Tax Senior Manager - Ultra High Net Worth - Investment Fund Executives

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There’s no one like you and that’s why there’s nowhere like RSM.

Our Ultra-High Net Worth Fund Executives team focuses on founding and / or managing partners and principals of investment funds and C‑Suite level executives with an economic interest in the investment fund. We are a strategic advisor to new and experienced financial services executives, advising many of the most prominent financial services executives from around the world. We leverage a focused global financial services practice with the depth of tax and technology resources to customize our services to meet the special needs of each executive we serve.

We collaborate with our clients, industry experts, other professionals and specialists both within and outside RSM to achieve our clients’ goals.

As a Tax Senior Manager, you will be responsible for the following, which are focused on your technical expertise and ability to lead a collaborative team dedicated to excellent client service :

Advise Financial Fund Executive clients in all stages of a fund lifecycle – from growth and expansion to maturity and exit transition. This includes advising on a full spectrum of tax services including income tax planning, wealth transfer planning and tax compliance.

Lead a dedicated engagement team that provides consistency in tax preparation due to the complexities of fund reporting.

Lead the engagement team focused on entity, individual, fiduciary and gift / estate taxation. This includes the planning and execution of client tax engagements that exceed client expectations and RSM profitability thresholds

Anticipate client needs and collaborate with RSM colleagues in specialty tax areas as well as cross line of business to build client relationships and support growth

Participate in prospective client proposals and intentionally plan to build new client relationships

Delivers exceptional talent experience by building collaborative teams, developing and rewarding team members

Participate in local and national committees focused on building technical expertise and strategic plans

Develop and sustain strong relationships with clients, centers of influence and other RSM promoters through networking, thought leadership and community involvement

Demonstrate alignment with RSM’s core values, vision and strategy while empowering people to work together in meaningful and productive ways across the firm as an enterprise leader.

Basic Qualifications

Bachelor’s degree in accounting or business‑related field

CPA license in one’s principal place of business / home state, licensed J.D. or enrolled agent (with approval from regional tax leader)

Minimum of 8 years of experience working in public accounting with an emphasis on private client taxation. Most recent years should include experience in leading all aspects of client engagements and driving growth

Proficient in individual and entity (partnership, S Corporation or C Corporation) taxation with an understanding of complex investments and the related tax implications

Experience with state and local / franchise taxation for multi‑state filers

Experience with international taxation and reporting

Strong communication skills (written and verbal) with the ability to lead collaborative teams and manage a book of business that exceeds client expectations

Preferred Qualifications

LL.M. in Taxation and / or Master’s in Taxation

Experience with fiduciary, gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our people.

We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

Learn more about our total rewards at .

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