Senior Manager · National
RSM US LLP · Chicago, Illinois
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Lead tax compliance and consulting engagements for asset management clients including private equity and hedge funds.
Worth knowing: Requires 8+ years and Big 4 or large firm experience; active CPA or EA
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, 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...
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