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SALT Asset Management (SALT AM): State and local income tax compliance and consulting for investment funds, fund of funds and real estate, including both corporate and pass-through entities within the investment fund and real estate space. This group is most aligned with the federal financial services and real estate teams due to the specific nature of the client work.
RSM US LLP is looking for a SALT Senior Manager to join our expanding Asset Management practice. Our AM practice serves a range of clients in the financial services industry including private equity funds, hedge funds, fund of funds, capital market clients and real estate clients.
This particular role offers the opportunity to join a high-performing, high-growth team while working with complex clients in the Asset Management industry with a focus on private equity funds, hedge funds and FoF clients. As a SALT Tax Manager for RSM, you will be responsible for the following job duties, which are focused around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
Responsibilities:
- Provide detailed review and analysis of complex Private Equity, Hedge Fund and/or FoF partnership state tax returns
- May serve as a Performance Advisor by providing mentorship or coaching to one or more employees, which will include providing honest and timely performance feedback
- Train and develop staff members
- 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
- Serve as the state tax client service coordinator for appropriate clients
- Advise clients on a full spectrum of state tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
- Assist with new business development, extended service and tax issue recognition for existing clients
- Manage corporate client needs with respect to tax services and state tax compliance
- Remain up-to-date on current tax practices and changes in tax law
- Other duties as assigned
- Some travel may be required (varies based on location and client need)
Basic Qualifications:
- 8-10 years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm
- Bachelor’s Degree in Accounting
- Active CPA, Enrolled Agent or Licensed JD
- Prior state and local tax compliance & consulting experience serving Asset Management clients
- Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements
- Effective verbal and written communication skills
Preferred Qualifications:
- Working knowledge of state tax code and technical aspects of tax preparation and compliance
- Strong technical skills in accounting and tax preparation, industry specialization a plus
- Ability to handle multiple tasks simultaneously
At 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 https://rsmus.com/careers/working-at-rsm/benefits.
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 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). 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, click here.
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 - $276,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.