Tax Senior Manager, Asset Management & Funds

RSM US LLP; San Francisco (CA); On-site; USD 126,000 - 253,000; Full time

Job summary

RSM US LLP is seeking an experienced tax professional for a senior role in San Francisco focused on asset management clients, including private equity funds and hedge funds. You will lead complex engagements, manage client relationships, and drive growth across the tax practice.

The role requires 8+ years in business taxation, a CPA/EA/Attorney license, and a strong track record in tax compliance and consulting for asset management clients.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• 8+ years of experience in business taxation with Big 4 or large national, regional or local accounting firm; or equivalent in industry or with a law firm.
• One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license.
• 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.
• Advanced degree (master's in accounting, Taxation, or MBA).
• Proven track record generating new business and extend service opportunities.

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

CPA license

EA license

Attorney license

Tax compliance

Project management

Education

Bachelor's degree in Accounting or related field

Advanced degree (MBA/Taxation)

Job description

RSM US LLP is seeking an experienced tax professional for a senior role in San Francisco focused on asset management clients, including private equity funds and hedge funds. You will lead complex engagements, manage client relationships, and drive growth across the tax practice.

The role requires 8+ years in business taxation, a CPA/EA/Attorney license, and a strong track record in tax compliance and consulting for asset management clients.