Tax Manager – Financial Services, Asset Management

RSM US LLP

. Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns .

Posted 10/19/2026full-timeUnited StatesMid-LevelSenior💰 $95,400 - $180,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and consulting for Asset Management clients, with a strong focus on managing client engagements and providing strategic tax planning and advisory services. Maintains up-to-date knowledge of tax laws and practices while effectively communicating complex tax issues to clients.

Highest-signal resume keywords

Tax Compliance & ConsultingClient Engagement ManagementActive CPA LicenseTax Code KnowledgeBusiness Taxation Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return AnalysisTax PlanningTax ResearchMergers & AcquisitionsTax PreparationRisk ManagementClient Service CoordinationCross-Functional Team ManagementBusiness DevelopmentTax Issue Recognition

Soft Skills

CommunicationLeadershipProblem-SolvingClient Relationship ManagementCollaboration

Certifications & Qualifications

CPA LicenseEnrolled Agent LicenseAttorney LicenseMaster’s of AccountingMaster’s of TaxationMBA

Industry Keywords

Private EquityHedge FundFund of FundsAsset ManagementTax LawAccounting FirmBig 4 ExperienceTax ComplianceTax ServicesProfessional Standards

About the role

Key responsibilities & impact

Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership tax returns
May have people leadership responsibilities
Work on multiple complex issues and communicate in a non-technical manner between the client and service team while managing risk
Serve as the tax client service coordinator for appropriate clients
Advise clients on RSM’s tax services, including planning, research, compliance, and mergers and acquisitions activities
Review research findings and ensure conclusions align with firm policies and professional standards
Assist with new business development, extended services, and tax issue recognition for existing clients
Manage client needs with cross-functional engagement teams across the tax practice
Remain up-to-date on current tax practices and changes in tax law

Requirements

What you’ll need

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 license in the state of residence, active Enrolled Agent (EA) license, active Attorney license, or a pre-approved alternative certification that meets RSM requirements
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 collect necessary information for tax service requirements
Proven track record managing client engagements from start-to-end
Master’s of Accounting, Master’s of Taxation or MBA preferred

Benefits

Comp & perks

Competitive benefits and compensation package
Discretionary bonus based on firm and individual performance
Hybrid workstyle with in-person connection and flexibility
Reasonable accommodation for applicants with disabilities