Senior Tax Manager – Financial Services/Asset Management

RSM US LLP

. Lead and manage complex engagement business relationships, focusing on high-value tax advice and expanding services to Asset Management clients .

Posted 10/5/2026full-timeUnited StatesSenior💰 $126,100 - $253,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance, planning, and consulting, particularly for Asset Management clients, while effectively managing client relationships and driving business growth. Holds a strong understanding of tax code and the ability to lead cross-functional teams in delivering integrated client services.

Highest-signal resume keywords

Tax ComplianceClient Relationship ManagementBusiness DevelopmentCPA LicenseTax Planning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Code KnowledgeTax PreparationTax ConsultingMergers and AcquisitionsResearch ReviewProject ManagementCross-SellingClient Service PlanningAsset Management Tax ServicesTechnical Communication

Soft Skills

People LeadershipCommunicationRelationship BuildingProblem SolvingTeam Management

Certifications & Qualifications

CPA LicenseEnrolled Agent (EA) LicenseAttorney License

Industry Keywords

Big 4 Accounting FirmTax ComplianceTax ConsultingAsset ManagementClient EngagementCross-Functional TeamsTax TechnologyBusiness TaxationRevenue GrowthProfessional Standards

About the role

Key responsibilities & impact

Lead and manage complex engagement business relationships, focusing on high-value tax advice and expanding services to Asset Management clients
Take on people leadership responsibilities as needed
Manage multiple complex issues and communicate technical matters in a non-technical manner while managing client and firm risk
Drive growth and profitability through new revenue, cross-selling, and identifying new tax clients
Serve as Tax client service coordinator and develop and execute the firm’s client service plan
Advise clients across tax planning, research, compliance, and general mergers and acquisitions activities
Review research findings for consistency with firm policies and professional standards
Build relationships across lines of business to provide integrated client service
Manage client needs with cross-functional tax engagement teams, including state and local tax, international tax, tax technology, and tax mergers and acquisitions
Remain current on tax practices and changes in tax law

Requirements

What you’ll need

Bachelor's degree in Accounting or related field from an accredited university
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 license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification meeting RSM requirements
Extensive tax compliance and 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
Advanced degree in accounting, Taxation, or MBA preferred
Proven track record generating new business and extending service opportunities preferred

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Discretionary bonus based on firm and individual performance
Reasonable accommodation for people with disabilities