Tax Manager - Ultra High Net Worth - Investment Fund Executives

Company: RSM US LLP
Location: New York
Posted on: October 28, 2024

Job Description:

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.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 serviceBasic 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 simultaneouslyPreferred 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 taxationAt 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 .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; 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 800-274-3978 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). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $99,100 - $199,100Individuals -selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

Keywords: RSM US LLP, Philadelphia , Tax Manager - Ultra High Net Worth - Investment Fund Executives, Executive , New York, Pennsylvania