Jason Henkel

About Jason Henkel

Jason combines tax, accounting, and technology experience to provide tools and processes that increase efficiencies within RSM\'s tax practice, execute on firm strategy, and enable RSM tax client servers to deliver the power of being understood to our clients. In his current role, Jason is a primary liaison between RSM tax professionals, the Center for Advanced Tax Technology (CATT) team and tax leadership as RSM implements and optimizes its tax software platform and standard processes used for delivering our compliance and consulting services. He leads the Process team within CATT, with a team of tax technology professionals managing products and processes used by the practice to prepare and file more than federal income tax returns each year. Prior to joining the tax technology team, Jason served clients in the RSM federal tax practice, with experience providing tax compliance and advisory services to C corporations, S corporations, and individuals.

Experience

1. Senior Director - Tax Operations

   RSM US LLP

   Jun 2025 — Present

   Leads the Tax Process Strategy & Solutions team within the Tax Operations function, accountable for defining, scaling, and operating the end-to-end processes, products, and functional solutions that support RSM’s U.S, U.S-India, and Canada Tax practices. Team responsibilities include: • Partner with Tax practice SMEs and leads to understand end-user needs and align to product strategy and functional requirements • Develop and document product-specific processes and their connection to end-to-end engagement processes • Serve as primary functional owners for core tax products across their full lifecycle, including ongoing operations and support • Own functional requirements for custom-developed and third-party vendor applications • Develop workpapers, data flow mappings, and integration requirements • Create and maintain end-user guidance and documentation • Lead implementation and training efforts in partnership with Change Management • Oversee operational ownership for tax products and solutions, including tax application support Provides leadership, strategic direction, and day-to-day operations for a hybrid team spanning process strategy, product management, technology, and tax technical expertise. • Designing and evolving team structure and operating model to meet business goals • Hiring, onboarding, and developing team members, fostering engagement, accountability, and growthPartners with Tax and Firm leadership to ensure processes and solutions are practice-led, standardized, and continuously improved through technology. • Building and maintaining strong relationships with executives, practice leaders, and key stakeholders on strategic initiatives • Leading partnership with practice teams and leaders via RSM’s Digital Champion network • Driving alignment between Tax strategy, practice priorities, and digital roadmaps • Leading process standardization and transformation efforts that improve outcomes for tax professionals and clients

Education

• UNC Kenan-Flagler Business School

  MAC, Accounting

  2006 — 2007

• UNC Kenan-Flagler Business School

  BSBA, Business Administration

  2002 — 2006

Skills

• Tax
• Cpa
• Tax Accounting
• Business Communications
• Visio
• Training
• Sharepoint
• Financial Accounting
• Cch Axcess
• Ms Excel Pivot Tables
• Visual Basic
• User Guide Creation
• Corptax
• Microsoft Office
• Sharepoint Designer
• Tax Software
• Business Analysis
• Training Delivery
• Ms Project