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

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

Demonstrates expertise in tax compliance and consulting for Asset Management clients, with a strong understanding of tax code and preparation. Proven ability to manage client engagements effectively while providing strategic tax planning and advisory services.

Highest-signal resume keywords

Tax Compliance & ConsultingClient Engagement ManagementActive CPA LicensePrivate Equity & Hedge Fund TaxationTax Code Knowledge

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 Return AnalysisTax PlanningTax ResearchMergers & Acquisitions Tax ServicesTax PreparationBusiness TaxationClient Service CoordinationRisk ManagementCross-Functional Team CollaborationTax Issue Recognition

Soft Skills

CommunicationLeadershipClient Relationship ManagementProblem SolvingBusiness Development

Certifications & Qualifications

CPA LicenseEnrolled Agent LicenseAttorney LicenseMasters of AccountingMasters of TaxationMBA

Industry Keywords

Private EquityHedge FundFund of FundsAsset ManagementTax Law ChangesAccounting Firm ExperienceBig 4 ExperienceTax Compliance StandardsProfessional StandardsClient Service

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 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 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
Masters of Accounting, Masters 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