Tax Senior Manager, Financial Services - Private Equity Funds

Overview

Senior manager role leading complex tax engagements for asset management clients, with a focus on private equity, hedge fund and fund-of-funds clients, within RSM's Financial Services tax practice.

What you'll do

• 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
• Serve as a Performance Advisor by training, developing, mentoring and/or coaching one or more employees, including providing honest and timely performance feedback
• 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
• Enhance the profitability of the Asset Management practice by streamlining processes and leveraging technology to identify more efficient methods
• 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

What you'll need

• Bachelor's Degree in Accounting or related field
• 10+ years of experience in U.S. Federal Tax - Corporate, Partnership, Investment Management - Hedge Funds, Private Equity, and Real Estate Funds
• Knowledge of Forms 1120, 1120-F, 1065, 8865, 5471, and 8858 as well as Schedules K-1, K-3, and/or PFIC statements
• Enrolled Agent or CPA
• Extensive tax compliance and consulting experience serving Asset Management clients
• Knowledge of fund accounting and general ledger accounting
• Strong communication, interpersonal, and organizational skills
• Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through research projects
• Experience managing projects including scheduling, budgeting, client correspondence and billing, plus excellent technology skills (e.g. Microsoft Excel and compliance software), research and writing skills

Nice to have

• Prior Big 4 experience, or equivalent experience

Details

• Location: Kolkata
• Schedule flexibility offered