Tax Manager - Financial Services

Full Time
New York, NY 10036
Posted
Job description
Location: open to candidates across the US (both hybrid and remote roles available)

Position Summary:

RSM US LLP is looking for a Tax Manager to join our expanding Investment Fund practice. Our Investment Fund practice serves a range of clients in the financial services industry including private equity funds, hedge funds, fund of funds, capital market clients and real estate clients.

This particular role offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Investment Fund industry with a focus on private equity funds, hedge funds and FoF clients. As a Tax Manager for RSM, you will be responsible for the following job duties, which are focused around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.

Responsibilities:
  • Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
  • Serve as a Career Advisor by providing mentorship or coaching to one or more employees, which will include providing honest and timely performance feedback
  • Train and develop staff members
  • 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
  • Serve as the Tax client service coordinator for appropriate clients
  • Advise clients on a full spectrum of corporate 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 service and tax issue recognition for existing clients
  • Manage corporate client needs with respect to tax services and federal and state tax compliance
  • Remain up-to-date on current tax practices and changes in tax law
  • Other duties as assigned
  • Some travel may be required (varies based on location, line of business and client need)

Basic Qualifications:
  • 5+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm
  • Bachelor’s Degree in Accounting
  • Active CPA, Enrolled Agent or Licensed JD
  • Prior tax compliance & consulting experience serving Investment Fund clients
  • Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
  • Effective verbal and written communication skills

Preferred Qualifications:
  • Working knowledge of tax code and technical aspects of tax preparation and compliance
  • Strong technical skills in accounting and tax preparation, industry specialization a plus
  • Ability to handle multiple tasks simultaneously
  • Experience preparing or reviewing accounting for income taxes in accordance with ASC 740’s
  • Experience in dealing with international tax matters a plus


Currently, RSM does not intend to hire candidates for entry level positions who will need, now or in the future, RSM sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

The firm offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. Base compensation ranges can be found between the ranges noted below in the posting, and an actual offer can vary based upon on role, hiring location, and qualifications. For additional information on RSM’s total rewards, visit our website at https://rsmus.com/careers/working-at-rsm/benefits.html.

If required by applicable law or client policy, you may be required to be vaccinated for COVID-19 or have an approved accommodation.

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

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