Tax Senior Manager, Financial Services - Private Equity

Position Summary:

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/or FoF clients 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 Senior 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:

• 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
• Serve as a mentor to our associates and senior associates, providing real-time project feedback and regular check-ins.
• 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
• Enhance the profitability of the Asset Management practice by streamlining processes and leveraging technology to identify more efficient methods
• 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

Basic Qualifications:

• 12+ 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 mandatory.
• Extensive tax compliance & consulting experience serving Asset Management clients
• Prior Big 4 experience a plus, or equivalent experience
• Knowledge of fund accounting and general ledger accounting
• Strong communication, interpersonal, and organizational skills
• Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projects
• Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e., Microsoft Excel and compliance software), research and writing skills

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA