Tax Senior Manager, Asset Management - Hybrid

RSM US LLP; Pennsylvania; Hybrid; USD 130,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

RSM US LLP is seeking an experienced tax professional to lead and manage complex engagements for Asset Management clients, focusing on private equity funds, hedge funds, and FoF, delivering high-value tax advice.

You will coordinate cross-functional teams, drive growth of the Asset Management practice, and ensure compliance and advisory services across planning, research, and mergers & acquisitions activities while maintaining client relationships.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA license, EA license, Attorney license, or approved equivalent certification.
• Extensive tax compliance & consulting experience for Asset Management clients.
• Strong knowledge of tax code and tax preparation/ compliance.
• Ability to manage and grow a book of business.
• Experience leading multiple projects and client teams.

Responsibilities

• Lead and manage the business relationship of complex engagements with a focus on high-value tax advice.
• May have people leadership responsibilities.
• Coordinate with cross-functional teams to service Asset Management clients.
• Drive growth and profitability by expanding services and cross-selling.
• Serve as Tax client service coordinator and manage client service plan.
• Advise clients on planning, research, compliance, and mergers & acquisitions activities.
• Review research findings for consistency with firm policies.
• Build relationships across lines of business for integrated service.
• Manage client needs with cross-functional engagement teams across tax practice areas.
• Stay up-to-date on current tax practices and changes in tax law.

Skills

Asset management tax

Client relationship management

Project management

Communication

Tax compliance

Education

Bachelor's degree in Accounting or related field

CPA/EA/Attorney or equivalent certification

Advanced degree (MBA/Tax)

Job description

RSM US LLP is seeking an experienced tax professional to lead and manage complex engagements for Asset Management clients, focusing on private equity funds, hedge funds, and FoF, delivering high-value tax advice.

You will coordinate cross-functional teams, drive growth of the Asset Management practice, and ensure compliance and advisory services across planning, research, and mergers & acquisitions activities while maintaining client relationships.