Tax Manager - Financial Services/Asset Management

RSM US LLP; Tampa (FL); On-site; USD 95,000 - 180,000; Full time

Benefits offered by this job

Discretionary bonus

Competitive benefits

Flexible schedule

Job summary

RSM US LLP is a leading professional services firm serving the middle market globally. We focus on tax compliance and tax consulting for asset management clients, including private equity funds, hedge funds, and FoFs.

The Tax Manager role centers on technical expertise, people management, and exceptional client service. You will review complex tax returns, manage engagements, and assist with business development while staying current on tax law changes.

Qualifications

• Bachelor’s Degree in Accounting or related field.
• 5+ years of experience in business taxation at a Big 4 or large firm.
• Active CPA, JD/LLM, or EA; experience serving Asset Management clients.

Responsibilities

• Provide detailed review and analysis of Private Equity, Hedge Fund, and FoF tax returns.
• May have people leadership responsibilities.
• Coordinate tax services and manage client relationships with the service team.
• Advise on planning, research, compliance, and tax M&A activities.

Skills

Tax compliance

Client communication

Engagement management

Cross-functional collaboration

Education

Bachelor’s Degree in Accounting

CPA / JD/LLM / EA

Masters (preferred)

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, 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 fund of funds while 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 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

• 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

Basic 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, JD/LLM, or EA
• 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.

Compensation Range: $95,400 - $180,400

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

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 call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).

RSM will consider for employment qualified applicants with arrest or conviction records.

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.