RSM US

Tax Manager - Financial Services/Asset Management

RSM US$95K — $180K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Accounting or related field
  • 5+ years in business taxation, ideally from Big 4 or major accounting firms
  • Active CPA, licensed attorney, or EA required
  • Experience with tax compliance and consulting for Asset Management clients
  • Strong understanding of tax code and preparation compliance

Responsibilities

  • Review and analyze complex Private Equity, Hedge Fund, and FoF tax returns
  • Lead and mentor team members as necessary
  • Communicate complex tax issues in accessible terms for clients
  • Coordinate tax services for designated clients
  • Advise on RSM's full range of tax services, including planning and compliance
  • Ensure research conclusions align with firm standards
  • Facilitate business development and recognize tax issues during client engagements
  • Stay informed about current tax practices and legislative changes

Benefits

  • Flexible scheduling to promote work-life balance
  • Eligibility for a discretionary bonus based on performance
  • Comprehensive competitive benefits package
  • Access to extensive professional development opportunities
Full Job Description
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 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 • Reviewing 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 • Active CPA, licensed attorney, or EA • 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.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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