Investment Management Sr Manager - National Tax Technology - Private Equity/Hedge Fund

  • Chicago, IL
  • Permanent
  • Full-time
  • 1 month ago
An integrated approach to tax requires experienced professionals who push limits and question the status quo. As a member of the National Tax Technology (NTT) Team you will be on the cutting edge of integrating Technology and Tax. The team develops and deploys forward looking internal and go-to-market solutions that help RSM lead in the middle market.

NTT service offerings grow from tax planning ideas, marketplace needs, or technological innovations - all with the purpose of delivering results for our clients. In this role, you will work with organizations undergoing transformative change to develop and implement innovative solutions elevating how tax functions operate.

The Role:
  • Manage the development and use of custom technology tools to assist with the complex tax analysis and reporting needs
  • Be responsible for day-to-day management of multiple client engagements and supervise teams
  • Assist with the design and implementation of proprietary and third-party technologies that make up the RSM technology platform
  • Interact directly with clients and other RSM practices
  • Manage the economics of client projects
  • Mentor and develop engagement staff, providing leadership, counseling, career guidance, and guidance on issues related to work/life fit and retention
  • Five or more years focused in Investment Management taxation required
  • Either knowledge of private equity or knowledge of equities, debt, and derivatives, along with the common tax issues related to trading them, such as wash sales, constructive sales, straddles, market discount, OID, and mark-to-market
  • Knowledge of the hedge or mutual fund tax compliance processes required
  • Previous experience in the implementation and/or design of tax technology solutions a plus
  • Familiarity with portfolio accounting systems a plus (i.e. Advent Geneva, InvestOne, etc.)
  • Bachelor's degree in accounting, finance, or other business-related field required; advanced degree preferred (e.g., MST or JD)
  • CPA, enrolled agent, or other appropriate certification required
  • Big 4 experience (or comparable), fund administrator or industry experience preferred
  • Strong research and communication skills (both written and oral)
  • Strong executive presence and ability to participate in strategic planning initiatives
  • Strong project management, leadership, and client interaction skills
  • Highly disciplined and comfortable in a fast-paced environment
  • Willing to travel
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.



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