Tax Supervisor Financial Services Financial Institutions

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RSMs 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.

Key Responsibilities

Technical and Quality Expertise

• 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.

Client Service

• 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.

People Development

• 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.

Basic Qualifications

• Bachelors 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.

Preferred Qualifications

• Active CPA EA or licensed attorney.
• Masters 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.

At RSM we offer a competitive benefits and compensation package for all our offer flexibility in your schedule empowering you to balance lifes demands while also maintaining your ability to serve more about our total rewards at 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; 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; US Military/Veteran status; 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/ 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 or send us an email at .

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.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California please click here for additional information.

At RSM an employees pay at any point in their career is intended to reflect their experiences performance and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including but not limited to education skills work experience certifications location etc. As such pay for the successful candidate(s) could fall anywhere within the stated range.