RSM US India | Tax Senior Manager, Financial Services

Responsibilities

• 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.
• 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.
• Serve as a Performance Advisor by training, developing, mentoring and/or coaching one or more employees, which will include providing honest and timely performance feedback.
• 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.
• 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.).
• Serving as Tax client service coordinator while developing and executing the firm’s client service plan

Qualifications

• Knowledge of Forms 1120, 1120-F, 1065, 8865, 5471, and 8858 as well as Schedules K-1, K-3, and/or PFIC statements.
• Extensive tax compliance & consulting experience serving Asset Management clients.
• Prior Big 4 experience a plus, or equivalent experience.
• Knowledge of fund accounting and general ledger accounting.
• Strong communication, interpersonal, and organizational skills.
• Strong analytical and communication skills to be able to articulate conclusions, planning opportunities, and risks identified through the research projects.
• Experience with managing projects including scheduling, budgeting, client correspondence and billing, excellent technology (i.e., Microsoft Excel and compliance software), research and writing skills.

RSM US LLP

Ira B. McGladrey opened an accounting practice in Cedar Rapids, Iowa, in 1926, and the firm that grew from it, long known as McGladrey, became RSM US LLP in 2015 when it joined other firms in the RSM International network under the RSM brand. Now headquartered in Chicago, it provides assurance, tax and consulting services with a focus on middle-market companies, and since 1 January 2026 it has worked with RSM UK in a transatlantic partnership. In India the firm operates through RSM US Integrated Services India Private Limited, a subsidiary that provides services to the US firm, with offices in Bengaluru, Gurugram, Hyderabad and Kolkata.

Work in India supports RSM's US practice. Tax roles cover US federal, state and local, international, Canada and pass-through tax, hedge funds and real estate, credits and incentives, and accounting methods. Assurance teams serve financial institutions, private equity funds and technology clients and handle review and compilation work; financial consulting spans fund services, property accounting, technical accounting and finance-as-a-service. Postings usually ask for a B.Com, BBA or accounting degree with a CA, CPA or ACCA; many tax roles also accept an Enrolled Agent, and some prefer an MBA or a master's in accounting or taxation.

• Industry: Professional services: assurance, tax and consulting for middle-market companies
• Headquarters: Chicago, United States (RSM US LLP)
• In India: RSM US Integrated Services India Private Limited, a subsidiary of RSM US LLP, with offices in Bengaluru (two sites at Embassy Manyata), Gurugram, Hyderabad and Kolkata