Tax Manager - Financial Services/Asset Management

About the role

RSM is the leading provider of professional services to the middle market globally, with a purpose to instill confidence in a world of change, empowering clients and people to realize their full potential. The Financial Services practice serves clients in asset management, capital markets, financial institutions, specialty finance, and insurance. This team focuses on tax compliance and tax consulting for private equity funds, hedge funds, and fund of funds, utilizing top-in-field technology and national resources.

As a Tax Manager, responsibilities center on three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.

Responsibilities

• Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
• May have people leadership responsibilities
• Work on multiple complex issues and communicate in a non-technical manner to facilitate communication between the client and the service team, while managing risk for both the client and the firm
• Serve as the tax client service coordinator for appropriate clients
• Advise clients on a full spectrum of RSM’s 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 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

Requirements

• Bachelor’s Degree in Accounting or related field
• 5+ 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: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
• Prior tax compliance & consulting experience serving Asset Management clients
• Working knowledge of tax code and technical aspects of tax preparation and compliance
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
• Proven track record managing client engagements from start-to-end

Qualifications

• Masters of Accounting, Masters of Taxation or MBA (preferred)

Benefits

RSM offers a competitive benefits and compensation package. Details on total rewards are available at rsmus.com/careers/working-at-rsm/benefits. Most roles follow a hybrid workstyle: team members are aligned to an RSM office and come together in person when it best 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.

Pay

Compensation Range: $95,400 – $180,400. Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.