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This position has closed. RSM US removed this listing from their careers page on Oct 6, 2026. The interview prep below is still useful, and there are similar open roles at the bottom of this page.

Tax Senior Manager - Financial Services/Asset Management

RSM US · Chicago, IL · $126,100–$253,000 a year · Full time

Posted Sep 21, 2026 · We last checked this listing on Oct 4, 2026

Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a high-value piece of tax advice you gave a fund client. What made it valuable?

What they are checking: Ability to deliver advice beyond compliance, which the role emphasizes.

How do you develop managers and seniors so they can take on more of the review load?

What they are checking: People and talent management, one of the three core duties listed.

How do you build new business with existing asset management clients?

What they are checking: Client service and business development responsibilities at the senior manager level.

What would you do

A hedge fund client asks about the tax impact of a new trading strategy. How do you approach it?

What they are checking: Consulting on trading-related tax issues in the hedge fund space.

A complex engagement is running over budget. What do you do?

What they are checking: Engagement economics and client communication when scope grows.

How do you keep quality high when you're reviewing many returns near a deadline?

What they are checking: Quality control discipline under volume and time pressure.

About the work

Walk me through how you review a partnership return for a private equity fund with multiple tiers.

What they are checking: Technical depth in complex fund partnership returns, the core of this practice.

How do you handle tax allocations and carried interest for a fund of funds?

What they are checking: Expertise in allocation mechanics specific to asset management clients.

What tax issues come up for foreign investors in a US fund?

What they are checking: Knowledge of withholding and ECI concerns common in fund structures.

How do you use technology to manage K-1 production for funds with many investors?

What they are checking: Efficient use of in-field technology the posting highlights.

Practice this interview out loud.

Offer builds a real interview for this exact role at RSM US from your resume and this job description, asks the questions one at a time, and tells you what landed. The first one is free.

Practice this out loud

The full job description

As published by RSM US.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM’s Financial Services practice serves a range of clients in the asset management, capital markets, financial institutions, specialty finance and insurance industries.  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. Responsibilities: • 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 • May have people leadership responsibilities • 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 • Drive growth and profitability to the Asset Management practice by generating new revenue on existing client portfolio, cross selling and identifying new clients for the tax practice • Serving as Tax client service coordinator while developing and executing the firm’s client service plan • 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.) • Remain up-to-date on current tax practices and changes in tax law Basic Qualifications: • Bachelor's degree in Accounting or related field from an accredited university • 8+ 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 • One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements • Extensive tax compliance & consulting experience serving Asset Management clients • Strong working knowledge of tax code and technical aspects of tax preparation and compliance • Ability to manage and grow a book of business • Proven track record simultaneously managing multiple projects and client engagement teams from start-to-end Preferred Qualifications: • Advanced degree (master’s in accounting, Taxation, or MBA) • Proven track record generating new business and extend service opportunities At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits . All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com . RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $126,100 - $253,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.