RSM US LLP

Solutions Engineer

• Own enterprise data modeling standards, including conceptual, logical, and physical models, conformed dimensions, and canonical data model governance
• Design and maintain the canonical data hub and integration contracts bridging source systems such as Workday, CRM, and tax platforms to downstream consumers
• Partner with the Boomi iPaaS / API Gateway Architect on orchestration, routing, and contract versioning
• Evaluate and apply Kimball, Inmon, and Data Vault 2.0 data modeling methodologies
• Define entity relationship diagrams and metadata-driven schema patterns where applicable
• Partner with the Solution Architect - Data Platforms to align canonical models to lakehouse/medallion consumption layers
• Establish integration standards for master/reference data synchronization and change-data-capture strategies
• Lead data model reviews for ARB submissions and produce architecture review reports with severity-rated findings and action items
• Maintain the data dictionary, model documentation, and integration interface catalogs
• Support hyper-care for new integrations and drive root cause analysis for data-model-related defects

Solution Architect, Data Solutions Architect

• 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 planning, research, compliance, and tax accounting
• Review research findings and ensure conclusions align 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
• Travel may be required

Tax Senior Associate, Private Company

• 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 planning, research, compliance, and tax accounting
• Review research findings and ensure conclusions align with firm policies and professional standards
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Remain current on tax practices and changes in tax law
• Travel as required

Senior Tax Associate, Private Company

• Advise public and private multinational enterprises on Canadian tax matters
• 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 planning, research, compliance, and tax accounting
• Review research findings and ensure conclusions align with firm policies and professional standards
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Stay up to date on current tax practices and changes in tax law
• Travel as required

Tax Associate 2

• 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 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
• Travel may be required

Tax Associate 2, Canada Tax

• 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 planning, research, compliance, and tax accounting
• Review research findings and ensure conclusions align 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
• Work with public and private multinational enterprises in the Canada Tax practice

• 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 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 Senior Associate 1, Private Company, Canada Tax

• 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
• Collaborate on cross-functional teams to mitigate risk and optimize clients’ core tax functions
• Deliver digitally-enabled business tax services with tax technology teams

Tax Senior Associate, Private Company, Canada Tax

Financial Planning and Analysis

• Lead implementations and optimization initiatives for Yardi Commercial modules
• Configure properties, leases, tenants, recoveries, budgets, and operational workflows
• Analyze business processes and design leading-practice Yardi solutions
• Support commercial lease administration, CAM reconciliations, accounting, and financial reporting
• Lead requirements gathering, solution design, configuration, testing, and deployment for Yardi Construction Manager and Job Cost
• Configure job structures, cost codes, budgets, commitments, contracts, change orders, forecasts, and draws
• Support construction and development accounting processes, controls, and reporting
• Design and optimize workflows for project managers, development teams, and accounting users
• Implement and support Yardi PayScan invoice processing and approval workflows
• Configure approval hierarchies, routing rules, vendor processes, and Accounts Payable integration
• Automate invoice processing and strengthen procurement and payment controls
• Develop operational reporting and KPIs for invoice processing and approvals
• Configure and support Yardi Fixed Assets functionality
• Support capitalization, depreciation, transfers, disposals, reporting, reconciliation, data conversion, and audit activities
• Lead discovery workshops, requirements sessions, and solution design meetings
• Prepare process documentation, configuration workbooks, test scripts, and training materials
• Lead system testing, UAT, deployment, and post-go-live stabilization
• Provide client training, knowledge transfer, and executive-level status reporting
• Manage workplans, risks, issues, deliverables, and project team coordination
• Mentor junior team members and contribute to practice development and growth initiatives
• Support report specifications, financial and operational reporting, data validation, migration, conversion, reconciliation, cutover, and third-party integrations
• Identify reporting and analytics improvements through Yardi, Power BI, or related tools

Senior Associate, Finance Automation, Yardi

Full-stack Engineer

• Lead the design, development, and delivery of secure, scalable, cloud-native software platforms
• Provide technical leadership across architecture, engineering design, code quality, testing, deployment, and operational readiness
• Design and guide distributed systems, APIs, microservices, event-driven workflows, data pipelines, and integrations
• Drive architecture decisions separating shared platform services, application logic, calculation engines, and user experience layers
• Translate ambiguous business and domain requirements into technical designs and delivery plans
• Build systems preserving provenance, lineage, auditability, version history, and traceability
• Develop configuration-driven platforms with governed, versioned, approved, and executable business rules
• Guide deterministic execution patterns including dependency graphs, workflow orchestration, idempotency, replayable processing, caching, failure isolation, and recomputation
• Support AI-enabled solutions including RAG, GraphRAG, vector retrieval, knowledge graphs, model serving, evaluation, and guardrails
• Review technical deliverables, architecture artifacts, pull requests, data models, integration designs, and operational controls
• Coach and mentor engineers
• Improve CI/CD, automation, observability, testing, documentation, and incident response
• Serve as escalation point for complex technical decisions, production issues, architectural tradeoffs, and cross-functional dependencies
• Contribute to technology strategy, platform modernization, departmental planning, and cross-functional initiatives

