Tax Senior Manager Financial Services - Private Equity Funds

RSM US LLP; Gurugram District; Sur place; INR 2 500 000 - 4 500 000; Plein temps

Avantages offerts par ce poste

Flexible schedule

Total rewards program

Résumé du poste

RSM US LLP is seeking a Tax Senior Manager to lead complex engagements for asset management clients, including hedge funds and private equity funds. You will oversee technical tax work, manage teams, and drive client service and business development opportunities with focus on quality and risk management.

Strong communication, coaching, and project-management skills are essential. The role sits within our US tax practice serving clients in India, offering a collaborative, inclusive culture and

Qualifications

• Bachelor’s degree in accounting or related field required.
• “10+ years of experience in U.S. Federal Tax - Corporate, Partnership, Investment Management - Hedge Funds, Private Equity, and Real Estate Funds.”
• “Enrolled Agent or CPA” credential.
• “Extensive tax compliance & consulting experience serving Asset Management clients.”
• “Prior Big 4 experience or equivalent preferred.”
• “Knowledge of fund accounting and general ledger accounting.”
• “Strong communication, interpersonal, and organizational skills.”
• “Experience with managing projects including scheduling, budgeting, client correspondence and billing; proficiency with Excel and compliance software.”

Responsabilités

• Lead and manage engagements for high-value tax advisory for Asset Management clients.
• Mentor and coach employees, providing performance feedback.
• Communicate complex tax issues clearly between client and team.
• Improve profitability by streamlining processes and leveraging technology.
• Coordinate tax service delivery and client service plans.
• Advise clients on planning, compliance, and M&A activities.

Connaissances

Communication skills

Analytical skills

Project management

Microsoft Excel

Tax knowledge

Formation

Bachelor's Degree in Accounting or related field

Outils

Compliance software

Description du poste

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 Senior 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

• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Asset Management clients
• Serve as a Performance Advisor by training, developing, mentoring and/or coaching one or more employees, which will include providing honest and timely performance feedback
• Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Enhance the profitability of the Asset Management practice by streamlining processes and leveraging technology to identify more efficient methods
• Serving as Tax client service coordinator while developing and executing the firm’s client service plan
• 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
• Build relationships across lines of business to ensure excellent client service through an integrated service approach
• 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
• 10+ years of experience in U.S. Federal Tax - Corporate, Partnership, Investment Management - Hedge Funds, Private Equity, and Real Estate Funds
• Knowledge of Forms 1120, 1120-F, 1065, 8865, 5471, and 8858 as well as Schedules K-1, K-3, and/or PFIC statements.
• Enrolled Agent or CPA
• Extensive tax compliance & consulting experience serving Asset Management clients
• Prior Big 4 experience a plus, or equivalent experience
• Knowledge of fund accounting and general ledger accounting
• Strong communication, interpersonal, and organizational skills
• Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projects
• Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e., Microsoft Excel and compliance software), research and writing skills

Benefits and Compensation

• 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 https://rsmus.com/careers/india.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

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 otherwise participate in the recruiting process, please send us an email at [e-mail].