Tax Manager, Asset Management (PE & FoF) — Hybrid

RSM US LLP; Edison (NJ); Hybrid; USD 95,000 - 180,000; Full time

Job summary

RSM US LLP in Edison, NJ is seeking a Tax Manager to lead complex Private Equity, Hedge Fund and FoF tax engagements within asset management clients. The role emphasizes compliance, planning and client service, with opportunities to lead teams and contribute to cross-functional initiatives.

You will manage engagements end-to-end, mentor staff, and collaborate with partners across tax and advisory groups while staying current on tax law and regulatory changes.

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; or active EA license; or 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.
• Masters of Accounting, Masters of Taxation or MBA (preferred)

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

Tax compliance

Client communication

Team leadership

Risk management

Business development

Analytical skills

Education

Bachelor's Degree in Accounting or related field

CPA license

Enrolled Agent (EA) license

Attorney license

Masters of Accounting / Taxation or MBA

Job description

RSM US LLP in Edison, NJ is seeking a Tax Manager to lead complex Private Equity, Hedge Fund and FoF tax engagements within asset management clients. The role emphasizes compliance, planning and client service, with opportunities to lead teams and contribute to cross-functional initiatives.

You will manage engagements end-to-end, mentor staff, and collaborate with partners across tax and advisory groups while staying current on tax law and regulatory changes.