Tax Senior Manager - Financial Services/Asset Management

Full-time

No

Job Title: Tax Senior Manager - Financial Services/Asset Management
Experience: 8+ years
Salary Range: $120,200 - $261,100
Employment Type: Full-time

Overview:

• RSM is a leading professional services firm providing services to the middle market globally.
• Our purpose is to instill confidence in a world of change and empower our clients and people to reach their full potential.
• We have an inclusive and talent-driven culture that encourages personal and professional growth.
• Our Financial Services practice serves clients in the asset management, capital markets, financial institutions, specialty finance, and insurance industries.
• As a Tax Senior Manager, you will have the opportunity to work with top clients in the asset management industry and utilize cutting-edge technology and national resources.
• This role will focus on tax compliance and consulting for complex and well-known funds in the industry.

Job Responsibilities:

• Lead and manage complex engagements with a focus on providing high-quality tax advice to asset management clients.
• Act as a career advisor for employees, providing training, development, and mentoring to help them reach their full potential.
• Communicate technical tax concepts in a non-technical manner to facilitate communication between clients and the service team.
• Drive growth and profitability for the asset management practice by generating new revenue, cross-selling, and identifying new clients.
• Serve as the Tax client service coordinator and execute the firm’s client service plan.
• Advise clients on a variety of tax services, including planning, research, compliance, and mergers and acquisitions.
• Review research findings to ensure they align with firm policies and professional standards.
• Build relationships across lines of business to provide integrated service to clients.
• Manage client needs with cross-functional engagement teams across the tax practice.
• Stay up-to-date on current tax practices and changes in tax law.

Basic Qualifications:

• Bachelor's Degree in Accounting or related field.
• 8+ years of experience in business taxation working for a Big 4 or a large national, regional, or local accounting firm, or equivalent experience in industry or with a law firm.
• Active CPA, JD/LLM, or EA.
• Extensive experience with tax compliance and consulting for 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 of managing multiple projects and client engagement teams.

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation, or MBA.
• Proven track record of generating new business and identifying service opportunities.

Benefits:

• Competitive benefits and compensation package.
• Personalized, holistic programming for physical, emotional, financial, and community wellbeing.
• Generous time off policy, including at least 14 paid holidays, wellbeing days, and self-managed time off.
• Flexibility in schedule to balance personal and professional demands.
• Equal employment opportunity employer.
• Tools and support for personal and professional growth.
• Accommodations for applicants with disabilities available upon request.
• Sponsorship not available for entry-level candidates, but may be available for experienced candidates.

Apply Today!

Join our team at RSM and be a part of a dynamic and inclusive culture that values the unique talents and perspectives of each individual. As a Tax Senior Manager in the Financial Services practice, you will have the opportunity to work with top clients in the asset management industry and make a significant impact on their business. With a competitive benefits and compensation package, a focus on personal and professional growth, and a commitment to diversity and inclusion, RSM is the perfect place to build your career. Apply today and become a part of our exceptional team!

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