Tax Senior Manager - Financial Services​/Asset Management

RSM's Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. This role focuses on tax compliance and consulting for private equity funds, hedge funds, and fund of funds within the asset management industry.

As a Tax Senior Manager, you will be responsible for leading complex engagements, providing high‑value tax advice, managing client relationships, driving business growth, and coordinating service delivery across the tax practice.

• Lead and manage the business relationship of complex engagements with a focus on high‑value quality tax advice and seek to expand services to Asset Management clients
• May have people leadership responsibilities
• Work on multiple complex issues while communicating in a non‑technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
• Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross‑selling and identifying new clients for the tax practice
• Serve as tax client service coordinator while developing and executing the firm's client service plan
• Advise clients on a full spectrum of 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
• Build relationships across lines of business to ensure excellent client service through an integrated service approach
• Manage client needs in conjunction with cross‑functional engagement teams across the tax practice (e.g. state & local tax, international tax, tax technology, tax mergers & acquisitions, etc.)
• Remain up to date on current tax practices and changes in tax law

• Bachelor's Degree in Accounting or related field
• 8+ years of experience in business taxation working for a Big Four or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
• Active CPA, JD/LLM, or EA
• Extensive tax compliance & consulting experience serving Asset Management clients
• Strong working knowledge of tax code and technical aspects of tax preparation and compliance
• Ability to manage and grow a book of business
• Proven track record simultaneously managing multiple projects and client engagement teams from start-to-end

• Masters of Accounting, Masters of Taxation or MBA
• Proven track record generating new business and extending service opportunities

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 ().

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race, color, creed, sincerely held religious beliefs, practices or observances, sex (including pregnancy or disabilities related to nursing), gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition (including family and medical leave), domestic violence victim status, past, current or prospective service in the US uniformed service, US Military/Veteran status, pre‑disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at  or send us an email at

RSM does not intend to hire entry level candidates who will require sponsorship now or in the future (i.e., F-1 visa holders).