RSM US LLP

Affiliate Manager

• Focus on and drive service offerings throughout the Los Angeles market
• Oversee delivery of client solutions and collaborate to introduce other service offerings
• Represent RSM to clients and prospects in the marketplace
• Build, develop, and manage a book of business to meet goals and objectives
• Use professional networks and existing relationships to develop new business for the health care assurance team and extend opportunities to other lines of business
• Collaborate and lead across regions within the Audit function
• Develop business plans and lead and develop audit personnel in marketplace client interactions
• Develop and execute the Firm’s strategy aligned with regional and national expectations to drive growth
• Support the RSM Audit services line as needed, including concurring or other technical involvement on assurance clients
• Lead, mentor, manage, and motivate teams for success

Assurance Partner – Healthcare

Manager

• Lead the firm's benefits realization capability across Digital, AI, business transformation, and process improvement investments
• Define value before work begins, establish success measures and benefit ownership, and validate expected outcomes after implementation
• Create frameworks, governance, reporting, and accountability connecting investments to measurable operational, financial, workforce, client, and strategic benefits
• Advise business and technology leaders on value realization, adoption, transformation outcomes, and investment effectiveness
• Lead a team responsible for value measurement and benefits governance across the portfolio
• Establish enterprise standards, methodologies, and governance for benefits realization and value management
• Partner with stakeholders on intake, discovery, and business case development to define outcomes and value targets
• Develop benefit metrics, baselines, dependency maps, and realization plans
• Evaluate business cases, value assumptions, forecasted benefits, financial impacts, productivity opportunities, and strategic outcomes
• Support governance and investment review processes with value-driven analyses and recommendations
• Maintain portfolio-level benefit tracking and realization reporting
• Monitor actual performance against approved business cases and expected outcomes
• Identify value realization risks, adoption challenges, and value leakage; recommend corrective actions
• Partner with Change Management and Process Transformation teams to measure adoption and business outcomes
• Deliver executive dashboards, scorecards, portfolio reporting, and value realization insights
• Present findings and recommendations to leadership, governance committees, and investment review forums
• Lead, coach, and develop value realization professionals
• Establish repeatable tools, templates, and operating practices and drive maturity of the benefits realization discipline

Benefits Realization Manager

• Lead integration and/or separation efforts from planning through execution
• Coordinate teams of professionals and services across RSM practices
• Develop and grow client networks through business acumen, personal networks, and complex delivery skills
• Manage relationships and supervise multiple engagements, including onsite client projects
• Support the development of Deal Services and Integration and Separation Advisory services across the transaction lifecycle
• Support the growth and maturation of a high-performing, diverse practice team
• Evolve methodologies, tools, approaches, points of view, and thought leadership for the full-service M&A offering
• Develop business through internal and external channels and sell services across diverse firm offerings
• Develop and lead director- and manager-level engagement leaders
• Act as a trusted advisor to internal and external clients
• Lead client workshops for private equity and strategic corporate buyers
• Sell and structure pre-close planning, post-close planning, and Day 1 operational support engagements
• Provide management advice across functional business areas based on engagement scope, industry, and transaction complexity
• Direct TSA evaluation, identify deal-perimeter gaps, evaluate pricing, and structure TSA or reverse-TSA services
• Plan to close operational gaps with new services, systems, people, processes, or contracts
• Identify stranded costs and manage sell-side exit processes
• Support synergy assessment and post-close synergy realization through value engineering, cost management, and growth opportunities
• Support the sales cycle and manage engagements profitably
• Develop and deliver annual firm- and practice-level strategy with ISA and Deal Services leadership

Deal Services Consulting Partner/Principal – M&A Integration, Separations, Value Creation Advisory

Revenue Operations

• Lead consulting engagements for Pharmaceutical and Biotechnology clients focused on Gross-to-Net revenue analytics, government pricing analytics, contract and channel valuation, compliance assessments, pricing methodology, and Fair Market Value analysis
• Provide subject matter expertise and go-to-market guidance on Gross-to-Net and Government Pricing services
• Lead cross-functional transformations and assessments across Managed Markets, Finance, and Medical Affairs
• Develop and implement market access and pricing strategies
• Oversee price modeling for government price points and impact analyses for commercial, government, and distribution contracts
• Help clients operationalize compliant government and commercial programs
• Advise clients on price transparency reporting compliance
• Evaluate client financial data using data analytics and financial modeling
• Manage teams through requirements gathering, contract modeling, use case development, testing, and training
• Maintain relationships with engagement teams, client employees, and C-suite stakeholders
• Lead business development, networking, proposals, and marketing content
• Manage engagement economics, including budgeting, pricing, margins, billing, and risk management

