Tax Senior Manager - Financial Services/Financial Institutions

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 complex clients in the Financial Institutions industry with a focus on financial institutions and banks. Our team focuses on tax compliance and tax consulting for some of the most complex and well-known companies in the financial institutions and banking 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 complex client engagements with a focus on high-value quality tax advice and seek to expand services to Financial Institution clients

• May have people leadership responsibilities

• Develop, motivate, and train staff level team members

• 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 Financial Institutions practice by generating new revenue on existing client portfolio, cross selling and acquiring clients for the tax practice 

• Interact directly with clients handling questions, planning, consulting, etc.  

• Serve as tax client service coordinator while developing and executing the firm’s client service plan 

• Review 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 corporate client needs with respect to tax services and federal and state tax compliance 

• Remain up-to-date on current tax practices and changes in tax law

• Some travel may be required (varies based on location, line of business and client need) 

Basic Qualifications: 

• Bachelor's Degree in Accounting or related field

• 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  

• Active CPA, JD/LLM, or EA  

• Extensive tax compliance & consulting experience serving Financial Institution 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: 

• Masters of Accounting, Masters of Taxation or MBA

• Proven track record generating new business and extending 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,