Tax Manager, Asset Management Funds | Flexible Schedule

RSM US LLP; Los Angeles (CA); On-site; USD 95,000 - 180,000; Full time

Job summary

RSM US LLP seeks a senior tax professional to provide detailed review and analysis of complex Private Equity, Hedge Fund and FoF partnership tax returns in the California area. You will coordinate with cross-functional teams and advise asset management clients on planning, compliance, and M&A matters, with potential people leadership responsibilities.

The role emphasizes tax code expertise, client communication, and a strong track record in managing engagements from start to end within a leading

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 license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements.
• 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.

Responsibilities

• Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
• May have people leadership responsibilities
• 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

Skills

Business taxation

Asset management clients

Tax compliance & consulting

Client communication

Engagement management

Regulatory knowledge

Education

Bachelor’s Degree in Accounting or related field

Job description

RSM US LLP seeks a senior tax professional to provide detailed review and analysis of complex Private Equity, Hedge Fund and FoF partnership tax returns in the California area. You will coordinate with cross-functional teams and advise asset management clients on planning, compliance, and M&A matters, with potential people leadership responsibilities.

The role emphasizes tax code expertise, client communication, and a strong track record in managing engagements from start to end within a leading