Tax Senior Manager – Financial Services, Asset Management

RSM US LLP

Tax Senior Manager focusing on tax compliance and consulting for asset management clients. Leading complex engagements and managing client relationships through integrated services.

Posted 7/15/2026full-timeNew York City • Connecticut, Illinois, New Jersey, New York • 🇺🇸 United StatesSenior💰 $126,100 - $253,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and consulting, particularly for Asset Management clients, while effectively managing client relationships and driving business growth. Proficient in navigating complex tax issues and maintaining up-to-date knowledge of tax laws and practices.

Highest-signal resume keywords

Tax Compliance & ConsultingAsset Management ExpertiseClient Relationship ManagementCPA, JD/LLM, or EA CertificationProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Code KnowledgeTax PreparationTax ResearchMergers & AcquisitionsBusiness TaxationComplianceClient Service PlanningCross-SellingRevenue GenerationRisk Management

Soft Skills

CommunicationLeadershipRelationship BuildingProblem SolvingTeam Collaboration

Certifications & Qualifications

CPAJD/LLMEA

Industry Keywords

Asset ManagementBig 4 Accounting FirmNational Accounting FirmRegional Accounting FirmLocal Accounting Firm

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's Degree in Accounting or related field
8+ 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
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

Benefits

Comp & perks

flexibility in your schedule
empowering you to balance life’s demands
competitive benefits and compensation package