Tax - Senior Associate - Financial Services

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The firm is looking for a dynamic Tax - Senior Associate to join our growing tax team in our NY office. As a Tax Senior Associate, you will use your expertise in taxation to provide compliance and consulting services to hedge funds, private equities, investment partnerships, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies and other investment managers. Candidates must be familiar with the tax consulting process and possess the analytical skills necessary for the effective diagnosis, development and implementation of solutions to clients' tax needs. With the firm, you'll have the opportunity to develop and pursue creative approaches to resolve client issues.

In your important role as Tax Senior Associate, you will be responsible for the following:

  • High level federal and multi state review of tax research, partnership work papers, allocations and tax returns
  • Involvement in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions of funds
  • Review of transaction and brokerage account summary, K-1 analysis and detailed partner allocation schedules
  • Advise clients on a full spectrum of tax services, including planning, research, and compliance
  • Assist with new business development, extended service and tax issue recognition for existing clients
  • Develop, motivate, and train staff level team members
  • Manage client needs with respect to tax services and federal and state tax compliance
  • Develop and sustain strong client relationships
  • Keep up-to-date on current tax practices and changes in tax law
  • Provide industry knowledge and expertise

Basic Qualifications

  • Bachelor's degree in Accounting required and CPA or JD required
  • Must have at least 3+ years of financial services tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
  • 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)
  • Experience in public accounting

Preferred Qualifications

  • Masters in Taxation desirable
  • A proven record of building profitable, sustainable client relationships
  • A proven record of simultaneously managing multiple projects and engagement teams for various clients
  • Excellent written and verbal communication skills
  • Highly developed problem solving and analytical skills
  • Project management and critical thinking skills
  • Strong Microsoft Excel and Word skills required
  • Outstanding organizational and time management skills; ability to prioritize multiple assignments
  • Strong attention to detail

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 RSM169
Line of Business: Tax Services
SubFunction: Lead Tax
Job Type: Full Time
Req #: RSM169
Location: 850 Canal St 4th Flr, , Stamford, CT US
Region: Northeast Region
Job Category: Tax
Employment Type: Experienced
Degree Required: Bachelor
Travel: No
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