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 is on a team serving asset management clients, with a focus on private equity funds, hedge funds, and fund of funds. The team provides tax compliance and consulting for complex funds using specialized technology and national resources. The Tax Manager’s work is centered on technical and quality expertise, people and talent management, and client service and business development. The manager reviews complex partnership tax returns, advises clients across RSM’s tax services, coordinates client service, supports business development, and stays current on tax practices and changes in tax law.
Requirements
- Bachelor’s degree in Accounting or a related field.
- At least 5 years of experience in business taxation at a Big 4 or large national, regional, or local accounting firm, or equivalent experience in industry or with a law firm.
- An active CPA license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification meeting 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 and collect information needed for tax services.
- Proven track record of managing client engagements from start to finish.
Nice To Haves
- Master’s in Accounting, Master’s 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 them in non-technical terms between clients and the service team while managing risk for the client 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
