Tax Senior Manager - Financial Services/Asset Management
About The Position
RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry. As a Tax Senior Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
Requirements
- Bachelor's degree in Accounting or related field from an accredited university
- 8+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
- One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license
- Extensive tax compliance & consulting experience serving Asset Management clients
- Strong working knowledge of tax code and technical aspects of tax preparation and compliance
- Ability to manage and grow a book of business
- Proven track record simultaneously managing multiple projects and client engagement teams from start-to-end
Nice To Haves
- Advanced degree (master’s in accounting, Taxation, or MBA)
- Proven track record generating new business and extend service opportunities
Responsibilities
- Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset Management clients
- May have people leadership responsibilities
- Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
- Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice
- Serving as Tax client service coordinator while developing and executing the firm’s client service plan
- Advise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
- Build relationships across lines of business to ensure excellent client service through an integrated service approach
- Manage client needs in conjunction with cross-functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)
- Remain up-to-date on current tax practices and changes in tax law
Benefits
- Competitive benefits and compensation package
- Flexibility in your schedule
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What This Job Offers
Job Type
Full-time
Career Level
Senior
