Tax Manager — Private Equity & Hedge Funds

RSM US LLP; Chicago (IL); Hybrid; USD 95,000 - 180,000; Full time

Job summary

RSM US LLP is seeking a Tax Manager to lead detailed reviews of complex Private Equity, Hedge Fund, and FoF partnership tax returns for asset management clients. The role may include people leadership and requires clear communication with clients and service teams to manage risk while delivering high-quality tax services.

The position emphasizes technical tax expertise, client service, and collaboration across tax practice areas, with a strong focus on compliance, planning, and growth

Qualifications

• Bachelor’s degree in accounting or related field.
• 5+ years of business taxation experience at a Big 4 or large national, regional, or local firm; or equivalent in industry or with a law firm.
• One of the following is required: 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

Tax compliance

Tax consulting

Client communication

Engagement management

Complex returns review

Education

Bachelor’s Degree in Accounting

CPA license

EA license

Attorney license

Master’s degree helpful

Job description

RSM US LLP is seeking a Tax Manager to lead detailed reviews of complex Private Equity, Hedge Fund, and FoF partnership tax returns for asset management clients. The role may include people leadership and requires clear communication with clients and service teams to manage risk while delivering high-quality tax services.

The position emphasizes technical tax expertise, client service, and collaboration across tax practice areas, with a strong focus on compliance, planning, and growth