
• Translate strategy into actionable operating model, structure, role clarity, and talent framework recommendations
• Oversee the development of deliverables including assessments, design assets, implementation roadmaps, and change enablement materials
• Lead, coach, and develop consulting teams, providing performance feedback, mentorship, and career guidance
• Contribute to practice growth through business development, proposal development, and solution shaping
• Support the development and refinement of firm methodologies, tools, and intellectual capital related to organizational effectiveness and performance
• Collaborate with cross functional teams to deliver integrated solutions aligned to client strategy
• Actively participate in practice operations, including resource planning, engagement staffing, and talent development initiatives
• Provide thought leadership through internal knowledge sharing, client presentations, and external content creation

Human Capital Advisory Director

ServiceNow

• Administer and support core ITSM modules, including Incident, Problem, Change, Request, and Knowledge Management
• Configure and maintain forms, lists, UI policies, business rules, notifications, and Flow Designer workflows
• Manage users, groups, roles, and access controls in alignment with security and governance standards
• Troubleshoot platform and application issues, identifying root cause and implementing corrective actions
• Support data imports, exports, and basic integrations under established standards and guidance
• Implement minor enhancements and low code solutions to improve operational efficiency and user experience
• Maintain platform documentation, operational procedures, and knowledge articles

Senior ServiceNow Systems Administrator

• Advise ultra-high net worth clients on a full spectrum of tax services
• Manage and oversee the engagement team focused on individual tax engagements
• Collaborate with RSM specialists regarding state and local taxation
• Provide leadership, training and career mentorship to staff
• Drive and collaborate with senior leadership on growth opportunities

Tax Manager – Ultra High Net Worth

• Advise business owner clients on a full spectrum of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance
• Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary taxation
• Collaborate with RSM specialists regarding Estate and Gift planning, State and Local Taxation, and International Taxation
• Work on multiple complex issues while communicating in a non-technical manner
• May have people leadership responsibilities
• 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
• Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
• Remain up-to-date on current tax practices and changes in tax law

Tax Manager

Financial Planning and Analysis

• Manage multiple concurrent engagements within the Accounting and Finance Consulting (AFC) practice to provide technical accounting and financial or business advisory guidance to clients
• Demonstrate intermediate to advanced knowledge of complex accounting concepts
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Assist in the preparation of technical memos and other client deliverables
• Supervise Audit Seniors and Supervisors on engagement teams
• Oversee engagement economics and manage appropriate resources for efficient engagement models
• Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
• Understand RSM’s service lines and work as a team in providing an integrated service delivery
• Develop others within the TAC practice through mentoring, training and advising on career development or participating in other Firm initiatives
• Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth

Financial Consulting Manager – Accounting, Finance Optimization

• Provide a variety of financial consulting services to clients
• Technical Accounting and Accounting Support to business operations
• Business process improvement and internal controls assessments
• Advisory projects including organizational structure analysis and profitability analysis studies
• Provide timely, high quality client service including coordinating the development and execution of the consulting work plan
• Develop an understanding of the client's business and industry
• Actively participate with engagement team and function as an in-charge and go-live lead
• Identify performance improvement opportunities

Senior Associate, Accounting and Finance Consulting – Gaming and Hospitality

• Manage and build trusting client relationships; understand clients' business challenges and goals
• Work collaboratively with clients and service teams to deliver exceptional value and quality
• Manage and drive the success of multiple engagements while enhancing profitability
• Provide additional insights and business solutions that result in expanded business to clients
• Lead the development and execution of growth strategies
• 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 as they affect GAAP, as well as the firm's standards and policies

Tax Partner – Corporations

Revenue Operations

• Leverage prior experience within biotech or pharmaceutical organizations to advise clients on operational readiness
• Lead the overall delivery of complex, multi‑workstream consulting engagements
• Supervise, coach, and develop junior team members
• Provide input and insight into the evolution of RSM’s Life Sciences Advisory service offerings

Senior Associate, Revenue Growth & Operations

Cloud Engineer

• Concentrate on selling consulting services within Business Applications, Data Analytics, and related professional services solutions
• Lead all aspects of the sales process, including systematic prospect targeting and development of sales strategy
• Build and maintain strong sales pipelines and forecasts associated with substantiated opportunities
• Prepare and facilitate presentations/proposals and close sales with customers
• Work closely with various firm industry and line of business leaders in co-leading growth efforts

Business Development Director – Cloud Native Business Applications Consulting

Insurance

• Complete audit work papers by documenting audit tests and findings of significant and complex audit areas;
• Identify and address technical accounting and audit issues;
• Review financial statements to ensure compliance with Accounting Standards and preparation of reports and opinions to management;
• Conduct various audit engagements simultaneously with numerous engagement team members per audit;
• Assist with management and co-ordination of the audit team including training, mentoring and methodology compliance.

Audit Senior

IT Support

• Leading and managing multiple audit engagements across a variety of sectors
• Building strong, lasting relationships with clients and stakeholders
• Coaching and developing junior team members
• Identifying and resolving technical accounting and audit issues
• Contributing to business development, tenders, and presentations
• Collaborating with Partners and Directors on business unit strategy and operations

Audit Manager – Senior Manager

• Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients
• Work with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
• Assist clients with reorganizations, bankruptcy emergence planning, out of court workouts, debt restructurings, tax basis, Earning and Profits, and Section 382 studies
• Managing multiple engagements simultaneously and working with all M&A colleagues across the enterprise
• Develop, motivate, and train staff and senior level team members

Senior Tax Manager – Mergers and Acquisitions, Deal Advisory

• Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services
• Identify and develop high value tax opportunities for our clients
• Assist clients on a range of financial instrument and related M&A tax issues
• Planning, managing and executing on advice engagements with limited supervision
• Develop, motivate, and train team members

Tax Manager – Federal Mergers and Acquisitions – Financial Instruments

Billing Specialist

• Manage the monthly and annual billing process for respective line of business focus area(s).
• Responsible for coordinating and organizing schedules, processes, and procedures for the timely billing of the firm’s services.
• This includes meeting with key stakeholders, ensuring compliance with standard billing practices, education of primary billers, and implementation of standard billing practices.
• In collaboration with the Billing/AR Leader, cultivate seamless and highly effective working relationships, interoperability, and lines of communication with the Firm’s Owners, line of business leaders, cross functional stakeholders, and across the finance organization.
• Act as a key contributor in the preparation of the periodic financial presentations, working closely with the finance peers and line of business leaders.
• In collaboration with the Billing Leader, develop a deep understanding of the Firm’s practices, clients, and business, and evaluate and drive corresponding functional enhancements, operational efficiencies, innovation, and continuous improvement across the Firm’s revenue functional areas.
• Provides effective leadership to billing Managers and/or their teams through planning appropriate staffing levels; interviewing, selecting, orienting, and training; communicating performance expectations & providing feedback on performance, recognition, coaching, employee counseling reports and/or discipline including termination; innovative and strategic leadership guiding employees through process changes; creating career growth opportunities and employee development plans.
• Other duties as assigned.