Tax Manager - Financial Services/ Specialty Finance

Position Summary:

RSMs Financial Services practice serves a range of clients in the specialty finance space. On this team, youll work with clients in the Specialty Finance industry which includes finance companies in the non-bank lending space, most common are FinTech, installment lenders, auto lenders, merchant cash advance companies, debt buyers, financial technologies/marketplace lenders, buy- here pay-here companies, lease-to-own companies. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known specialty finance companies in the industry.

As a Tax Manager, you will be responsible for the following job duties, which are centered around two core concepts: your technical & quality expertise and delivering excellent client service.

Responsibilities:

• Provide detail review and analysis of complex Federal partnership (Private Equity PortCo / Operating Partnership Go System).
• Work on multiple complex issues while communicating in a non-technical matter to facilitate communication between the client and the service team, all while managing risk for both the client and the firm
• Interact directly with clients handling questions, planning, concerns, etc.
• Develop, motivate, and train staff level and intern team members
• Performing, documenting, and summarizing research and conclusions regarding specific tax issues
• Remain up to date on current tax practices and changes in tax law

Basic Qualifications:

• Master's degree in accounting or related field.
• 7+ 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 firm.
• Prior tax compliance & consulting experience serving Asset Management clients.
• Working knowledge of tax code and technical aspects of tax preparation and compliance.
• Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements.
• Active CPA, EA, CA, mandatory.

Preferred Qualifications:

• Masters of Accounting, Masters of Taxation or MBA
• Proven track record managing client engagements from start-to-end