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Tax Manager - Financial Services/Asset Management

Company: RSM US LLP
Location: San Diego
Posted on: July 7, 2024

Job Description:

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You ll find an environment that inspires and empowers you to thrive both personally and professionally. There s no one like you and that s why there s nowhere like RSM.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 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:

  • Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
  • Serve as a Career Advisor by training, developing, mentoring and/or or coaching to one or more employees, which will include providing honest and timely performance feedback
  • 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 lawBasic Qualifications:
    • Bachelor s Degree in Accounting or related field
    • 5+ 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, JD/LLM or 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 MBAAt RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at .RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. 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-###-#### or send us an email at RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.Compensation Range: $88,400 - $167,200Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Keywords: RSM US LLP, San Diego , Tax Manager - Financial Services/Asset Management, Accounting, Auditing , San Diego, California

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