Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior Manager - Financial Services/Asset Management

$126.1k - $253k

RSM International

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, 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.RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries.  On this particular team, you’ll work with clients in the asset management industry with a focus on private equity funds, hedge funds and/or FoF clients utilizing top in-field technology and national resources. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known funds in the industry.  As a Tax Senior Manager, you will be responsible for the following job duties, which are centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. Responsibilities: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 Serving 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 Reviewing 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 Basic Qualifications:Bachelor's degree in Accounting or related field from an accredited university 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 One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; or active Attorney license 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 Preferred Qualifications:Advanced degree (master’s in accounting, Taxation, or MBA) Proven track record generating new business and extend service opportunitiesAt 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 .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; 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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io 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. For those living in California or applying to a position in California, please click here for additional information.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: $126,100 - $253,000Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: ChicagoType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Tax Senior Manager - Financial Services/Asset Management in Chicago, IL vacancy
  • $124k - $335k

     ...SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob Description &...  ...OpportunityAs a State and Local Tax Financial Services Senior Manager, you will play a pivotal...  ...information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Chicago, IL
    1 day ago
  • $250k - $290k

     ...EY's full spectrum of services, we've reimagined strategic...  ...line, the Deal Management - Financial Services practice works...  ...responsibilities As a Senior Director with EY-...  ...banking, capital markets, asset management, and/or...  ...assurance, consulting, tax, strategy and transactions... 
    Senior
    Asset
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Chicago, IL
    5 days ago
  •  ...,000 people with proprietary assets and platforms, deep process and...  .... Through our Reinvention Services, we offer broad expertise across...  ...data, analytics, AI, change management, talent, and sustainability...  ...total enterprise reinvention.Financial Services Payments PracticeThe... 
    Senior
    Asset
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Chicago, IL
    4 days ago
  • $124k - $335k

     ...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior ManagerJob...  ...SummaryAt PwC, our people in tax services focus on providing advice...  ...efficiencies. As a Senior Manager you are tasked with...  ...information, handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Chicago, IL
    7 hours ago
  • $124k - $335k

     ...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior...  ...& SummaryThe OpportunityAs an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a...  ...structuring tax strategies for our Financial Services clients. Your insights will help... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Chicago, IL
    1 day ago
  • $124k - $335k

     ...ManagementSpecialismIndustry Tax PracticeManagement...  ...career in our Financial Services Tax practice, within Corporate...  ...tax obligations while managing the impact tax has on...  ...in the future.As a Senior Manager, you'll work as...  ...OpportunityAs part of the Asset and Wealth Management... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Chicago, IL
    3 days ago
  • $143.4k - $216.9k

     ...of Salesforce.We are looking for an experienced Senior Industry Product Marketing Manager to join our Financial Services industries team.You will drive awareness of how...  ...Services industry (banking, wealth and asset management, and insurance) that drive pipe, help... 
    Senior
    Asset
    Full time

    Salesforce

    Chicago, IL
    1 day ago
  • $124k - $335k

     ...SectorNot ApplicableSpecialismInternational Tax ServicesManagement LevelSenior...  ...SummaryThe OpportunityAs an International Tax Services - Senior Manager, you will provide strategic advice and...  ...information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    Full time
    H1b
    Shift work

    PwC

    Chicago, IL
    2 days ago
  •  ...industries: insurance, wealth management, retirement services. Additional experience...  ...about the nuances of the Financial Services industry broadly,...  ...challenges. The work: As a Senior Manager, you will apply your...  ...services, solutions and assets across Strategy & Consulting... 
    Senior
    Asset
    Full time
    Contract work
    Live in
    Work at office
    Local area

    Accenture

    Chicago, IL
    2 days ago
  • $124k - $335k

     ...MarketsSpecialismIndustry Tax PracticeManagement...  ...SummaryA career in our Financial Services Tax practice, within...  ...tax obligations while managing the impact tax has on...  ...and in the future.As a Senior Manager, you'll work as...  ...handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas
    Shift work

    PwC

    Chicago, IL
    1 day ago
  • Project Manager - InsuranceLocation: Chicago, US | Practice Area...  ...programme governance, partner with senior stakeholders, and develop...  ..., with consulting and/or financial services experience preferred....  ...Banking & Payments, or Wealth & Asset Management.Proven experience... 
    Senior
    Asset
    Flexible hours

    Capco

    Chicago, IL
    7 hours ago
  • $215k - $275k

     ...future. You'll help banks, asset management and insurance organizations...  ...business processes to improve financial performance, operational efficiency...  .... With expertise in full-service, end-to-end solutions for...  ...platforms.In this role, the Senior Director would drive... 
    Senior
    Asset
    Full time
    Work at office
    Local area

    Huron Consulting Group

    Chicago, IL
    3 days ago
  • $215k - $275k

     ...future. You'll help banks, asset management and insurance organizations...  ...business processes to improve financial performance, operational efficiency...  .... With expertise in full-service, end-to-end solutions for...  ...products.In this role, the Senior Director leads Huron's Data... 
    Senior
    Asset
    Full time
    Local area

    Huron Consulting Group

    Chicago, IL
    3 days ago
  • $124k - $335k

     ...At PwC, our people in tax services focus on providing advice and guidance to clients on tax...  ...automation, and increased efficiencies. As a Senior Manager you are to lead large projects,...  ...customer information, handling proprietary assets, or collaborating closely with team... 
    Senior
    Asset
    H1b

