Tax Manager - Financial Services/Asset Management
About The Position
RSM’s Financial Services practice serves clients in asset management, capital markets, financial institutions, specialty finance, and insurance. This role focuses on asset management clients, including private equity funds, hedge funds, and fund of funds, and uses the firm’s technology and national resources. The team provides tax compliance and consulting services to complex funds. The Tax Manager’s work centers on technical and quality expertise, people and talent management, and client service and business development. The role includes reviewing complex partnership tax returns, advising clients across RSM tax services, coordinating client service, managing engagements and risks, and supporting business development. The position may include people leadership responsibilities. RSM describes most roles as following a hybrid workstyle, with team members aligned to an RSM office and meeting in person when it supports clients, teams, development, or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities, and client needs. The compensation range is $95,400–$180,400. The selected candidate may also be eligible for a discretionary bonus based on firm and individual performance.
Requirements
- Bachelor’s degree in accounting or a related field.
- At least 5 years of experience in business taxation at a Big Four or large national, regional, or local accounting firm, or equivalent experience in industry or with a law firm.
- One of the following: active CPA license in the state of residence; active Enrolled Agent license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements.
- Prior tax compliance and consulting experience serving asset management clients.
- Working knowledge of the tax code and technical aspects of tax preparation and compliance.
- Ability to work closely with clients to answer questions or collect information required for tax services.
- Proven ability to manage client engagements from start to finish.
Nice To Haves
- Master’s degree in accounting, Master’s degree in taxation, or MBA.
Responsibilities
- Provide detailed review and analysis of complex private equity, hedge fund, and/or fund-of-funds partnership tax returns.
- May have people leadership responsibilities.
- Work on multiple complex issues and communicate in a non-technical manner between clients and the service team while managing risk for clients and the firm.
- Serve as the tax client service coordinator for appropriate clients.
- Advise clients on RSM 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 services, and tax issue recognition for existing clients.
- Manage client needs with cross-functional engagement teams across the tax practice, including state and local tax, international tax, tax technology, and tax mergers and acquisitions.
- Remain up-to-date on current tax practices and changes in tax law.
Benefits
- Competitive benefits and compensation package.
- Eligibility for a discretionary bonus based on firm and individual performance.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
