Tax Senior Manager - Financial Services/Asset Management

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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.  

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 

Basic Qualifications:

• 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; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements

• 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 

Preferred Qualifications:

• Advanced degree (master’s in accounting, Taxation, or MBA) 

• Proven track record generating new business and extend service opportunities 

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.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

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: $126,100 - $253,000