Search jobs > Minneapolis, MN > Tax senior manager

Tax Senior Manager - Ultra High Net Worth - Investment Fund Executives

RSM
Minneapolis
$137.7K-$276.7K a year
Full-time

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 expectations

Preferred Qualifications :

  • LL.M. in Taxation and / or Master’s in Taxation
  • Experience with fiduciary, gift and estate taxation

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 .

  • 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; 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.

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.

30+ days ago
Related jobs
RSM
Minneapolis, Minnesota

Our Ultra High Net Worth Multi-Generational Families team focuses on post liquidity families and corporate executives who have or require complex estate and income tax planning and compliance. Advise ultra-high net worth clients on a full spectrum of tax services including wealth transfer, charitabl...

Promoted
EisnerAmper
Minneapolis, Minnesota

Experience working with asset manager clients (private equity, hedge funds, fund of funds and/or venture capital) firms is required. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net wor...

Wipfli
Minneapolis, Minnesota

Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc. Responsible for managing and coordinating tax compliance and advisory work for clients. Review Individual, Trust, and Estatetax returns. Lead client relationships on day to day tax matters su...

Promoted
EisnerAmper
Minneapolis, Minnesota

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the lar...

BDO
Minneapolis, Minnesota

Tax Compliance Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Significant knowledge of taxation related to pe...

RSM US LLP
Minneapolis, Minnesota

Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients. Remain up-to-date on current tax practices and changes in tax law. RSM’s Global Employer Services first-choice advisory team provides our clients wit...

Deloitte
Minneapolis, Minnesota

Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function wi...

Alight
Minneapolis, Minnesota

As a senior leader, you will ensure excellence in delivery for the entire Tax Filing organization. Oversee and manage the client delivery of tax filing, directly and indirectly, through colleagues and managers. Overseeing client delivery and satisfaction in Tax Filing. Additionally, it involves reso...

Deloitte
Minneapolis, Minnesota

Our Multistate Tax Service’s overall practice includes state income and franchise tax for a wide variety of industries, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy. Are yo...

RSM US LLP
Minneapolis, Minnesota

Includes weekly US Tax Talk, Canada Tax Digest, Tax Policies, Tax Go To Market, Tax Practice Aids and Service Models. The position is focused on growth of Professional Services+ Tax Services through collaborating with Professional Services+ Collaborative and building of unique tax communities betwee...