Tax Partner - Financial Institutions
RSM, New York, NY, United States
Tax Partner Opportunity
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 has an exciting opportunity for a Tax Partner to join our Financial Services (FS) practice. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in the Financial Institution space. As a Tax Partner for RSM, you will lead the efforts of multiple teams on client engagements and drive growth and profitability by generating new revenue on existing clients, cross selling into other lines of business, and developing new clients for the practice. This Partner will work closely with RSM's National Financial Services tax industry leader to develop strategies and initiatives to further grow the Financial Institution tax practice. As a Tax Partner with RSM, you will have an important role in mentoring and coaching our people to achieve challenging and rewarding careers and developing them into future leaders for our firm. Basic Qualifications: 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 Preferred Qualifications: A proven record of simultaneously managing multiple projects and engagement teams for various clients Project management and critical thinking skills Ability to generate new business and extend service opportunities Experience preparing or reviewing accounting for income taxes in accordance with ASC 740
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 has an exciting opportunity for a Tax Partner to join our Financial Services (FS) practice. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in the Financial Institution space. As a Tax Partner for RSM, you will lead the efforts of multiple teams on client engagements and drive growth and profitability by generating new revenue on existing clients, cross selling into other lines of business, and developing new clients for the practice. This Partner will work closely with RSM's National Financial Services tax industry leader to develop strategies and initiatives to further grow the Financial Institution tax practice. As a Tax Partner with RSM, you will have an important role in mentoring and coaching our people to achieve challenging and rewarding careers and developing them into future leaders for our firm. Basic Qualifications: 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 Preferred Qualifications: A proven record of simultaneously managing multiple projects and engagement teams for various clients Project management and critical thinking skills Ability to generate new business and extend service opportunities Experience preparing or reviewing accounting for income taxes in accordance with ASC 740