Tax Senior Associate - Financial Services/Asset Management

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM's Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries. On this particular team, you'll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry.
As a Tax Senior Associate, you will be responsible for the following job duties, which are centered around two core concepts: your technical & quality expertise, and delivering excellent client service.
Responsibilities:

• Preparing complex Private Equity, Hedge Fund and/or FoF partnership tax returns
• Detailed review and analysis of Tax returns

• Performing, documenting, and summarizing research and conclusions regarding specific tax issues
• Develop, motivate, and train staff level and intern team members
• Interact directly with clients handling questions, planning, concerns, etc.
• Remain up-to-date on current tax practices and changes in tax law

Required Qualifications:

• Bachelor's Degree in Accounting or related field
• 2+ 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
• Must be eligible to sit for the CPA exam, EA or a licensed JD
• Experience preparing and reviewing returns
• Working knowledge of tax code and technical aspects of tax preparation and compliance

• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA preferred
• Active CPA, JD/LLM, or EA

• Strong technical skills in accounting, tax preparation and review within the Asset Management industry preferred

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. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
RSM is proud to be an Affirmative 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 professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and/or gender expression); 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; 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 800-274-3978 or send us an email at careers@rsmus.com.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.
Compensation Range: $63,500 - $129,400