Tax Senior Manager - Financial Services/Asset Management

Min 8 yrs required

Full-time

No

RSM US LLP is a limited liability partnership and the . member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.

Job ID: 33736BR


Summary:

- Job title: Tax Senior Manager - Financial Services/Asset Management
- Experience: 8+ years of business taxation experience in a Big 4 or large accounting firm or equivalent industry/law firm experience
- Education: Bachelor's degree in Accounting or related field, active CPA, JD/LLM or EA preferred
- Time type: Full time
- Location: Not specified
- Company: RSM US LLP
- Job ID: 33736BR

Responsibilities:

- Lead and manage complex engagements with a focus on providing high-quality tax advice to Asset Management clients
- Train, develop, mentor, and coach employees as Career Advisor
- Communicate complex tax issues in a non-technical manner to facilitate communication with clients and manage risk
- Drive growth and profitability by expanding services to existing clients, cross-selling, and identifying new clients
- Serve as Tax client service coordinator and execute the firm's client service plan
- Advise clients on RSM's tax services, including planning, research, compliance, and mergers and acquisitions
- Review research findings and ensure compliance 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
- 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 in a Big 4 or large accounting firm or equivalent industry/law firm experience
- Active CPA, JD/LLM or EA
- 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 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 extending service opportunities

Benefits:

- Competitive benefits and compensation package
- Personalized, holistic programming for physical, emotional, financial, and community wellbeing
- Generous time off policy with at least 14 paid holidays, wellbeing days, and self-managed time off for associates and above
- Flexibility in schedule to balance personal and professional demands

Equal Employment Opportunity:

- RSM is an Affirmative Action and Equal Employment Opportunity employer
- Applicants will receive consideration for employment without discrimination or harassment based on race, color, creed, religion, sex, gender identity, sexual orientation, HIV status, national origin, ancestry, marital status, age, physical or mental disability, citizenship, political affiliation, medical condition, domestic violence victim status, or any other characteristic protected under applicable federal, state, or local law
- Accommodations for applicants with disabilities are available upon request
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities

Note: RSM does not intend to hire entry level candidates who will require sponsorship now or in the future. Candidates with 1-2 years of progressive and relevant work experience in the . or their home country may be eligible for hire as experienced candidates and sponsorship.

Compensation:

- Range: $120,200 - $261,100
- Salary information is based on experience and may vary based on location and other factors

About RSM US LLP:

- Leading provider of professional services to the middle market globally
- Purpose: to instill confidence in a world of change and empower clients and people to realize their full potential
- Inclusive culture and talent experience
- Provides personalized, holistic programming for physical, emotional, financial, and community wellbeing
- Offers flexibility in schedule to balance personal and professional demands
- Collaborates with RSM International, a global network of independent audit, tax, and consulting firms.

Not specified

Competitive benefits and compensation package, personalized wellbeing programming, generous time off policy, flexibility in schedule.

Not specified

Business taxation, Tax compliance, Tax consulting, Client service, People & talent management, Technical & quality expertise, Cross-selling, Tax code, Tax preparation, Tax law, Business relationship management, Risk management, Revenue generation, Mergers & acquisitions, Research, Client service coordination, Relationship building, Time management, Flexibility, Wellbeing, Affirmative Action, Equal Employment Opportunity, Discrimination and Harassment policies, Accommodations for applicants with disabilities, Sponsorship eligibility.

Bachelor's Degree in Accounting or related field, Active CPA, JD/LLM or EA

Interested candidates can apply through the company's website at .

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