Tax Manager 1, Financial Services/ Asset Management

Jun 17, 2024
Jul 01, 2024
Work Mode
Work from office
Full Time
Organization Type
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. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.


  • 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

Required Qualifications:

  • Master's Degree in Commerce, Accounting or related field
  • 7+ 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, CA, 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

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM. Experience the power of being understood.
Skills: Asset Management, Compliance, Consulting, Mergers And Acquisitions, Taxation, tax preparation

Experience: 7.00-9.00 Years