Tax Senior Manager - Financial Services/Asset Management
: Job Details :


Tax Senior Manager - Financial Services/Asset Management

RSM US LLP

Location: Dallas,TX, USA

Date: 2024-11-01T05:40:48Z

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'sFinancial 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/orFoFclients 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 willbe responsible forthe following job duties, which arecenteredaround 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 andseekto expand services toAsset Managementclients

  • May have people leadership responsibilities

  • Work on multiple complex issues while communicating in a non-technical manner tofacilitatecommunication between the client and the service team while managing the risk for both the client and the firm

  • Drive growth and profitabilityto theAsset Managementpracticeby generating new revenue on existing client portfolio, cross selling andidentifyingnew clients for the tax practice

  • Serving as Tax client service coordinator while developing and executing the firm's client service plan

  • Advise clients on a full spectrum ofRSM'stax 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 needsin conjunction with cross-functional engagement teams across the tax practice (e.g.state&local tax, international tax, tax technology, tax mergers&acquisitions, etc.)

  • Remainup-to-dateon current tax practices and changes in tax law

Basic Qualifications:

  • Bachelor's Degree in Accountingor related field

  • 8+years ofexperience inbusiness taxation working for a Big 4 or a large national,regionalor local accounting firm; or equivalent inindustry or with a law firm

  • Active CPA, JD/LLM or EA

  • Extensive tax compliance&consulting experience servingAsset Managementclients

  • Strong workingknowledge of tax code and technical aspects of tax preparation and compliance

  • Ability tomanageandgrowa book of business

  • Proventrackrecordsimultaneously managing multiple projects andclientengagement teamsfrom start-to-end

Preferred Qualifications:

  • Masters of Accounting,Masters of Taxationor MBA

  • Proventrack recordgeneratingnew business and extend service opportunities

At RSM, we offer a competitive benefits and compensation package for all our people. 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.

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;US Military/Veteran status; 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/oremployment/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...@rsmus.com.

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.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks,click here.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $88,400 - $167,200

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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