Tax Senior Manager, Financial Services - Private Equity Funds

RSM US Integrated Services India Private Limited; Kolkata District; On-site; INR 3,000,000 - 4,500,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Total rewards

Job summary

RSM US Integrated Services India Private Limited is seeking a Senior Tax Manager to lead complex tax engagements for Asset Management clients, including Private Equity and Hedge Funds, in an India-based capacity.

The role requires a strong background in business taxation, partner/client coordination, and deep knowledge of the tax code to deliver compliant planning, research, and advisory services.

Qualifications

• Master's Degree in Commerce, Accounting or related field.
• 10+ years of experience in business taxation at a Big 4 or large firm, or equivalent.
• Active CPA, CA, EA mandatory.
• Experience serving Asset Management clients in tax compliance & consulting.
• Knowledge of tax code and tax preparation/compliance.
• Ability to work closely with clients to gather information.
• Proven track record managing client engagements from start to end.

Responsibilities

• Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns.
• Communicate complex issues to clients and service teams in a non-technical manner while managing risk.
• Serve as the Tax client service coordinator for appropriate clients.
• Advise clients on planning, research, compliance, and M&A tax services.
• Review research findings to ensure consistency with firm policies and standards.
• Assist with new business development and tax issue recognition for existing clients.
• Manage client needs with cross-functional engagement teams across tax practice areas.
• Remain up-to-date on current tax practices and changes in tax law.

Skills

Tax coordination

Client engagement

Communication with clients

Education

Master's in Commerce/Accounting

Masters of Accounting / Taxation or MBA

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.

• Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
• 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
• 10+ 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 Mandatory.
• 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 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.

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.