RSM US LLP

Manager

• Lead client engagements throughout the transaction lifecycle
• Provide strategic guidance on integration, separation, and operational planning for buy- and sell-side deals
• Manage integration and separation engagements across pre-close planning and post-close execution
• Structure engagement workplans, timelines, and staffing models aligned to transaction objectives
• Oversee integration and separation deliverables, including readiness assessments and execution plans
• Serve as primary point of contact for client workstreams and support issue resolution
• Collaborate with cross-functional advisory teams to deliver integrated Deal Services Advisory solutions
• Coach and develop supervisors and senior associates

Manager – Integration & Separation

• Participate in a key industry team, including Manufacturing, Wholesale and Distribution, Financial Services, Construction/Real Estate, or Consumer/Industrial Products
• Lead and manage complex engagements and business relationships
• Provide high-value income and franchise tax advice
• Expand services to Investment Fund clients
• Serve as a career advisor, mentor, or coach and provide 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
• Generate new revenue, cross-sell services, and acquire new tax practice clients
• Interact directly with clients on questions, planning, and consulting
• Serve as Tax client service coordinator and execute the firm’s client service plan
• Review research findings for consistency with firm policies and professional standards
• Build relationships across lines of business for an integrated service approach
• Manage corporate client tax service and state tax compliance needs
• Maintain current knowledge of tax practices and changes in tax law
• Comply with continuing education requirements

State and Local Tax – Manager, Income and Franchise

• Deliver profitable state and local tax services to clients
• Provide timely, high-quality client service with tax advice and consultation
• Focus primarily on state income and franchise taxes, with exposure to sales and use taxes, gross receipts taxes, employment taxes, credits and incentives, and due diligence reviews
• Research and resolve technical state and local tax issues
• Prepare technical memoranda, matrices, and other client deliverables
• Manage tax assignments and related projects
• Plan and coordinate the flow of information with clients
• Review work papers and state tax returns
• Participate in billing and collection processes
• Recognize opportunities to provide additional services and market technical expertise to clients

Tax Senior Associate 1 – State & Local Tax, Asset Management

Risk

• Lead teams of risk consulting professionals in addressing client needs
• Provide subject-matter expertise in risk consulting strategies and internal controls
• Lead client engagement activities through the project lifecycle from initiation to close-out
• Conduct risk assessments and client walkthroughs
• Prepare and review work products and client deliverables
• Support process redesign
• Manage projects through communication, expectation setting, deadline management, and resource and economic requirements
• Support multiple client projects simultaneously
• Contribute to talent, practice, and business development initiatives
• Communicate leading risk management practices as a trusted advisor to insurance clients
• Communicate with internal management and senior management at RSM and client organizations
• Provide on-the-job training and develop team members
• Develop meaningful relationships with client personnel to maximize client value

Senior Associate, Risk Consulting – Insurance

Financial Planning and Analysis

• Lead and manage lender due diligence and risk consulting engagements
• Assess credit, operational, servicing, compliance, and risk management controls
• Review third-party diligence, audit, agreed-upon procedures, collateral examination, and supporting reports
• Identify and assess credit, collateral, operational, compliance, and reporting risks
• Develop practical recommendations to address identified issues
• Support diligence for asset-backed lending, warehouse facilities, portfolio acquisitions, securitizations, and structured or specialty finance transactions
• Lead client discussions and interviews with transaction stakeholders
• Prepare and present diligence findings, risk assessments, and recommendations to senior client stakeholders
• Own management-level relationships and serve as a trusted advisor
• Manage engagements, teams, timelines, deliverables, engagement economics, and client expectations
• Manage, motivate, and mentor teams
• Provide technical guidance, coaching, feedback, and training
• Build relationships and identify opportunities to expand client relationships
• Develop scopes, delivery plans, budgets, proposals, presentations, and thought leadership

Manager, Financial Services Risk Consulting – Lender Due Diligence

Accounting Manager

• Provide financial consulting services to gaming and hospitality clients
• Deliver technical accounting and accounting support to business operations
• Conduct business process improvement and internal controls assessments
• Perform advisory projects including organizational structure analysis, profit enhancement, cash management, and profitability analysis
• Document process improvements, policies, and procedures
• Provide timely, high-quality client service
• Coordinate development and execution of consulting work plans and client deliverables
• Develop understanding of clients’ businesses, industries, performance drivers, trends, and developments
• Participate on engagement teams as in-charge and go-live lead
• Facilitate fieldwork by monitoring and reporting productivity and adherence to work-plan schedules
• Solve client and adoption challenges
• Support completion of client deliverables
• Identify performance improvement opportunities
• Provide integrated service delivery across RSM service lines
• Inform management of opportunities to expand services to clients

