Tax Manager - Financial Services/Asset Management

Responsibilities:

• Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
• Serve as a mentor to our associates and senior associates, providing real-time project feedback and regular check-ins.

• 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
• Reviewing 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

Required Qualifications:

• Bachelor's Degree in Commerce, Accounting or related field

• 6+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
• Active CPA, CA, EA.
• 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

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA