Tax Manager
21 hours ago
We are a leading provider of professional services to the middle market globally, empowering our clients and people to realize their full potential.
Our Ultra-High Net Worth Fund Executives team focuses on founding and/or managing partners and principals of investment funds and C-Suite level executives with an economic interest in the investment fund.
We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world.
We leverage a focused global financial services practice with the depth of tax and technology resources to customize our services to meet the special needs of each executive we serve.
Key Responsibilities:- Advise Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance.
- Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation and provides consistency in tax preparation due to the complexities of fund reporting.
- This includes the planning and execution of client tax engagements.
- Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation, and international taxation.
- Provide leadership, training and career mentorship to staff and supervisor level team members.
- Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects.
- Bachelor's degree in accounting or business-related field.
- Minimum of 5 years of experience working in public accounting with an emphasis on taxation.
- Proficient in individual and entity (partnership, S corporation or C corporation) taxation with an understanding of complex investments and the related tax implications.
- Familiar with fiduciary, gift and estate, state and local and international taxation and reporting.
- Experience with private client or business taxation with a desire to grow skills in the private client arena.
- Experience working with investment funds or experience working at an alternative asset management firm.
RSM is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to providing a work environment that is free from discrimination and harassment.
We are a disability-friendly employer and will provide reasonable accommodations to applicants with disabilities.
Please note that RSM does not intend to hire entry-level candidates who will require sponsorship now or in the future.
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