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 fund of funds while 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 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.
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, all while managing the 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
Basic Qualifications:
- 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 is required: 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
Preferred Qualifications:
- Masters of Accounting, Masters of Taxation or MBA
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
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: $95,400 - $180,400
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
