Senior Tax Manager, Asset Management - Flexible Hours

RSM US LLP; Boston (MA); On-site; USD 126,000 - 253,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive benefits package

Job summary

RSM US LLP is seeking a Tax Senior Manager in Boston to lead high-value tax engagements for asset management clients, including private equity funds, hedge funds, and FoF. You will drive growth, manage complex projects, and coordinate cross-functional teams across tax practice areas.

Responsibilities include advisory work across planning, compliance, and M&A, while mentoring staff and expanding client relationships. A CPA/EA/Attorney license or equivalent certification is required.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• 8+ 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 license in the state of residence; or active Enrolled Agent (EA) license; or active Attorney license; or a pre-approved alternative certification that meets RSM requirements.
• 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 simultaneously managing multiple projects and client engagement teams from start-to-end.

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.
• May have people leadership responsibilities.
• 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.
• Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice.
• 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.

Skills

Tax compliance

Tax consulting

Client service

People leadership

Business development

Project management

Education

Bachelor's degree in Accounting or related field

Tools

CPA license

EA license

Attorney license

Job description

RSM US LLP is seeking a Tax Senior Manager in Boston to lead high-value tax engagements for asset management clients, including private equity funds, hedge funds, and FoF. You will drive growth, manage complex projects, and coordinate cross-functional teams across tax practice areas.

Responsibilities include advisory work across planning, compliance, and M&A, while mentoring staff and expanding client relationships. A CPA/EA/Attorney license or equivalent certification is required.