Tax Senior Manager, Financial Services, Private Equity Lead
4 weeks ago
We are the leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience.
RSM's Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries.
As a Tax Senior Manager, you will be responsible for the following key areas of focus:
- Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice, seeking to expand services to Asset Management clients
- Develop and execute the firm's client service plan, serving as Tax client service coordinator, and enhance the profitability of the Asset Management practice by streamlining processes and leveraging technology
- Advise clients on a full spectrum of RSM's tax services, including planning, research, compliance, and general mergers and acquisitions activities, while managing client needs in conjunction with cross-functional engagement teams across the tax practice
- Remain up-to-date on current tax practices and changes in tax law, with a strong analytical and communication skillset to articulate conclusions, planning opportunities, and risks identified through research projects
Key Qualifications:
- Bachelor's Degree in Accounting or related field
- 10+ years of experience in U.S. Federal Tax - Corporate, Partnership, Investment Management - Hedge Funds, Private Equity, and Real Estate Funds
- Knowledge of Forms 1120, 1120-F, 1065, 8865, 5471, and 8858 as well as Schedules K-1, K-3, and/or PFIC statements
- Enrolled Agent or CPA
- Extensive tax compliance & consulting experience serving Asset Management clients
We offer a competitive benefits and compensation package for all our people, including flexibility in your schedule to balance life's demands, while also maintaining your ability to serve clients.
We are an equal opportunities employer and accommodate applicants with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at .
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