
Tax Partner – Financial Institutions
RSM US LLP
full-time
Posted on:
Location Type: Office
Location: New York City • New York • United States
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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