    PwC

    Chicago, IL
    4 days ago
  • $120.75k - $243.92k

     ...value of equity shares, assets or complex financial instruments for mergers...  ...acquisitions, financial reporting, tax and other regulatory...  ...Testing, employee or management incentive scheme...  ...currently seeking a Manager or Senior Manager, Financial Services Valuation to join our... 
    Senior
    Asset
    Full time
    Local area

    KPMG

    Chicago, IL
    2 days ago
  • $150k

     ...MarketsSpecialismIndustry Tax PracticeManagement LevelDirectorJob...  ...will review and analyze financial data, prepare and file tax...  ...thinking in financial services- Leading project management initiatives in banking and...  ..., handling proprietary assets, or collaborating closely... 
    Asset
    Full time
    H1b

    PwC

    Chicago, IL
    7 hours ago
  • $124k - $335k

     ...Merger and Acquisition Tax practice, within Tax services, will provide you...  ...our clients meet and manage their tax...  ...analyse and quantify tax assets, assess tax risks, and...  ...in the future.As a Senior Manager, you'll work...  ...the performance of financial analyzes to assess key... 
    Senior
    Asset
    Full time
    H1b
    Local area
    Overseas

    PwC

    Chicago, IL
    1 day ago
  • $170k - $190k

     ...memos including the following:Oversee lease accounting under ASC 842, ensuring accurate lease classification, right-of-use asset accounting, and financial disclosuresStock based compensation plans and modification accounting considerationsEnsuring ASC 606 revenue... 
    Senior
    Asset

    Robert Half

    Chicago, IL
    2 days ago
  • $77k - $214k

     ...ManagementSpecialismIndustry Tax PracticeManagement...  ...our people in tax services focus on providing...  ...and analyse financial data, prepare and...  ...learning how to manage and inspire others...  .... As a Senior Associate you shall...  ...handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    Second job
    H1b

    PwC

    Chicago, IL
    7 hours ago
  • $77k - $214k

     ...ManagementSpecialismIndustry Tax PracticeManagement...  ...our people in tax services focus on providing...  ...and analyse financial data, prepare and...  ...learning how to manage and inspire others...  ...solutions. As a Senior Associate you will...  ...handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Chicago, IL
    1 day ago
  • $120k - $150k

     ...of the Private Wealth Management portfolio, including trust...  ...banking. As a Senior Audit Manager, you'll...  ...investments, advisory services, and trust activities....  ...certification such as Chartered Financial Analyst (CFA),...  ...securities licenses is an asset.You're able to travel.... 
    Senior
    Asset
    Full time
    Remote work
    Shift work
    2 days per week

    CIBC Bank

    Chicago, IL
    1 day ago
  • $124k - $280k

     ...Markets and Accounting Advisory Services)Management LevelSenior ManagerJob...  ...Accounting Advisory Services - Senior Manager, you will provide...  ...range of technical accounting, financial reporting, transaction...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Chicago, IL
    3 days ago
  • $77k - $214k

     ...ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob...  ...in our State and Local Tax Financial Services practice, within State and...  ...now and in the future.As a Senior Associate, you'll work as...  ..., handling proprietary assets, or collaborating closely with... 
    Senior
    Asset
    Full time
    H1b
    Local area

    PwC

    Chicago, IL
    1 day ago
  • $77k - $202k

     ...Markets and Accounting Advisory Services)Management LevelSenior AssociateJob...  ...SummaryThe OpportunityAs a Senior Associate in Deals - Capital...  ...guidance on technical accounting, financial reporting, transaction...  ...information, handling proprietary assets, or collaborating closely... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Chicago, IL
    3 days ago
  • $124k - $335k

     ...ApplicableSpecialismInternational Tax ServicesManagement...  ..., our people in tax services focus on providing...  ...efficiencies. As a Senior Manager you are to lead large...  ...partnership taxation- Assisting financial services companies and...  ...handling proprietary assets, or collaborating... 
    Senior
    Asset
    Full time
    H1b

    PwC

    Chicago, IL
    1 day ago
  •  ...operator with a large U.S. property management portfolio is seeking a Senior Associate General Counsel to join...  ...attorney who enjoys working closely with asset management, leasing, and...  ...strongly preferred. Strong client service mindset with the ability to provide... 
    Senior
    Asset
    Work at office

    Confidential

    Chicago, IL
    4 days ago
  •  ...Description Job Description Senior Accountant – Chicago (3 days...  ..., an extremely reputable asset management firm based in Chicago, is...  ...leadership and plays a key role in financial reporting and process...  ...public accounting or financial services preferred) ~ Strong... 
    Senior
    Asset
    Work at office
    3 days per week

    Geneva Search Partners

    Chicago, IL
    3 days ago
  • $175k - $227.5k

     ...the world’s leading internet financial platform companies, building...  ...economy through digital assets, payment applications, and programmable...  ...is seeking a seasoned Senior Manager of Internal Audit to lead...  ...committees. Experience in financial services, fintech, payments, or high-... 
    Senior
    Asset
    Work at office
    Flexible hours

    Circle

    Chicago, IL
    3 days ago
  • Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility...  ...of large corporate or financial institution clients. As a...  ...transaction processing and asset management. We offer a... 
    Senior
    Asset
    Flexible hours

    JP Morgan Chase

    Chicago, IL
    2 days ago
  • $83.1k - $141.3k

     ...a global leader in innovative wealth management, asset servicing, asset management and banking services...  .... With more than 135 years of financial experience and over 24,000 partners,...  ...a highly analytical, detail-oriented Senior Accountant to join the Treasury Support... 
    Senior
    Asset
    Full time
    H1b
    Work at office
    Work from home
    Worldwide
    Flexible hours

    Northern Trust

    Chicago, IL
    7 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior Manager - Financial Services/Asset Management. Be the first to apply!