Tax Senior Manager - Financial Services/Asset Management
$126.1k - $253kRSM 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, or fund of funds while 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 clientsMay have people leadership responsibilitiesWork 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 firmDrive 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 practiceServe as tax client service coordinator while developing and executing the firm’s client service planAdvise clients on a full spectrum of RSM’s tax services, including planning, research, compliance, and general mergers and acquisitions activitiesReview research findings and ensure conclusions are consistent with firm policies and professional standardsBuild relationships across lines of business to ensure excellent client service through an integrated service approachManage 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 lawBasic Qualifications:Bachelor's Degree in Accounting or related field8+ 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 firmActive CPA, JD/LLM, or EAExtensive tax compliance & consulting experience serving Asset Management clientsStrong working knowledge of tax code and technical aspects of tax preparation and complianceAbility to manage and grow a book of businessProven track record simultaneously managing multiple projects and client engagement teams from start-to-endPreferred Qualifications:Masters of Accounting, Masters of Taxation or MBAProven 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: New York; Chicago; Edison; StamfordType: Full time
- ...Position Description: Tax Compliance Management: # Work with the Tax Director and other tax staff... ...and conduct first review of quarterly asset and annual income testing (teams and... ...rules). Ownership of property service questionnaire process. Development...SeniorAssetLocal area
- ...Financial Services Tax Practice Senior Manager A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the... ...business conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a...SeniorAssetLocal areaOverseas
$132.7k - $303.2k
...EY is a leader in serving the global financial services marketplace and the only professional... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...of professionals providing dedicated tax technical services to both US and...SeniorAssetWork experience placementSummer holidayFlexible hours- Title: Senior Tax AssociateOffice Status: Stamford CT-Hybrid 4x a week in officeSalary: Up to $150,000 baseA $30 billion Family Office/Asset Management Firm is building out their tax and finance department. They are looking for a senior tax associate who will sit in their...SeniorAssetWork experience placementWork at office
$150k
...Banking & Capital Markets Tax Director, you will focus on... ...will review and analyze financial data, prepare and file tax... ...systemic thinking in financial services Leading project management initiatives in banking and... ..., handling proprietary assets, or collaborating closely...AssetH1b$130k - $140k
...inspiring philanthropy and community service, leading by example to show the... ...employees of Point72, a global asset management company.What you'll doManage the... ...corporate community programs, including financial reporting, audit coordination, tax support, and account...SeniorAssetWork experience placementWork at office- ...000017699Salary Type AnnuallyIndustry Asset Management;Financial ServicesSelling Points Lead impactful... ...investment environment.Collaborate with senior leadership to drive strategic... ...maintain integrity in financial records and tax preparation.Conduct detailed financial...SeniorAssetWork at office
- ...Stamford, Connecticut is seeking a senior advisor to join their Charitable Asset Management team. This role focuses on... ...assets, delivering high-quality service, and supervising team performance... ...0 years’ experience in fiduciary tax with expertise in Charitable Remainder...SeniorAsset
$77k - $214k
...At PwC, our people in tax services focus on providing advice... ...review and analyse financial data, prepare and file... ..., and learning how to manage and inspire others. Navigating... ...tax solutions. As a Senior Associate you will... ...handling proprietary assets, or collaborating...SeniorAssetH1b- ...Advisory, Centralized Service & Operations and Wealth... ...complex wealth management needs of clients through... ...liquidity needs.As a Senior Regional Manager you will... ...individual with extensive financial services experience to... ...plans to ensure that asset and service targets...SeniorAssetFull timeWork at office
- ...Senior Vice President of Finance, Hedge Fund Operations About the Company Top-tier asset management firm Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Vice President of Finance for Hedge...SeniorAsset
$160k - $230k
...is looking for a Relationship Manager to join the Enterprise Solutions... ...team, specifically covering Asset Managers and General Partners.... ...new opportunities. This is a senior-level, technical role focused... ...independentlyDemonstrated client service skills with stakeholders and...SeniorAssetFull timeWork at officeRemote work- Our client, a leading financial services firm in Greenwich, CT, is seeking a Senior Accountant to join their growing team. This... ...accounting role focused on management company accounting, financial reporting... ...within financial services (asset management, private equity,...SeniorAsset
$144.21k - $344.2k
...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future... ...a firm.KPMG is currently seeking a Senior Manager to join our State and Local Tax (... ...Responsibilities:Provide tax compliance services to partnerships for Asset Management clientsDeliver...SeniorAssetLocal area$95.6k - $188.4k
