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Full Time
11/6/2024
Los Angeles, CA 90071
(10.4 miles)
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.Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Pass Through, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.Responsibilities:Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activitiesAssist with new business development, extended service, and tax issue recognition for existing clientsDevelop, motivate, and train staff level team membersLead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationshipsKeep up to date on current tax practices and changes in tax lawReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsBuild relationships across lines of business to ensure excellent client service through an integrated service approachMay have people leadership responsibilitiesProvide 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 while managing the risk for both the client and the firmServe as the Tax client service coordinator for appropriate clients Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activitiesAssist with new business development, extended service, and tax issue recognition for existing clientsManage corporate client needs with respect to tax services and federal and state tax complianceBasic Qualifications:Bachelor's & Master’s Degree in Commerce or Accounts (B-Com/BBA & M-Com/MBA) Enrolled Agent is mandatory, and CPA would be a plusMust have at least 12-14+ years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activitiesExperience in public accountingwith at least 10+ of those years focusing on partnership taxationExperience with one or more of the following: S-Corps or Partnerships/LLCs Effective verbal and written communication skillsStrong Microsoft Excel and Word skills requiredPreferred Qualifications:A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clientsProject management and critical thinking skillsOutstanding organizational and time management skills; ability to prioritize multiple assignmentsWorking knowledge of tax code and technical aspects of tax preparation and complianceStrong technical skills in accounting and tax preparation and industry specializationAbility to handle multiple tasks simultaneouslyExperience in dealing with international tax matters would be a plusExperience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)Experience with partnership taxationExperience/familiarity with capital account analysisExperience/familiarity with 704 ©, 754 matters and M&A implications related to PPAInternational tax matters K-2/K-3 reportingAt 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 or send us an email at .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 - $245,900Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Full Time
10/16/2024
Anaheim, CA 92808
(42.1 miles)
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.Together, there’s no stopping you!Job Title:Financial Services Representative IIJob Description:Summary:Financial Services Representative II serves as the bank’s more experienced front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, backing up for the teller line, as well as responding to customer inquiries by telephone and in person.Essential Duties and Responsibilities:Greeting clients as they enter the lobby, serving as first person to answer incoming phone calls.Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans. Work with treasury management and commercial lenders to service commercial clients.As back up for the teller line, be able to perform all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin & Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.Serves as a team member to accomplish company objectives and lobby and personal goals. As the experienced banker this individual would be expected to work closely with the Treasury Management Representative and the Relationship Managers to develop stronger client relationships. Provides customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with client to assure resolution. Develop and maintain long-term relationships with clients.Actively participates in training programs to maintain and acquire additional job knowledge and skills.Complies with all department and company policies, procedures, audit guidelines, and regulations.Assists in opening and closing the branch, following procedures set by corporate security.Proactive calling for prospects and prepare annual reviews for deposit only clients.Other duties as required.Qualifications:Excellent interpersonal, customer service, and sales skillsPresent professional appearance and demeanor including excellent phone etiquetteStrong work ethic with the ability to think through and rationalize decisionsTeam-oriented, possess a positive attitude and works well with others. Demonstrates diversity, flexibility, and commitment.This position requires a perceptive person who is capable of relating to individuals at all levels. Situations that present themselves may require sensitivity to both customer and bank needs and goodwill.Represent the bank in a manner that maintains the highest level of confidentiality with all information obtained.Strong organizational skills, detail-oriented with the ability to establish priorities and to complete forms and handle transactions with a high degree of accuracy. Must be able to handle multiple tasks and work independently.Must be able to count cash quickly and accurately, have the ability to work in a fast paced environment and under pressure as needed.Self-motivated and goal-oriented. Have the ability to meet established lobby goals.Familiar with a variety of account ownerships, both personal and business, to effectively assist customers’ needs in opening accounts and obtaining required documentation.Must be willing to travel periodically to other local branch locations when coverage is neededSupervisory Responsibilities:NoneEducation and/or Experience:High school diploma or equivalent , plus a minimum of two years banking experienceComputer and Software Skills:Skilled in operation of a personal computer, including Microsoft Word, PowerPoint and ExcelGmail, Google DocsData entry and 40 WPM typingAbility to operate standard office equipment, such as, computer work stations, typewriters, calculators, and copierKnowledge of IBS Insight, Image Now, Salesforce (preferred)Certificates, Licenses and Registrations:Notary License preferredCOMPENSATIONSalary Range: $22.50 - $27.00 per hour. Amount is based on relevant experience, skills, and competencies.Equal Opportunity Statement:Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at.Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE.
