Senior Tax Manager – Financial Services, Hedge Fund

RSM US LLP

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

Posted 11/12/2026full-timeKolkata • IndiaSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in U.S. Federal Tax compliance and consulting, particularly for Asset Management clients, while effectively managing complex client relationships and mentoring team members. Proficient in leveraging technology to enhance practice profitability and streamline processes.

Highest-signal resume keywords

U.S. Federal Tax ExpertiseTax Compliance and ConsultingEnrolled Agent or CPAAsset Management Client ServiceProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ResearchTax ComplianceMergers and AcquisitionsFund AccountingGeneral Ledger AccountingForms 1120, 1120-F, 1065, 8865, 5471, 8858Schedules K-1, K-3, PFIC StatementsAnalytical SkillsWriting Skills

Soft Skills

Communication SkillsInterpersonal SkillsOrganizational SkillsMentoringCoaching

Tools & Technologies

Microsoft ExcelCompliance Software

Certifications & Qualifications

Enrolled AgentCPA

Industry Keywords

Asset ManagementPrivate EquityHedge FundsInvestment ManagementReal Estate FundsBig 4 Experience

About the role

Key responsibilities & impact

Lead and manage complex engagement business relationships, delivering high-value tax advice and expanding services to Asset Management clients
Train, develop, mentor, and coach employees as a Performance Advisor
Manage multiple complex issues and communicate technical conclusions in a non-technical manner
Enhance Asset Management practice profitability by streamlining processes and leveraging technology
Serve as Tax client service coordinator and execute the firm's client service plan
Advise clients on tax planning, research, compliance, and mergers and acquisitions activities
Review research findings for consistency with firm policies and professional standards
Build relationships across lines of business for integrated client service
Manage client needs with cross-functional tax engagement teams
Stay current on tax practices and changes in tax law

Requirements

What you’ll need

Bachelor's Degree in Accounting or related field
10+ years of experience in U.S. Federal Tax, including Corporate, Partnership, Investment Management, Hedge Funds, Private Equity, and Real Estate Funds
Knowledge of Forms 1120, 1120-F, 1065, 8865, 5471, and 8858
Knowledge of Schedules K-1, K-3, and/or PFIC statements
Enrolled Agent or CPA
Extensive tax compliance and consulting experience serving Asset Management clients
Prior Big 4 experience a plus, or equivalent experience
Knowledge of fund accounting and general ledger accounting
Strong communication, interpersonal, organizational, analytical, research, and writing skills
Experience managing projects, including scheduling, budgeting, client correspondence, and billing
Excellent technology skills, including Microsoft Excel and compliance software

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Ability to balance life’s demands while serving clients
Reasonable accommodation for people with disabilities
Equal opportunity employment