Tax Manager - Ultra High Net Worth - Investment Fund Executives

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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 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 on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance

Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation and provides consistency in tax preparation due to the complexities of fund reporting. This includes the planning and execution of client tax engagements

Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation, and international taxation

Provide leadership, training and career mentorship to staff and supervisor level team members

Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects

Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service

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

Minimum of 5 years of experience working in public accounting with an emphasis on taxation. Most recent years should include experience in managing client engagements

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

Familiar with fiduciary, gift and estate, state and local and international taxation and reporting

Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously

Preferred Qualifications

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

Experience with private client or business taxation with a desire to grow skills in the private client arena

Experience working with investment funds or experience working at an alternative asset management firm

Experience with fiduciary, gift and estate taxation

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.

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RSM is proud to be an Affimative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and…