Full Time
10/15/2024
Los Angeles, CA 90071
(10.4 miles)
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 International Tax practice consists of professionals nationwide with broad experience in international tax matters. The practice advises clients on outbound and inbound structure planning, foreign tax credit, global tax planning, transfer pricing analysis, compliance, ASC 740, information reporting and withholding (including FATCA and the Common Reporting Standard (CRS)), foreign assignment planning and general international business planning.We currently are seeking a candidate with strong experience in U.S. back-up, nonresident alien, and FATCA reporting and withholding tax matters as well as experience with the Common Reporting Standards (CRS) (collectively referred to as Global Information Reporting or "GIR") to join our International Tax practice. The individual will be a part of our Washington National Tax Practice and can be based out of any of our West Coast locations. This position will provide leadership and technical support for developing and providing GIR services. The candidate will cover areas such as withholding tax on cross-border transactions, double tax treaties, outbound risk and process reviews, FATCA and the Common Reporting Standard (CRS). The candidate will be responsible for generating revenue and driving growth and profitability to the GIR practice.In addition to strong tax technical capabilities, the candidate must demonstrate proven business development, growth, and project management skills, the ability to lead teams and advise senior level executives, and the ability to partner with business teams from across all geographies and at all levels.ResponsibilitiesLead and manage Global Information Reporting related advisory and compliance projects.Consult with and advise internal and external clients on U.S. back-up, nonresident alien, FATCA, and CRS reporting and withholding requirements for various arrangements including complex cross border transactions and mergers and acquisitionsMonitor legislative and regulatory developments impacting reporting and withholding requirements and draft thought leadership regarding the impactReview tax information returns prepared by staff including IRS Forms 1042, 1042-S, 1099, Foreign Bank Account Reports, FATCA and CRS reportsSupport RSM teams and member firms nationally on GIR related projects and issues and develop service offerings for dissemination to teams or business unitsBe a driving force in the growth and expansion of GIR services throughout the firmDrive growth and profitability to the GIR practice by generating revenue and sales for existing clients, identifying leads and developing relationships for new clients and prospects, drafting responses to requests responding to RFPs, drafting proposals, and leading pursuits nationallyLead practice development activities and formulation of marketing and growth strategies and execution of firm plans and goalsManage and mentor staff and managers, execute annual performance reviews, and serve as a performance advisor to members of the GIR teamEstablish steps, responsibilities, and timelines for GIR projects and compliance effortsHeavy research and drafting or reviewing tax memorandums, tax protests, and other correspondence regarding tax information reporting and withholding issuesLead internal training sessions and client educational workshops on FATCA, CRS, and other information reporting and withholding topics upon requestReviewing research findings and ensure conclusions are consistent with firm policies and professional standardsBuild relationships across lines of business to ensure excellent client service through an integrated service approachTravel is requiredQualificationsRequires a minimum of a Bachelor's Degree in Accounting, or related business fieldRequires one of the following: Active CPA, EA, or JD with State BarRequires a minimum 10years of tax information reporting and withholding experience in a corporate, public accounting or law firm environment (Big 4 experience preferred)Requires a minimum seven (7) years of experience managing tax professionalsStrong knowledge of IRC Chapters 3,4, and 61 with the ability to consult and advise on related issuesRequires experience with handling IRS exams, consulting on related tax compliance to including preparation of Forms 1042,1042-S, and FATCA reportsProven ability to generate and manage revenue and oversee closing and execution of dealsProven ability to develop and implement policies and procedures, including the design and documentation of detailed process flowsAbility to resolve issues quickly; well organized with strong management skillsRequires the ability to travel domestically and internationally 15%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 or send us an email at .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: $145,600 - $292,600Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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