Tax Supervisor - Financial Services - Financial Institutions
About The Position
RSM's Financial Services practice serves clients across asset management, capital markets, financial institutions, specialty finance, and insurance. This role is focused on serving clients in the financial institutions industry, including banks, bank holding companies, fintech companies, specialty finance companies, broker-dealers, and other regulated financial services organizations. As a Tax Supervisor, you will provide technical tax expertise, lead engagement execution, oversee staff development, and deliver exceptional client service. You will work closely with managers and partners on complex tax compliance, consulting, and planning engagements while acting as a day-to-day contact for clients and engagement teams.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- Four or more years of public accounting tax experience.
- Experience preparing and reviewing federal and state income tax returns.
- Working knowledge of tax law and technical aspects of tax compliance and planning.
- Ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills.
- Eligibility to sit for the CPA exam, EA credential, or licensed attorney.
Nice To Haves
- Active CPA, EA, or licensed attorney.
- Master's degree in Taxation, Accounting, or Business Administration.
- Experience serving financial institutions, banks, bank holding companies, fintech organizations, broker-dealers, or specialty finance companies.
- Experience managing client engagements from planning through delivery.
- Knowledge of ASC 740 and tax provision concepts.
- Experience reviewing complex corporate returns and researching technical tax matters.
Responsibilities
- Review and analyze complex federal and state corporate, consolidated, partnership, and other pass-through tax returns for financial institution clients.
- Review and evaluate tax workpapers for accuracy, completeness, and compliance with firm standards.
- Research and document technical tax issues affecting financial institutions and banking organizations.
- Assist with tax planning opportunities, transaction structuring, and consulting projects.
- Stay current on tax legislation, regulatory developments, and industry-specific issues impacting financial institutions.
- Identify tax risks and opportunities and communicate findings to engagement leadership and clients.
- Serve as a primary contact for clients regarding ongoing tax compliance and consulting matters.
- Communicate complex tax issues in a practical and understandable manner.
- Coordinate with specialists across state and local tax, international tax, tax technology, ASC 740, and transaction advisory services.
- Manage multiple engagements simultaneously while meeting deadlines and maintaining quality standards.
- Assist managers and partners with client relationship management and identification of additional service opportunities.
- Supervise, coach, and mentor associates, senior associates, and interns.
- Provide technical guidance and review feedback to engagement team members.
- Assist with staff development, training, and performance coaching.
- Foster a collaborative team environment focused on continuous learning and professional growth.
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule
- Discretionary bonus based on firm and individual performance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
