Tax Senior Manager - Ultra High Net Worth - Investment Fund Executives
Company: RSM US LLP
Location: Stamford
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 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 expectationsPreferred Qualifications: - -
- LL.M. in Taxation and/or Master's in Taxation
- 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: $137,700 - $276,700Individuals -selected
for this role will be eligible for a discretionary bonus based on
firm and individual performance.
Keywords: RSM US LLP, Union , Tax Senior Manager - Ultra High Net Worth - Investment Fund Executives, Executive , Stamford, New Jersey
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