Tax Partner - Banking & Financial Institutions
RSM International
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 and focus on continuing to build out our Banking tax practice throughout the New York and Northeast Markets. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in the Banking 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 Banking 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 Banking & Financial Institution clients.Bachelor’s degree in AccountingCPA or JD Extensive tax compliance & consulting experience serving Financial Services clientsMust be able to support financial growth efforts and manage a book of business.Excellent written and verbal communication skillsPreferred Qualifications:A proven record of simultaneously managing multiple projects and engagement teams for various clientsProject management and critical thinking skillsAbility to generate new business and extend service opportunitiesExperience preparing or reviewing accounting for income taxes in accordance with ASC 740At RSM, we offer a competitive benefits and compensation package for all our people. 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 .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; 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/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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io 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.SummaryLocation: New York; ChicagoType: Full time
$115k - $270k
...spirit, a passion for the financial markets and the desire... .... This role is in our Partner Family Office. OUR... ...investment management, banking and comprehensive... ...families, as well as select institutions, including foundations... ..., which may include tax and estate planning, philanthropic...FinancialTaxFull timeTemporary workPart timeWork at office$80k - $160k
...spirit, a passion for the financial markets and the desire... ...is in our Goldman Partner Office (GPO) on the Investing... ...management, banking and comprehensive advice... ...families, as well as select institutions, including foundations... ..., which may include tax and estate planning,...FinancialTaxFull timeTemporary workPart timeWork at office- ...opportunities from within the Private Bank by leveraging relationships... ...Client Advisors, Wealth Partners, Family Office, and Business... ...equity plans, and enterprise financial wellness.Corporate Lead... ...one of the oldest financial institutions, offers innovative financial...FinancialWork at office
- ...rely on to live a healthier financial life. We work with thousands... ...500, and many of the largest banks to make it easy for people to... ...network covers 12,000 financial institutions across the US, Canada, UK and... ...relationships with strategic partners. Through integrations, these...FinancialWork experience placementLocal area
$132.1k - $301.6k
...0Job Function: Business Tax Services (BTS)Employer:... ...leader in serving the global financial services marketplace and... ...from our most venerable institutions to dynamic new entrants across Banking and Capital Markets,... ...network and diverse ecosystem partners, EY teams can provide...FinancialTaxWork experience placementSummer holidayLocal areaImmediate startFlexible hours$110k - $140k
...Americas, ING’s Wholesale Banking division offers a broad range of innovative financial products and services... ...corporate and institutional clients. When you come... ...class finance business partnering services to our clients... ...Management, Head-Office teams, Tax, and others). The...FinancialTaxFull timeWork at officeWork from home- ...Chief Financial Officer (CFO) About the Company A community bank seeking a dynamic CFO to lead accounting and growth.... ...growth strategies for financial institutions. The CFO will be responsible for... ...including preparing and filing tax returns, financial statements,...FinancialTax
$100k - $160k
...families, as well as select institutions, including foundations... ..., which may include tax and estate planning,... ...planning and private banking and lending services.... ...to its full potential Partner with internal and external... ...wealth management, financial services, or related...FinancialTaxFull timeTemporary workPart time$60k - $70k
...relative value markets. The firm partners primarily with institutional investors and is known for its... ...records including onboarding, tax documentation, and banking instructions Assist with expense... ...management, private equity, or financial services a plus Experience...FinancialTax- ...Solutions team, you will oversee financial operations of private equity... ...reporting, accounting, tax, internal controls, and oversight... ...one of the oldest financial institutions, offers innovative financial... ...we are a leader in investment banking, consumer and small business...FinancialTax
$200k - $225k
...York, United StatesCategory: Banking & InternationalCompany: CitiCitigroup... ...: Prepare and review complex financial models for companies and/or... ...and coordinating with legal, tax and other advisory teams.... ...to $225,000Job Family Group: Institutional BankingJob Family: Investment...FinancialTaxFull timeRemote work$150k - $200k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment... ...sector entities and not-for-profit institutions in the United States. The... ...financial strategies and structures tax-exempt and taxable offerings...FinancialTaxTemporary workWorldwide- ...Job Description Sloomoo Institute is a rapidly growing... ...as a strategic thought partner to the finance team to... ...that the organization's financial vision is implemented promptly... ..., annual audits, banking, and expense allocations... ...sales and commercial rent tax returns. Support the...FinancialTaxSummer workFlexible hours
