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$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- RSM US LLP in New York seeks a Tax Partner to lead and grow our Banking tax practice within Financial Services. You will guide multi‑team client engagements, drive revenue growth, and cross‑sell services across the firm. You will mentor professionals, develop future leaders...FinancialTax
- J.P, Morgan Institutional Investment SolutionsInstitutional... ...as a strategic partner to in-house investment... ...closely with U.S. Private Bank Advisors to deliver IIS... ...developing a customized tax-aware investment... ...JPMorganChase, one of the oldest financial institutions, offers...FinancialTaxWork at officeFlexible hours
$185k - $300k
...Corporate & Investment Bank (CIB) delivers a comprehensive... ..., government and institutional clients. We focus on our clients' overall financial needs, with... ...to customers and MPG Partner with traders, salespeople... ...and experience with both tax-exempt and taxable municipal...FinancialTaxOngoing contractFull timeWork experience placementWork at officeImmediate start$70k - $88k
...mortgage origination. We partner with engineers and... ...mission is to create a financial system that favors people, not institutions. We do this by leveraging... ...that, through our partner banks, offers one of the highest... ...portfolios designed to unlock tax savings through...FinancialTax- ...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
- Personetics is shaping the Cognitive Banking era, harnessing AI to help banks... ..., and deliver intelligent financial guidance. Our platform continuously... ...yes, we really are leaders — we partner with the world’s top financial institutions, empowering over 150 million customers...FinancialContract workVisa sponsorship
- ...public and commercial markets in financial services, healthcare,... ...trust in society. We act as partners with our clients and industry... ...industry leaders, including banks, life insurance companies, hedge... ...funds, and nonbank financial institutions. With new competitors entering...FinancialTemporary workImmediate startFlexible hoursShift work
$106.5k - $195.1k
...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 holidayImmediate startFlexible hours- ...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
$120k - $160k
...We’re the Operations Partner trusted by 2,300+ GPs,... ...relationships with the audit, tax, legal, and placement... ...audit, tax, legal, banking, and placement agency... ...of experience in institutional sales, relationship management... ...SaaS platform serving financial services Existing...FinancialTaxFull timeWork at officeLocal areaImmediate startRemote workWork from homeFlexible 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$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$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$107.08k - $128.5k
...Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a... .... Job Overview The Strategic Partner Manager (IC4) represents the... ...solutions. Post-Land Adoption Scale: Drive institutional adoption across multiple...FinancialWork at officeImmediate start- Duties Description Auditor 1 (Tax) performs on-site field... ...hours in finance, money and banking, economics, or business. If... ...opinions or recommendations on financial statements in accordance with... ...must include your name, the institutions name, coursework, credits awarded...FinancialTaxTraineeshipPrivate practiceWork at officeLocal areaRemote workNight shift
$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$150k - $200k
...public finance investment banking franchise with a... ...Our core business is partnering with not-for-profits,... ...through the issuance of tax-exempt and taxable bonds... ...repositioning, and long-term financial strategy.Transaction... ..., debt financing, or institutional relationship...FinancialTaxFull timeLocal area$160k - $200k
...directly with client and partner closely with internal... ...management, treasury, tax, compliance and client... ...degree from an accredited institution. Member in good... ...legal experience within a financial institution or top-tier... ...Inc. is the 15th largest bank in the world as...FinancialTaxFull timeWork at officeLocal areaRemote workWorldwide$35 - $50 per hour
Payments Marketing - Publisher Partner Storytelling Payments Marketing - Publisher Partner... ...US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions... ...today we are a leader in investment banking, consumer and small business banking,...FinancialFull timeTemporary workSeasonal work$200k - $300k
...0,000.00Category: Executive, Banking & International, Investment BankingCompany... ...team that provides tax equity financing and tax... ...maintain relationships with institutional investors, developers, project... ...present financing proposals, financial models, and presentations to...FinancialTaxFull time- Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the... ...manages relationships with our most critical financial institutions, banking, and ecosystem partners. Our team drives the expansion of Stripe's merchant...Financial
- ...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
- ...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
$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$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$176.8k - $218.4k
...WB| COO/CSD US Tax Ops & FATCA | US Tax Operations... ..., ING’s Wholesale Banking division offers a broad range of innovative financial products and services... ...international corporate and institutional clients. When... ...stakeholders and business partners include Front Office,...FinancialTaxHourly payContract workWork at officeRemote workWork from home- ...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
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