Funds Tax Assistant Manager in Surrey

As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle‑market businesses thrive. We are a fast‑growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.

Make an Impact at RSM UK

Our Funds Tax team is a fast‑growing and ambitious practice, offering significant opportunities for progression and development. We work with a broad range of investment funds, fund managers and related vehicles across private equity, venture capital and other alternative asset classes. The team supports clients on both complex tax reporting and advisory matters throughout the fund lifecycle. Typically, we become the “house advisor” looking after every aspect of the structure whether that is partnership tax at the fund level, corporation tax within the group or personal tax for the executives and carry holders. That wide tax technical remit means that we work closely with colleagues across corporate tax, private client services, international tax, VAT, transfer pricing and transaction services alongside close relationships with the audit and consulting practices to provide a fully integrated service to asset managers and their funds.

As an Assistant Manager within the Fund Tax team, you will take ownership of a portfolio of investment manager houses and look after all of the tax issues arising for those clients from delivering high-quality tax reporting services, ongoing support and liaison, to substantial advisory projects. You will review the work of junior team members, support senior colleagues on technical projects, and contribute to business development initiatives. Specific fund tax experience is not required — we are seeking candidates with enquiring minds who will take an interest in the commercial drivers and business models of our clients. The tax issues are diverse enough that almost any previous tax experience will come in useful – we can provide the training and opportunities to learn about the sector specific tax technical aspects.

Key Responsibilities:

• Project managing the tax reporting process for a portfolio of UK and offshore funds and related entities (including partnerships, LLPs, personal tax for executives and corporate holding/service vehicles).
• Supporting delivery of specialist technical assignments, including structuring advice, carried interest matters, investor tax reporting, and fund lifecycle events.
• Applying your existing tax knowledge to complex fund structures and transactions.
• Building deep on‑going relationships with clients and understanding the commercial drivers for all the stakeholders in the complex structures used.
• Collaborating with Partners, Directors and Associate Directors on advisory projects, including fund formation, restructuring, and international tax considerations.
• Supporting business development activities, drafting proposals, networking and raising our profile in the market.
• Playing an active role in coaching and developing junior team members, reviewing their work and providing on‑the‑job training.
• Working collaboratively with other service lines to ensure all client needs are identified and delivered in a coordinated way.

What we are looking for:

We value diverse experiences and perspectives and are looking for an ambitious, career‑driven individual who is ready to take on new challenges and develop their expertise in a growing specialist area. Are you someone who thrives in a technically challenging environment, enjoys applying tax knowledge to complex commercial structures, and values building strong relationships with clients? Are you keen to develop specialist expertise while working closely with clients and becoming a trusted adviser?

Our ideal candidate will have:

• ACA and/or CTA qualified (or equivalent).
• Strong tax technical grounding (in any area) with a desire to dig deep into commercial understanding.
• Experience managing client relationships and delivering work within budget and deadlines.
• An interest in developing expertise in fund taxation and fund management structures.
• Strong analytical skills with attention to detail.
• Excellent communication and interpersonal skills, with the ability to explain complex technical matters clearly.
• Experience supervising and developing junior team members.
• Some commercial awareness of or interest in the fund management and alternative investment industry.
• Prior fund tax experience is not essential — structured training and support will be provided.

What we can offer you:

We recognise that our people are our most important assets. That’s why we offer a flexible reward and benefits package that will help you have a fulfilling experience, both in and out of work.

• 26 Days Holiday (with the option of purchasing additional days).
• Hybrid working.
• Lifestyle, Health and Wellbeing benefits including financial wellbeing tools, electric car scheme and access to a virtual GP.
• Access to a suite of 300+ on‑demand learning courses and structured technical training in fund taxation.
• Clear progression pathways within a growing specialist team.
• Opportunities to work with leading mid‑market fund managers and investment funds.

Diversity and Inclusion at RSM

At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client’s needs. Diverse teams bring a broader range of ideas and insights to work. That’s why we’re working together to ensure our firm’s principles and processes support a firm culture that embraces difference and strengthens inclusion.