Tax Manager - Financial Services/Asset Management

RSM•Fort Lauderdale, NY

10d•Hybrid

About The Position

RSM’s Financial Services practice serves clients in asset management, capital markets, financial institutions, specialty finance, and insurance. This role serves asset management clients, with a focus on private equity funds, hedge funds, and fund of funds, using 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 may include people leadership responsibilities and coordinating tax services for clients.

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 license, active Attorney license, or 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 or collect information needed for tax services.
Proven track record managing client engagements from start to finish.

Nice To Haves

Master of Accounting, Master of Taxation, or MBA.

Responsibilities

Provide detailed review and analysis of complex private equity, hedge fund, and/or fund-of-funds partnership tax returns.
Work on multiple complex issues and communicate technical matters in a non-technical manner between clients and service teams while managing risk for clients and the firm.
Serve as 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.
May have people leadership responsibilities.