Accounting Advisory Manager – Gaming & Hospitality

• Develop and lead global enterprise system processes for interview scheduling and talent program support
• Document, train, and continuously improve processes based on executive leadership feedback
• Provide training, development, and oversight for the centralized operational talent acquisition team
• Develop and administer event-interview and availability-based interview scheduling processes
• Provide daily interview and event scheduling support and oversight
• Support talent programming through administration, quality auditing, analytics, and special projects
• Conduct quality reviews and audits for Yello processes, including candidate screens and feedback forms
• Provide talent acquisition reporting support and ensure data integrity and quality
• Execute process development for internal talent programs and special programming
• Collaborate with talent stakeholders and talent technology teams to implement and train processes and programs
• Develop solutions addressing changing operational needs while maintaining HR compliance best practices
• Research, resolve, and respond to complex escalated problems
• Train new hires and global internal stakeholders and provide team feedback and support
• Oversee team decisions and actions
• Partner with Talent Technology to research, test, and resolve issues on talent technology and software platforms
• Develop knowledge of departments, business units, and business strategy
• Perform other duties as assigned

Interview Scheduling and Program Support Manager

• Oversee the firm’s global daily cash-management activities and ensure sufficient liquidity
• Manage daily cash positioning, cash-flow forecasting, banking activities, payments, short-term investments and borrowing, bank relationships, treasury accounting, and general ledger activities
• Collaborate with Accounting, Accounts Payable, Accounts Receivable, FP&A, Tax, Payroll, and business leaders
• Monitor cash balances, inflows, outflows, funding requirements, credit facilities, and cash-pooling flows
• Coordinate intercompany and interbank transfers, short-term borrowings, payments, collections, funding, and account management
• Review and approve wire transfers, ACH payments, and other non-routine transactions
• Manage bank accounts, authorized signers, account documentation, and online banking access
• Prepare and maintain short- and medium-term cash-flow forecasts in the CFF platform
• Analyze actual cash flows against forecasts and explain material variances
• Identify liquidity surpluses or shortfalls and recommend actions
• Oversee recording of cash transactions in the general ledger
• Prepare, review, and approve journal entries related to cash, bank fees, interest, investments, debt, and intercompany transfers
• Perform bank-to-general-ledger reconciliations and resolve reconciling items
• Research discrepancies and coordinate corrections with Accounting and operational teams
• Support month-end, quarter-end, and year-end close activities and audit requests
• Support implementation and optimization of treasury systems, ERP platforms, bank connectivity, and payment technologies
• Develop procedures and training materials for cash-management and accounting processes

Treasury Manager

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities
• Advise single-family, multi-family, and virtual-family office clients and multi-generational families on structuring, modeling, succession planning, wealth transfer planning, and tax compliance
• Lead teams delivering integrated tax services across capabilities, industries, geographies, and specialists
• Manage and oversee engagement teams focused on entity, individual, fiduciary, and gift/estate taxation
• Plan and execute client tax engagements
• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations
• Identify technical tax matters and client opportunities and guide teams through complex issues
• Maintain client relationships, anticipate needs, and connect clients with firm expertise
• Support growth through pipeline development, client transfers, collaboration, referral networks, and market-facing activity
• Manage profitability, billing, collections, engagement economics, and operational discipline
• Apply quality, risk, independence, ethics, and professional judgment
• Use digital tools, standardized processes, and global workforce capabilities to improve efficiency and client experience
• Coach and develop high-performing teams and future leaders
• Lead with an enterprise mindset focused on long-term firm value, cultural stewardship, and client outcomes

Tax Partner – Family Office

Financial Crime

• Support a large global banking client on regulatory remediation and issue validation initiatives
• Evaluate technology controls supporting Anti-Money Laundering (AML) and Financial Crimes programs
• Validate remediation activities and assess compliance with regulatory expectations
• Assess the design and operating effectiveness of IT controls supporting transaction monitoring, sanctions screening, and KYC/CDD platforms
• Perform issue validation and remediation testing
• Execute risk-based audit procedures, including controls testing and targeted substantive testing
• Evaluate IT general controls, change management processes, security controls, operational processes, and data controls
• Conduct model validation and controls testing, including governance, methodologies, assumptions, and documentation
• Review technical documentation, system configurations, data flows, reports, and application controls
• Identify control gaps, assess root causes, and provide recommendations
• Prepare audit documentation for internal audit, regulatory, and stakeholder review

