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, inclusive 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 Capital Markets industry with a focus on broker-dealers, futures commission merchants, investment banks, fintech and proprietary trading & high-frequency trading firms.

Our team focuses on tax compliance and tax consulting for some of the most complex and well-known companies in the capital markets 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 Capital Markets clients, including :
• Broker-Dealers
• Futures Commission Merchants
• Investment Banks
• FinTech
• Proprietary Trading and High-Frequency Trading Firms
• Serve as a Career Advisor, mentor or coach, which will include providing honest and timely performance feedback
• Train and develop staff 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 Capital Markets practice by generating new revenue on existing client portfolio, cross selling and new clients for the tax practice
• Interact directly with clients handling questions, planning, consulting, etc.
• Serving as Tax client service coordinator while developing and executing the firm's client service plan
• Reviewing 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 Capital Markets 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 support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing.

RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off.

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.

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals.

• We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (including gender identity and / or gender expression); 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; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and / or employment / partnership.

RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at redacted or send us an email at redacted .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

Compensation Range : $88,400 - $167,200

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.