Tax Senior Manager - Financial Services/Asset Management

RSM•Philadelphia, PA

4d•Hybrid

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/or funds of funds, providing tax compliance and consulting for complex funds using in-field technology and national resources. The Tax Senior Manager leads complex engagements and client relationships, provides high-quality tax advice, and supports the growth and profitability of the Asset Management practice. The role combines technical tax expertise, people and talent management, client service, and business development. It may include people leadership responsibilities and requires coordinating with cross-functional teams across the tax practice. 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 depending on role requirements, team priorities, and client needs. The compensation range is $126,100–$253,000, with eligibility for a discretionary bonus based on firm and individual performance.

Requirements

Bachelor’s degree in Accounting or a related field from an accredited university.
At least 8 years of business taxation experience at a Big 4 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 meeting RSM requirements.
Extensive tax compliance and consulting experience serving Asset Management clients.
Strong working knowledge of the tax code and technical aspects of tax preparation and compliance.
Ability to manage and grow a book of business.
Proven ability to manage multiple projects and client engagement teams from start to finish simultaneously.

Nice To Haves

Advanced degree, such as a master’s in accounting, taxation, or an MBA.
Proven track record generating new business and extending service opportunities.

Responsibilities

Lead and manage business relationships for complex engagements, focusing on high-value tax advice and expanding services to Asset Management clients.
May have people leadership responsibilities.
Manage multiple complex issues and communicate non-technical matters clearly between clients and service teams while managing risk for the client and firm.
Drive growth and profitability in the Asset Management practice by generating revenue from existing clients, cross-selling, and identifying new tax clients.
Serve as Tax client service coordinator and develop and execute the firm’s client service plan.
Advise clients across RSM tax services, including planning, research, compliance, and general mergers and acquisitions activities.
Review research findings and ensure conclusions align with firm policies and professional standards.
Build relationships across lines of business to support excellent, integrated client service.
Manage client needs with cross-functional engagement teams across areas such as state and local tax, international tax, tax technology, and tax mergers and acquisitions.
Stay current on tax practices and changes in tax law.