Tax Senior Manager - Financial Services/Asset Management
Tax Senior Manager - Financial Services/Asset Management
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Job Description
We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled inclusive culture and talent experience and our ability to be compelling to our clients. Youll find an environment that inspires and empowers you to thrive both personally and professionally. Theres no one like you and thats why theres nowhere like RSM.
Position Summary:
RSMs 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 youll 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
- Serve as a Performance Advisor by training developing mentoring and/or coaching one or more employees which will include providing honest and timely performance feedback
- 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
- Enhance the profitability of the Asset Management practice by streamlining processes and leveraging technology to identify more efficient methods
- Serving as Tax client service coordinator while developing and executing the firms client service plan
- Advise clients on a full spectrum of RSMs 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:
- Bachelors Degree in Accounting or related field
- 10 years of experience in U.S. Federal Tax - Corporate Partnership Investment Management - Hedge Funds Private Equity and Real Estate Funds
- Knowledge of Forms-Fand 8858 as well as Schedules K-1 K-3 and/or PFIC statements.
- Enrolled Agent or CPA
- Extensive tax compliance & consulting experience serving Asset Management clients
- Prior Big 4 experience a plus or equivalent experience
- Knowledge of fund accounting and general ledger accounting
- Strong communication interpersonal and organizational skills
- Strong analytical and communication skills to be able to articulate conclusions planning opportunities and risks identified through the research projects
- Experience with managing projects including scheduling budgeting client correspondence and billing excellent technology (i.e. Microsoft Excel and compliance software) research and writing skills
Preferred Qualifications:
- Masters of Accounting Masters of Taxation or MBA
At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); 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 Indian Armed Forces; Indian Armed Forces Veterans and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/ 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 send us an email at .
Required Experience:
Senior Manager
Employment Type
Full-Time
