RSM US LLP
Tax Senior Manager - Financial Services/Asset Management
RSM US LLP, Dallas, Texas, United States, 75240
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 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
May have people leadership responsibilities
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
Drive growth and profitability
to the
Asset Management
practice
by generating new revenue on existing client portfolio, cross selling and
identifying
new 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 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
: Bachelor's D
egree in Accounting
or related field
8+
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
Extensive tax compliance & consulting experience serving
Asset Management
clients
Strong working
knowledge of tax code and technical aspects of tax preparation and compliance
Ability to
manage
and
grow
a book of business
Proven
track
record
simultaneously managing multiple projects and
client
engagement teams
from start-to-end
Preferred Qualifications
: Masters of Accounting
,
Masters of Taxation
or MBA
Proven
track record
generating
new 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
https://rsmus.com/careers/working-at-rsm/benefits
.
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/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 800-274-3978 or send us an email at
careers@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 Individuals
selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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
May have people leadership responsibilities
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
Drive growth and profitability
to the
Asset Management
practice
by generating new revenue on existing client portfolio, cross selling and
identifying
new 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 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
: Bachelor's D
egree in Accounting
or related field
8+
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
Extensive tax compliance & consulting experience serving
Asset Management
clients
Strong working
knowledge of tax code and technical aspects of tax preparation and compliance
Ability to
manage
and
grow
a book of business
Proven
track
record
simultaneously managing multiple projects and
client
engagement teams
from start-to-end
Preferred Qualifications
: Masters of Accounting
,
Masters of Taxation
or MBA
Proven
track record
generating
new 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
https://rsmus.com/careers/working-at-rsm/benefits
.
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/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 800-274-3978 or send us an email at
careers@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 Individuals
selected for this role will be eligible for a discretionary bonus based on firm and individual performance.