Tax Manager - Financial Services/Asset Management

RSM; Irvine; On-site; USD 88,000 - 168,000; Full time

Job summary

RSM, a leading provider of professional services, is seeking a Tax Manager for its Financial Services practice in Irvine. The role includes tax compliance and consulting for well-known asset management clients. Candidates should possess strong expertise in business taxation, have a Bachelor’s degree in Accounting, and ideally a CPA or equivalent. This position offers competitive compensation and the chance to work within an inclusive culture that values professional development.

Benefits

Competitive benefits and compensation package

Flexibility in schedule

Qualifications

• 5+ years of experience in business taxation.
• Active CPA, JD/LLM or EA is required.
• Prior tax compliance & consulting experience in Asset Management.

Responsibilities

• Review and analyze complex tax returns for Private Equity and Hedge Funds.
• Train and mentor team members as Career Advisor.
• Advise clients on a full spectrum of tax services and manage client engagements.

Skills

Tax Compliance

Client Engagement

Tax Consulting

Education

Bachelor’s Degree in Accounting

Master’s of Accounting or Taxation (Preferred)

Job description

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Tax Manager - Financial Services/Asset Management, Irvine

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Client:

RSM

Location:

Irvine, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

98f53f011333

Job Views:

55

Posted:

24.06.2025

Expiry Date:

08.08.2025

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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. 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.

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 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
• Review 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

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .

As an Affirmative Action and Equal Opportunity Employer, all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; 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 US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM 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 participate in the recruiting process, please call us at 800-274-3978 or send us an email at .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e., F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of relevant work experience, you may be eligible for hire as an experienced associate.

RSM will consider qualified applicants with arrest or conviction records in accordance with applicable law, including the California Fair Chance Act and other local ordinances.

At RSM, employee pay reflects experience, performance, and skills. The salary range for this role is $88,400 - $167,200, and individuals may be eligible for a discretionary bonus based on performance.