Management Consulting Manager, Revenue Growth – Operations

Growth Marketing

• Lead and execute a firm-wide strategy to drive sustainable revenue and margin growth
• Own the end-to-end client growth lifecycle, including sales enablement, strategic pursuits, bids and tenders, client retention and client experience
• Develop national sector and service line growth strategies across rural, regional, metropolitan and selected international markets
• Increase the number and value of high-value client relationships
• Drive deeper service line penetration across the firm
• Build a scalable, future-ready, client-centric business development function
• Elevate pursuit capability and win rates across strategic opportunities
• Provide oversight of national sector and service growth plans
• Design and own the national sales enablement strategy, frameworks and toolsets
• Establish and lead a disciplined pursuits program for strategic and high-value opportunities
• Own the national bids and tenders strategy and operating model
• Lead client retention and growth programs, including key client programs, feedback, cross-sell initiatives and account planning
• Oversee national sales pipelines and performance management across service lines and sectors
• Own the sales and pursuits technology stack and data strategy, including CRM, pipeline tools, proposal platforms and AI-enabled tools
• Shape the firm’s BD culture and uplift BD skills through coaching, tools, training and role-modelling
• Lead and develop the Clients & Growth/BD team, including workforce planning, recruitment, succession and performance management
• Build strategic relationships with external partners, referrers and alliances
• Collaborate with Marketing, Finance, Innovation/Technology and Service Line Leaders
• Engage Partners, Office Managing Partners and Service Line Leaders as a trusted advisor and lead change in sales and client practices

National Director – Growth and Clients

Executive Assistant

• Provide skilled and efficient support to select RSM leaders
• Schedule calls, meetings, and calendar appointments
• Coordinate flights, cars, hotels, meals, and other travel arrangements
• Submit expense reports
• Manage meeting invitations, logistics, attendee tracking, and notes
• Handle confidential correspondence
• Participate in assigned projects and events, including researching, organizing, and executing details
• Proofread and assemble correspondence, PowerPoint slides, handouts, and spreadsheets
• Compile data and prepare reports and documentation
• Serve as a go-to resource delivering a consistent and positive experience
• Liaise between ESS, internal departments, and external parties
• Provide knowledge of firm systems, tools, and industry knowledge
• Perform other assigned duties

Executive Assistant, Tax

• Serve as a Career Advisor, mentor, or coach to one or more employees and provide timely performance feedback
• Train and develop staff members
• Provide detailed review and analysis of complex tax returns
• Work on multiple complex issues and facilitate communication between clients and service teams while managing risk
• Serve as the Tax client service coordinator for appropriate clients
• Advise clients on corporate 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
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Manage corporate client needs relating to federal and state tax compliance
• Remain up-to-date on current tax practices and changes in tax law
• Some travel may be required
• Perform other duties as assigned

Tax Manager – Real Estate

• Prepare complex tax returns
• Conduct detailed review and analysis of tax returns
• Interact directly with clients regarding questions, planning, and concerns
• Perform, document, and summarize research and conclusions regarding specific tax issues
• Develop, motivate, and train staff-level and intern team members
• Remain up-to-date on current tax practices and changes in tax law
• Serve real estate owners, developers, investors, homebuilders, real estate opportunity funds, hotel companies, private equity firms, REITs, and brokerage companies
• Use AI and cutting-edge technology on domestic federal taxation issues
• Some travel may be required

Senior Tax Associate – Real Estate

Business Development Rep

• Drive growth in the Texas/Oklahoma market by selling Audit, Tax, and Consulting services to new Business and Professional Services clients
• Target marketing and advertising firms, environmental and facility services companies, workforce solutions organizations, architecture/engineering firms, law firms, accounting firms, and consulting firms
• Sell professional services including Tax and Audit annuity contracts, Fund Administration, Technical Accounting Consulting, Financial and Accounting Outsourcing, Valuation, Risk/Internal Audit, SOC/Sarbanes-Oxley Section 404, Information Technology/System Selection, Cost Auditing, and Cost Segregation
• Lead all aspects of the sales process, including prospect targeting, opportunity-specific sales strategy, pursuit-team selection, and quarterbacking the sales process
• Build and maintain strong sales pipelines and forecasts for substantiated opportunities
• Prepare and facilitate presentations and proposals; close sales and finalize customer agreements
• Co-lead growth efforts with firm industry and line-of-business leaders through prospecting, networking, and participation in industry and professional groups
• Source and qualify opportunities with companies not currently served by the firm
• Execute the sales plan and process while coordinating internal and external resources to secure business
• Work networking contacts, professional affiliations, industry groups, and Centers of Influence
• Identify and target key companies with local and national industry teams and distinguish existing clients, prospects, and related entities
• Support Partners, Principals, Directors, and Senior Managers in cross-selling services to existing clients
• Develop targeted go-to-market plans with local and national marketing resources
• Provide ongoing market-opportunity feedback to National Sales Organization management

