Tax Manager - Financial Services/Asset Management

$88,400 - $167,200/Yr

RSM - Dallas, TX

Full-time - Mid Level

Dallas, TX

Professional, Scientific, and Technical Services

About the position

As a Tax Manager at RSM, you will play a pivotal role in our Financial Services practice, which serves a diverse range of clients in the asset management industry, including private equity funds, hedge funds, and funds of funds (FoF). Your primary responsibilities will revolve around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. You will be tasked with providing detailed reviews and analyses of complex partnership tax returns, ensuring compliance with tax regulations while maintaining the highest standards of quality and accuracy. In this role, you will also serve as a Career Advisor, responsible for training, developing, mentoring, and coaching one or more employees. This includes providing honest and timely performance feedback to help your team members grow and succeed. You will manage multiple complex issues and communicate effectively with clients and service teams, ensuring that all parties are informed and aligned while managing risks for both the client and the firm. As the Tax client service coordinator for designated clients, you will advise them on a full spectrum of RSM's tax services, including planning, research, compliance, and general mergers and acquisitions activities. You will review research findings to ensure that conclusions are consistent with firm policies and professional standards. Additionally, you will assist with new business development, recognizing tax issues for existing clients, and managing client needs in conjunction with cross-functional engagement teams across the tax practice. Staying up-to-date on current tax practices and changes in tax law will be essential to your success in this role, as you will be expected to provide informed guidance to clients and your team.

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 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
• Review 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 law

Requirements

• 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

Nice-to-haves

• Masters of Accounting, Masters of Taxation or MBA

Benefits

• Competitive benefits and compensation package
• Flexibility in schedule to balance life's demands
• Discretionary bonus based on firm and individual performance