Position SummaryRSM is seeking an experienced State and Local Tax Senior Associate to join our growing Asset Management and Financial Services practice, serving private equity, private credit, hedge funds, investment partnerships, asset managers, management companies, and related entities.
The ideal candidate will have state and local tax experience serving clients in the asset management and financial services industry. We are looking for someone who enjoys working with clients, solving complex tax issues, collaborating with teams, and continuing to develop their technical and professional skills.
As an integral member of the practice, you will have the opportunity to work with sophisticated clients, deepen your SALT and industry expertise, and grow your career alongside the practice.
Responsibilities- Provide state and local income and franchise tax compliance and consulting services to asset management and financial services clients.
- Prepare and review multistate tax returns, workpapers, calculations, and partner or investor reporting.
- Research and analyze state tax matters, including nexus, apportionment and sourcing, partnership taxation, withholding, composite filings, pass-through entity taxes, and multistate compliance.
- Communicate with clients and engagement teams to address questions, gather information, and coordinate deliverables.
- Prepare technical analyses and client deliverables and communicate findings clearly and practically.
- Build strong client relationships through responsive, high-quality service.
- Stay current on relevant SALT developments and continue to develop technical and industry expertise.
- Manage assigned projects, priorities, and deadlines while working collaboratively with engagement teams.
- Provide guidance to associates and contribute to a collaborative and supportive team environment.
Basic Qualifications:- Bachelor’s degree from an accredited college/university.
- Two or more years of relevant state and local income and franchise tax experience within a public accounting/consulting firm or corporate tax firm environment supporting asset management, financial services clients or other partnership and pass-through clients.
- Experience providing guidance or coaching to junior team members.
- Strong analytical, research, organizational, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to manage multiple assignments and priorities effectively.
Preferred Qualifications
- An active accreditation obtained, in process or willing and able to obtain one of the following: CPA license in the state of residency, EA, licensed attorney with state Bar
- Familiarity with state and local tax matters
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means 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.
At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $74,900 - $141,900
Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.
