Tax 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 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  

• Serve as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedback  

• 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, JD/LLM 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