Lead Software Engineer

Financial Crime

• Lead engagements and work with the post-acquisition dispute resolution team on advocacy and neutral accounting arbiter engagements involving purchase price disputes
• Oversee client service delivery and draft written submissions, document requests, closing statement analyses, and positions related to purchase agreements and disputed accounting items
• Apply U.S. GAAP and contractually prescribed accounting principles
• Develop earnout calculations
• Review and draft buyer-friendly or seller-friendly accounting-related purchase agreement language
• Manage and leverage client relationships to secure additional services
• Use AI, data analytics tools, data mining, and financial record and accounting data analysis
• Review and compile organized working papers supporting engagement findings and conclusions
• Develop agendas, lead presentations and client calls, and supervise staff and project teams
• Promote and grow the practice through collaboration and internal and external networks
• Draft proposals and assist with business development activities, including CLE presentations, webinars, industry conferences, and white papers
• Cultivate positive, productive, and professional relationships with colleagues and clients

Financial Investigations & Dispute Advisory Services Director – Post Acquisition Disputes

• Own Workday integration architecture and align it with the enterprise integration strategy
• Design integrations using Core Connectors, Workday Studio, Extend, EIB, and Workday Web Services (SOAP/REST)
• Define Workday security configuration for integrations, including ISU/ISSG design, domain security policies, and least-privilege patterns
• Partner with the Boomi iPaaS Architect on canonical data models and orchestration patterns
• Design procurement-to-pay and expense management integrations
• Design Workday Financials integrations covering supplier accounts, customer accounts, journals, and banking interfaces
• Support statutory financial reporting extracts and long-term data archival integrations
• Establish patterns for high-volume and high-frequency integrations within Workday API limits
• Govern Workday tenant strategy, including tenant refresh impact, configuration migration, and test data management
• Maintain interface catalogs, sequence diagrams, error/retry playbooks, and operational runbooks
• Support hyper-care and steady-state operations by triaging integration failures, driving root cause analysis, and leading remediation

Solution Architect – Workday Integrations, Finance

Account Executive

• Develop and maintain account plans for assigned Canadian key accounts
• Establish account objectives, governance, meeting cadence and progress measures with client service leaders
• Lead internal account reviews with assurance, tax, consulting and industry specialists
• Coordinate national and cross-border resources while maintaining Canadian relationship ownership
• Build trusted relationships with executives and key stakeholders across functions, business units and Canadian locations
• Maintain client-contact cadence, including executive check-ins and structured business reviews
• Anticipate renewal, satisfaction and service concerns and coordinate interventions
• Promote client advocacy, referrals and thought-leadership participation
• Identify, qualify and advance opportunities within existing accounts across RSM Canada services
• Create client-specific value propositions and coordinate discovery, solution design, proposals and executive presentations
• Maintain an opportunity pipeline and communicate forecasts, dependencies, risks and next actions
• Bring Canadian economic, operational, tax, regulatory, technology and workforce insights into client conversations
• Engage Canadian industry leaders to validate account hypotheses and shape sector-relevant solutions
• Create account-team roles, communication protocols and follow-up accountability
• Facilitate preparation for significant client interactions and ensure client context and objectives are understood
• Monitor commitments, client feedback and service outcomes, escalating material concerns
• Maintain accurate CRM records for contacts, relationship activity, account plans, opportunities and forecasts
• Prepare monthly and quarterly portfolio updates covering retention, relationship health, pipeline movement, wins, risks and leadership support
• Assess progress using retention, revenue growth, relationship depth, cross-service participation, forecast quality and client feedback measures
• Perform other duties as assigned

Key Account Executive

• Own the current and target-state architecture for RSM's analytical and data platform ecosystem
• Evolve the core data platform stack for internal and client-facing business units
• Represent platform architecture in ARB and steering committee reviews
• Own enterprise data platform architecture, including lakehouse/medallion layering
• Evaluate and recommend storage, compute, and orchestration technologies
• Produce architecture decision records for steering committee review
• Design ingestion, ELT/ETL, and orchestration patterns across batch, micro-batch, and streaming workloads
• Establish data governance and catalog architecture with data stewardship
• Define reference architecture and platform standards for access controls, data residency, SOC 2 / SOX compliance, and IRS 7216 requirements
• Partner with the Solution Architect - Data Solutions Architect on canonical data models, conformed dimensions, and integration contracts
• Guide build-vs-buy decisions and platform proof-of-concepts
• Compare target architecture options and document trade-offs
• Lead capacity and cost architecture for compute and storage, including FinOps considerations
• Maintain reference architecture, data flow diagrams, and architecture decision records
• Sponsor ARB submissions and ensure adherence to enterprise architecture governance

Solution Architect – Data Platforms

• Serve as an advisor, mentor, or coach to one or more employees and provide performance feedback
• Train and develop staff members
• Provide detailed review and analysis of complex tax returns
• Manage multiple complex issues and communicate non-technically between clients and service teams
• Serve as Tax client service coordinator for appropriate clients
• Advise clients on corporate tax planning, research, compliance, and mergers and acquisitions activities
• Review research findings for consistency with firm policies and professional standards
• Assist with new business development, extended service, and tax issue recognition for existing clients
• Manage corporate client needs related to tax services and federal and state tax compliance
• Stay current on tax practices and changes in tax law
• Perform other duties as assigned

Solution Architect, Data Solutions Architect

Tax Senior Associate, Private Company

Senior Tax Associate, Private Company

Tax Associate 2

Tax Associate 2, Canada Tax

Tax Associate 2, Canada Tax

Tax Senior Associate 1, Private Company, Canada Tax

Tax Senior Associate, Private Company, Canada Tax

Senior Associate, Finance Automation, Yardi

Lead Software Engineer

Financial Investigations & Dispute Advisory Services Director – Post Acquisition Disputes

Solution Architect – Workday Integrations, Finance

Key Account Executive

Solution Architect – Data Platforms

Tax Manager – Real Estate