...The mission of Quality and Risk Management (QRM) is to manage the risk in our... ...increasingly complex business to improve financial performance and protect the firm’s assets and reputation. The Quality... ...industry. You’ll partner with senior leaders across Quality, Risk, and...SeniorAssetLocal area- ...team at one of the worlds top tax firms. Enjoy a collaborative,... ...firm.KPMG is currently seeking a Senior Associate to join our State... ...and after preparation Build and manage client relationships, and... ...universityExperience providing services to pass-through entities and a...SeniorAssetLocal area
$180.2k - $355.1k
...ends on 09/26/2026. Work you'll do As a Senior Manager on the Organization, Workforce & Change... ...methodologies, frameworks, and reusable assets.Serving as a trusted advisor across workforce... ...demeanorCommitment to client service excellenceAbility to meet deadlinesAbility...SeniorAssetLocal areaVisa sponsorship- ...of assurance and risk management. The person is qualified... ...outlined above. This senior role recognizes the... ...strategies to provide services, solutions and advice... ...economicsIdentifies and discusses key financial and non-financial... ...provides assurance, tax, and advisory services...AssetWork at office
$110k - $188.75k
Charitable Asset ManagementFor 40 years, the Charitable Asset Management team has been a leading provider of asset management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over 200 nonprofit clients. Our...AssetFull timeTemporary workFlexible hours$60 - $65 per hour
...Senior Creative Project Manager – In-House Creative Studio Our client, a leading telecommunications and media organization, is seeking a Senior... ...delivery of creative projects, including campaigns, digital assets, video, print, and experiential activations. Serve as...SeniorAssetContract work$124k - $335k
...SummaryAt PwC, our people in tax services focus on providing advice... ...You will review and analyse financial data, prepare and file tax returns... ...sustained outcomes. As a Senior Manager you are expected to lead... ...information, handling proprietary assets, or collaborating closely...SeniorAssetFull timeH1b$138.23k - $300.04k
...team at one of the world's top tax firms. Enjoy a collaborative... ...is currently seeking a Tax Manager or Senior Manager to join our State... ...Senior Manager:Oversee risk and financial performance of engagements... ...for the hiring practice/service line, your recruiter can provide...SeniorAssetLocal areaRemote work$77k - $202k
.../Sector Not Applicable Specialism Data, Analytics & AI Management Level Senior Associate Job Description & Summary The Opportunity As... ...sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate...SeniorAssetFull timeH1b- Senior Manager, Retail OperationsAbout us:vineyard vines is a highly successful... ...:Store Facilities & Asset ManagementLead the strategy... ...internal stakeholders and external service providers to prioritize,... ...gym as well as health & financial wellness programs to keep you...SeniorAssetFull timeSummer workRemote workRelocation
$120k - $202.5k
State Street Investment Management is seeking a senior-level Consultant Relations professional... ...Management, Client Service, and Investment teams to... ...of relevant experience in asset management, with significant... ...and, eligibility for certain tax advantaged savings plans.For...SeniorAssetFull timeTemporary workFlexible hours$119k - $218.3k
Position Summary Senior Consultant - Regulatory Change - Investment Management - Enterprise Operations & Risk Our Deloitte... ....3+ years of experience in financial services or consulting with exposure to investment management (asset managers, wealth managers, hedge...SeniorAssetVisa sponsorship$110.7k - $218.3k
...support and advisory services covering valuation modeling... ...new challenges, avoid financial pitfalls, and provide... ...6.Work you’ll do As a Senior Consultant on the... ...implementation of Project Management Information Systems (... ...in managing physical assets throughout their lifecycle...SeniorAssetLocal area$198.7k - $391.6k
Position Summary Life Sciences Market Access Senior Manager Throughout the health ecosystem, you’ll find courageous and inspiring people... ...and regulatory landscape, mounting pipeline of next-gen assets and portfolio pressures, and intensifying competition are presenting...SeniorAssetStart working todayLocal areaFlexible hours$100k - $135k
...top-ranked accounting, tax, and advisory firm with... ...to provide exceptional service while fostering long-term... ...are our greatest asset, and we invest in their... ...seeking an experienced Tax Manager to join our Professional... ...and develop staff and senior-level team members.Manage...AssetFull timeLocal area3 days per week$76k - $125.3k
...leader in serving the global financial services marketplace and the only... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...dynamic FSO team! Our FSO Tax and EY EDGE practice is made... ...relationship matters to senior management and subject‑matter...SeniorAssetSummer holidayFlexible hours
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!
- tax manager Stamford, CT
- sr tax manager Stamford, CT
- senior tax director Stamford, CT
- state tax manager Stamford, CT
- hedge fund private equity tax manager Stamford, CT
- sales & use tax manager Stamford, CT
- tax manager public accounting Stamford, CT
- senior international tax manager Stamford, CT
- tax director Stamford, CT
- senior manager tax Stamford, CT

