Manager - State & Local Tax

San Francisco, California

RSM US LLP
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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 is seeking an experienced, energetic, and self-motivated state and local tax specialist to join our dynamic, collaborative and expanding SALT team. RSM's collaborative and entrepreneurial culture provides a career-focused individual with the opportunity to be a first-choice advisor to middle market leaders.

The ideal candidate will help execute our strategy to deliver the RSM client experience, focus on the middle market, empower passionate teams and build communities of RSM promoters through the following responsibilities:

  • Participate in one of RSM's key industry teams which include: Financial Services and Construction/Real Estate
  • Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Investment Fund clients
  • Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback
  • Advise clients on nexus, unitary and business income, multistate tax planning, audit defense, and due diligence.
  • Manage complex state tax compliance and consulting projects for corporate and pass-through entities.
  • Deliver excellent service to internal and external clients including effective communication, teamwork, positive attitude and high professional standards.
  • Continue to expand knowledge base in area of expertise, comply with continuing education requirements.
  • Drive growth and profitability to the Investment Fund practice by generating new revenue on existing client portfolio, cross selling and new clients for the tax practice
  • Interact directly with clients handling questions, planning, consulting, etc.
  • Serving as Tax client service coordinator while developing and executing the firm's client service plan
  • Reviewing 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 corporate client needs with respect to tax services and state tax compliance
  • Remain up to date on current tax practices and changes in tax law
  • Basic Qualifications:
  • Requires a minimum of bachelor's degree in Accounting or closely related field from an accredited college or university
  • Requires one of the following: CPA, JD, or LLM in Taxation, or Enrolled Agent
  • Requires a minimum of five (5) years of experience providing income/franchise tax consulting services in a Public Accounting, Consulting, or Law firm
  • Strong analytical, problem solving, detail oriented and excellent interpersonal skills

Required Qualifications:

  • Bachelor's degree in Accounting or closely related field from an accredited college or university
  • CPA, CMI, JD or LLM required
  • Minimum of five (5) years of experience providing sales and use tax consulting services in a public accounting, consulting or law firm
  • Possess thorough knowledge of a variety of state and local sales and use tax laws, regulations, policies and procedures, as well as tax planning, restructuring, due diligence, audit defense, reverse audits and state controversy work
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Effective verbal and written communication skills
  • Ability to travel up to 25% (note travel requirements are currently limited)

Preferred Qualifications:

  • CPA, JD or CMI
  • Project management and critical thinking skills
  • Outstanding organizational and time management skills; ability to prioritize multiple assignments

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. 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 .



RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. 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; 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.



Compensation Range: $97,200 - $183,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Date Posted: 11 June 2024
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