Business Development Director – Tax, Audit, Consulting

Principal

• Lead integration and/or separation efforts from planning through execution
• Coordinate teams of professionals and services across all RSM practices
• Develop and grow a client network through business acumen, personal network, and complex delivery skills
• Manage client relationships and supervise multiple engagements
• Participate in onsite client projects
• Develop Deal Services and Integration and Separation Advisory services across the transaction lifecycle
• Support the growth and maturation of the practice and develop high-performing teams
• Evolve methodologies, tools, approaches, points of view, and thought leadership for the full-service M&A offering
• Develop business through internal and external channels and sell services across firm offerings
• Develop business connections supporting practice and firm strategic objectives
• Lead director- and manager-level engagement leaders in integration and separation engagements
• Act as a trusted advisor and provide direction on larger business objectives
• Lead client workshops for private equity and strategic corporate buyers
• Sell and structure pre-close planning, post-close planning, and Day 1 operational support engagements
• Provide management advice across functional business areas based on transaction scope, industry, and complexity
• Direct TSA evaluation, identify deal perimeters and gaps, evaluate pricing, structure services, and address operational needs
• Identify stranded costs and manage sell-side exit processes
• Support synergy assessment and synergy management through realization
• Manage engagements profitably and collaborate with complex delivery leads
• Develop and deliver annual firm and practice strategy with ISA and Deal Services leadership

Consulting Principal – Private Equity M&A Integration and Separation Advisory

• Create and maintain the overall change management plan and supporting deliverables
• Develop and execute a holistic change management strategy transitioning stakeholder groups from current to future state
• Collaborate with Change Management leaders and colleagues, operations, product teams, IT, functional areas across RSM, and the field
• Manage change throughout assigned projects or initiatives under the change management leader’s direction
• Apply the change management framework and supporting tools, including Tear Sheet, Stakeholder Analysis, Change Impact Analysis, and Training Needs Analysis
• Coordinate, apply, and track change management tools and activities
• Ensure on-time delivery of change materials
• Facilitate conversations to understand processes and technology, refining deliverables based on outcomes
• Support project teams and field resources in analyzing and developing actions in response to formal feedback
• Pursue formal and informal training to increase change management acumen
• Help transition work from project/product teams to operations/business teams
• Serve as a Performance Advisor through feedback, coaching, goal setting, and training
• Act as primary liaison to the change sponsor, project manager, leadership, project team, and stakeholders

Tax Change Manager

Supply Chain

• Lead transformation initiatives across operations, supply chain, and digital ecosystems within the Energy, Oil & Gas, and Renewables sectors
• Identify and solve complex industry challenges using data-driven strategies, AI, and cloud-based technologies such as Azure and AWS
• Drive performance improvement through digital twin implementation, process optimization, and cost reduction
• Manage ERP, CRM, WMS, and TMS implementations across the energy value chain
• Build and maintain client relationships with stakeholders from plant-level teams to C-suite executives and private equity partners
• Lead and coach teams, providing actionable feedback and supporting recruitment and retention
• Drive business development through networking, proposals, and marketing content
• Manage engagement economics, including budgeting, pricing, margin management, billing, and risk
• Conduct client assessments using interviews, workshops, and data analysis
• Prioritize and manage workstreams to maximize team productivity and client impact
• Design and implement solutions aligned with client goals and measurable results

Management Consulting Manager, Supply Chain Advisory

Financial Planning and Analysis

• Lead and manage multiple challenging financial due diligence engagements
• Participate in transactions related to acquisitions by private equity investor groups and strategic corporate buyers
• Develop and deliver quality planning approaches with timely and responsive services and work products meeting or exceeding client expectations
• Build upon transaction advisory services work and post-closing opportunities through business development
• Identify business opportunities and enhance go-to-market strategies
• Lead teams, generate a vision, establish direction, motivate members, create an atmosphere of trust, leverage diverse views, and coach staff
• Cultivate key client relationships
• Contribute to the continued growth of RSM's healthcare transaction advisory platform

Deal Services Consulting Partner/Principal – Healthcare Financial Due Diligence

• Train and develop junior staff members
• Provide detailed review and analysis of tax returns
• Assist the assurance team with tax provision reviews
• Prepare and review tax provision working papers for non-assurance clients
• Manage risk for the client and the firm
• Work on multiple complex issues while communicating in a client-centric manner
• Advise clients on corporate tax services, including planning, research, compliance, and tax accounting
• Review 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
• Remain up-to-date on current tax practices and changes in tax law
• Some travel may be required

Tax Associate 2, Canada Tax

Client Services Representative

• Lead teams through the full process of preparing financial statements, disclosures, and reportable conditions letters
• Coordinate audits, review engagements, compilations, tax work, and other client deliverables
• Develop an understanding of clients’ businesses and needs
• Apply RSM’s review, compilation, and audit methodologies using a risk-based approach
• Collaborate with engagement managers, senior managers, and partners on engagement planning and execution
• Identify accounting, auditing, industry, and client issues
• Prepare board communications, deficiency letters, management letters, and other deliverables
• Supervise associates and seniors, monitor productivity, and report on work-plan and budget adherence
• Address client concerns and escalate issues
• Facilitate efficient information flow between clients and audit teams
• Identify performance improvement opportunities for team members
• Recognize opportunities for RSM to expand services to clients
• Manage time across multiple projects
• Keep current with industry developments and thought leadership
• Maintain professional development through ongoing education