RSM US LLP

Tax Partner – Financial Institutions

RSM US LLP

full-time

Posted on:

Location Type: Office

Location: New York CityNew YorkUnited States

Visit company website

Explore more

AI Apply
Apply

Job Level

About the role

  • Lead the efforts of multiple teams on client engagements
  • Drive growth and profitability by generating new revenue on existing clients
  • Cross sell into other lines of business
  • Develop new clients for the practice
  • Work closely with RSM’s National Financial Services tax industry leader to develop strategies and initiatives to further grow the Financial Institution tax practice
  • Mentor and coach our people to achieve challenging and rewarding careers

Requirements

  • 12+ years of experience in business taxation working for a Big 4 or a large national or regional accounting firm; or equivalent in law firms or industry with a focus on Financial Institution clients.
  • Bachelor’s degree in Accounting CPA or JD
  • Extensive tax compliance & consulting experience serving Financial Services clients
  • Must be able to support financial growth efforts and manage a book of business.
  • Excellent written and verbal communication skills.
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business taxationtax compliancetax consultingfinancial growth managementbook of business management
Soft Skills
leadershipmentoringcoachingcommunication
Certifications
CPAJD