Manager - State & Local Tax, Asset Management Job at RSM US LLP in New York

SALT Asset Management (SALT AM): State and local income tax compliance and consulting for investment funds, fund of funds and real estate, including both corporate and pass-through entities within the investment fund and real estate space. This group is most aligned with the federal financial services and real estate teams due to the specific nature of the client work.

RSM is seeking an experienced, energetic, and self-motivated state and local tax specialist to join our dynamic, collaborative and expanding SALT team. RSM’s collaborative and entrepreneurial culture provides a career-focused individual with the opportunity to be a first-choice advisor to middle market leaders.

The ideal candidate will help execute our strategy to deliver the RSM client experience, focus on the middle market, empower passionate teams and build communities of RSM promoters through the following responsibilities:

• Participate in one of RSM’s key industry teams which include: Financial Services and Construction/Real Estate.
• Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to Investment Fund clients.
• May serve as a Performance Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback.
• Advise clients on nexus, unitary and business income, multistate tax planning, audit defense, and due diligence.
• Manage complex state tax compliance and consulting projects for corporate and pass-through entities.
• Deliver excellent service to internal and external clients including effective communication, teamwork, positive attitude and high professional standards.
• Continue to expand knowledge base in area of expertise, comply with continuing education requirements.
• Drive growth and profitability to the Investment Fund practice by generating new revenue on existing client portfolio, cross selling and new clients for the tax practice.
• Interact directly with clients handling questions, planning, consulting, etc.
• Serving as Tax client service coordinator while developing and executing the firm’s client service plan.
• 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 corporate client needs with respect to tax services and state tax compliance.
• Remain up to date on current tax practices and changes in tax law.

Basic Qualifications:

• Requires a minimum of bachelor’s degree in accounting or closely related field from an accredited college or university.
• Requires one of the following: CPA, JD, or LLM in Taxation, or Enrolled Agent.
• Requires a minimum of five (5) years of experience providing. income/franchise tax consulting services in a Public Accounting, Consulting, or Law firm.
• Strong analytical, problem solving, detail oriented and excellent interpersonal skills.

Required Qualifications:

• Bachelor’s degree in accounting or closely related field from an accredited college or university.
• CPA, CMI, JD or LLM required. 
• Minimum of 5 years of experience providing sales and use tax consulting services in a public accounting, consulting or law firm. 
• Possess thorough knowledge of a variety of state and local sales and use tax laws, regulations, policies and procedures, as well as tax planning, restructuring, due diligence, audit defense, reverse audits and state controversy work. 

• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements. 
• Effective verbal and written communication skills. 
• Ability to travel up to 25% (note travel requirements are currently limited).

Preferred Qualifications:

• CPA, JD or CMI 
• Project management and critical thinking skills
• Outstanding organizational and time management skills; ability to prioritize multiple assignments