Temporary AML IT Audit Consultant

• Assess the design and operating effectiveness of IT controls supporting AML and Financial Crimes processes, including transaction monitoring, sanctions screening, and KYC/CDD platforms
• Perform issue validation and remediation testing to evaluate whether corrective actions adequately address identified risks and regulatory findings
• Execute risk-based audit procedures, including controls testing and targeted substantive testing
• Evaluate IT general controls, change management processes, security controls, operational processes, and data controls supporting AML technology environments
• Conduct model validation and controls testing activities, including assessment of governance, methodologies, assumptions, and supporting documentation
• Review technical documentation, system configurations, data flows, reports, and application controls to assess risk and support audit conclusions
• Identify control gaps, assess root causes, and provide practical recommendations to strengthen control environments
• Prepare clear, concise, and high-quality audit documentation suitable for internal audit, regulatory, and stakeholder review
• Support a large global banking client on regulatory remediation and issue validation initiatives

• Assess the design and operating effectiveness of IT controls supporting AML and Financial Crimes processes, including transaction monitoring, sanctions screening, and KYC/CDD platforms
• Perform issue validation and remediation testing to evaluate whether corrective actions adequately address identified risks and regulatory findings
• Execute risk-based audit procedures, including controls testing and targeted substantive testing
• Evaluate IT general controls, change management processes, security controls, operational processes, and data controls supporting AML technology environments
• Conduct model validation and controls testing activities, including assessment of governance, methodologies, assumptions, and supporting documentation
• Review technical documentation, system configurations, data flows, reports, and application controls to assess risk and support audit conclusions
• Identify control gaps, assess root causes, and provide practical recommendations to strengthen control environments
• Prepare clear, concise, and high-quality audit documentation suitable for internal audit, regulatory, and stakeholder review

Analyst

• Provide Workday functional expertise for day-to-day support and development
• Configure business processes and integrations, manage data transmission through EIB, conduct testing, and troubleshoot issues
• Monitor and maintain production Workday and related systems’ inbound and outbound integrations
• Provide expertise in Workday Core HCM, Time Tracking, Payroll, Benefits, Compensation, and Talent Acquisition
• Advise on Workday best practices and partner with Centers of Excellence to prioritize requirements and improve processes
• Create and maintain comprehensive business requirements for changes, enhancements, and projects
• Articulate end-to-end functional processes and provide thought leadership on functionality and design
• Monitor Workday future releases and assess their impact on current and future functionality
• Balance day-to-day systems support with strategic enhancements and projects
• Test and analyze new Workday features, including regression, unit, User Acceptance, and pre-launch testing/sign-off
• Collaborate with COEs, third-party vendors, and the Talent Technology Integration Team on integration creation, updates, testing, and production support
• Perform other duties as assigned

Senior Workday Integration Analyst

Associate

• Prepare quarterly and annual financial statements, financial statement footnotes, quarterly accounting workpaper packages, and investor reporting packages
• Prepare/facilitate day-to-day operating activities for private equity and real estate fund administration clients, including cash management, wire setup, management fees, carried interest/waterfall calculations, subsequent closes, credit facility maintenance, deal funding, and expense payments
• Become an expert user of the firm’s fund administration technology platform
• Assist with onboarding new clients and setting up investors, investments, reports, and the LP reporting portal
• Prepare/facilitate capital calls and distribution calculations and execute these processes in the technology platform
• Maintain and update investor data
• Respond to ad hoc inquiries from clients and limited partners
• Coordinate with clients’ external auditors and tax providers to support year-end audits and tax return information needs
• Help train new/junior-level staff members once established

Senior Associate, Fund Services Plus - Private Equity

• Manage multiple concurrent engagements within the Accounting and Finance Consulting practice
• Provide technical accounting and financial or business advisory guidance to clients
• Coordinate consulting work plans and client deliverables
• Collaborate with firm specialists and subject-matter experts on complex accounting matters
• Prepare technical memos and other client deliverables
• Supervise Audit Seniors and Supervisors on engagement teams
• Oversee engagement economics and manage resources for efficient engagement models
• Anticipate and address client concerns and escalate issues
• Identify performance improvement opportunities
• Deliver integrated services across RSM service lines
• Mentor, train, and advise team members on career development
• Discuss opportunities for valuable introductions to other RSM services
• Develop external relationships to support business growth
• Read industry publications and share relevant information with clients
• Maintain professional development through ongoing education

Manager – Integration & Separation

State and Local Tax – Manager, Income and Franchise

Tax Senior Associate 1 – State & Local Tax, Asset Management

Senior Associate, Risk Consulting – Insurance

Manager, Financial Services Risk Consulting – Lender Due Diligence

Accounting Advisory Manager – Gaming & Hospitality

Interview Scheduling and Program Support Manager

Treasury Manager

Tax Partner – Family Office

Temporary AML IT Audit Consultant

Temporary AML IT Audit Consultant

Temporary AML IT Audit Consultant

Senior Workday Integration Analyst

Senior Associate, Fund Services Plus - Private Equity

Financial Accounting Advisory Manager