- ...individuals, advisors and institutions with strategies and... ...for use in the Private Bank (PB), Chase Wealth Management... ...strategic objectives.Partner with leaders across the... ..., risk, finance, tax, operations and technology... ...years of experience in financial services, preferably with...FinancialTax
$250k
...acts as a senior operations partner to Wealth Business leadership... ...support activities covering banking, custody, and investment... ...with KYC, Compliance, Legal, Tax, and Technology teams to resolve... ...within a large, regulated financial institution.Strong subject‑matter expertise...FinancialTaxFull time- ...break down barriers to financial progress for financial... ...brought to market a tax-smart investment strategy... ...and internal partners on product design, requirements... ...the oldest financial institutions, offers innovative... ...leader in investment banking, consumer and small business...FinancialTax
$250k
...securities firms andinvestment banks in the nation. We... ...equity research, and institutional sales... ...and dependent carePre-Tax Commuter Benefits401(k... ...status,registered domestic partner status, uniform service... ...Rule17a-3, et. seq., Financial Industry Regulatory Authority...FinancialTaxFull timePrivate practiceWork at officeImmediate start- The Tax-Smart team within Customized Managed Account Solutions... ..., you will focus on partnering with research teams to build... ...JPMorganChase, one of the oldest financial institutions, offers innovative financial... ...are a leader in investment banking, consumer and small business...FinancialTaxFull time
- ...distinctive Specialist Bank serving clients... ...sponsors, asset managers, institutional investors, commercial... ...transactionsTax equity and tax credit... ...matters independently while partnering effectively with business... ...infrastructure developer, bank or financial institution.I am good...FinancialTaxFull time
$300k
...aligned to the firm's Banking sectors exhibiting the... ...(Buy, Hold, Sell) to institutional buy-side clients. 2. Conduct... ...concisely10. Strong partnering and leadership... ...Eligible Employees of Truist Financial Corporation: All... ...death and dismemberment, tax-preferred savings accounts...FinancialTaxFull timePart timeShift workDay shift$300k
...project & corporate finance, tax equity and tax credits, policy... ...System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR,... ...accounting and tax firms, and banks. Educate buyers on the critical... ...experience Selling tax-related financial products to corporates and family...FinancialTaxRemote work- ...management and private banking solutions. Wealth... ...their goals. The Senior Tax Strategist will join the... ...available to them.Work with partners across both the... ...demanding role in the financial services industry, preferably... ...the oldest financial institutions, offers innovative...FinancialTaxWork experience placementWork at office
- ...investor relations, execution, tax, research and finance, based... ...shareholders, operating partners, and co-investorsMonitoring... ...capabilities and skillsInvestment banking, project finance and/or... ...JPMorganChase, one of the oldest financial institutions, offers innovative financial...FinancialTax
$115k - $210.8k
...is a leader in serving the global financial services marketplace and the only... ...of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...opportunityEY's State and Local Tax (SALT) team is a growing practice...FinancialTaxSummer holidayLocal areaImmediate startFlexible hours- ...Product Administration, Tax, and Business and... ...regulatory environment and partnering with Legal and... ...10 years mutual fund/institutional account experienceKnowledge... ...JPMorganChase, one of the oldest financial institutions, offers... ...leader in investment banking, consumer and small...FinancialTaxContract work
$175k
...relationship management and investment banking services including strategic... ...includes industrials, financial sponsors, consumer and retail, healthcare, financial institutions, energy, and technology, media... ...accidental death and dismemberment, tax-preferred savings accounts,...FinancialTaxFull timePart timeBank staffShift workDay shift- ...management and private banking solutions. Wealth... ...compensation arrangements.Partner with the Private Bank... ...firm—including legal, tax, human resources, and... ...regulatory, strategic, and financial objectives.Serve as a... ...the oldest financial institutions, offers innovative...FinancialTaxWork experience placementBank staffWork at office
$80k - $160k
...professional with a passion for financial planning? The GS PFO planning... ...planning solutions, including tax planning and preparation,... ...planning, investment management, banking and comprehensive advice to a... ...technology, data and design.Goldman Partner Office (GPO)GPO provides...FinancialTaxFull timeTemporary workPart timeWork at office$175k - $225k
...TD Bank is seeking an Associate in the Investment Banking - Financial Institutions Group based in New York, New York. In this role, you will support senior team members with transaction structuring, research, and client engagement. Ideal candidates will have an undergraduate...Financial- ...primarily in debt securities and tax credit finance, with a... ...Band 1 and advises investment banking firms, commercial banks, utilities... ...with sophisticated financial products and complex credit structures... ...market-leading financial institutions and organizations The firm is...FinancialTaxContract workLocal area
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