Financial Services State & Local Tax Manager

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RSM is seeking an experienced, energetic and self-motivated state and local income and franchise tax specialist to join our dynamic and collaborative State and Local Tax practice, focusing on Financial Service clients.  RSM’s collaborative and entrepreneurial culture provide a career-focused individual with the opportunity to be an integral part of an expanding State and Local Tax (SALT) practice.  Operating out of 76 major metropolitan cities centered around 5 geographic regions, we take pride in being the premier service provider for middle market companies, while also having the depth and expertise to service to our Fortune 1,000 clients.  In addition, through RSMs affiliate network firm’s we have access to a global network of
professionals consisting of more 22,000 professionals in more than 100 countries.

Position Description:  

  • Ability to integrate with clients and the overall tax team to review state tax returns and provide state tax consulting for hedge funds, private equity funds, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies and other investment managers – including nexus studies, apportionment and sourcing analysis, voluntary disclosures and merger and acquisition consulting and other state tax consulting
  • Be able to provide written technical advice in the form of technical memos or other technical forms
  • Responsible for managing a team of 5 – 7 SALT tax associates and seniors 
  • Providing timely, high quality client service that meets or exceeds client expectations with tax advice and consultation that enable clients to increase shareholder value
  • Manage tax assignments and related projects
  • Plan and coordinate the flow of information with the client
  • Review work papers and state tax returns
  • Research and resolve technical issues
  • Participate in the billing and collection process
  • Expected to recognize opportunities for providing additional services to clients, marketing technical specialty or expertise to client
  • Expected to be the client point of contact for multiple engagements.  As Manager, you will be the face of SALT for our clients
  • Responsible for overall management of the engagement

Basic Qualifications: 

  • Minimum of Bachelor's degree in Accounting, preferred Master in Taxation or LLM in Taxation
  • CPA, member of a Bar Association, EA or other accredited designation which demonstrates above average knowledge of income and franchise taxes (including IPT’s CMI)
  • 5+ years of experience in state and local income and franchise
  • Knowledge of Subchapter K, financial products, wash sale and constructive sale rules, and aggregate allocations and the ability to read subscription and partnership agreements
  • Understanding of trader vs. investor rules, OID, swaps and/or derivatives, market
    discount rules, incentive allocations and common hedge fund structures
    (i.e. master feeders)
  • Working knowledge of ProSystem, InSource, RIA Checkpoint, and CCH IntelliConnect  

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req3554_New Jersey
Line of Business: Tax Services
SubFunction: SALT IF
Job Type: Full Time
Req #: req3554_New Jersey
Location: 379 Thornall Street, 2nd Floor, Edison, NJ US
Region: Northeast Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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