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
- ...asset management and banking services, Northern Trust... ..., corporations and institutions. Since 1889, we have aligned... ..., whom we call partners, and to provide to our... ...more than 135 years of financial experience and over 24... ...issues, regulatory and tax changes, and broader financial...FinancialTaxFull timeWork experience placementH1bWorldwideFlexible hours
$225k - $250k
...Drive growth for national banking leaders while working alongside... ...Chicago practice. Hybrid Financial Institutions Associate Attorney Benefits... ...disability insurance - Domestic partner benefits - Employee... ...dependent care FSAs - Pre-tax transportation benefits -...FinancialTaxTemporary workCasual workRelocation package$85k - $240k
...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...FinancialTax$90k - $107.5k
...decisions.• Develop expertise in financial statement analysis and... ...publication of accounting and tax insights through timely, high... ...brand recognition across major institutional investors, hedge funds and wealth... ...Accounting, Investment Banking, or a Financial Analyst role....FinancialTaxFull timeRelocationFlexible hours$114.5k - $194.7k
...asset management and banking services, Northern Trust... ..., corporations and institutions. Since 1889, we have aligned... ..., whom we call partners, and to provide to our... ...more than 135 years of financial experience and over 24... ...Financial Reporting, Tax Reporting, Treasury/Budgeting...FinancialTaxFull timeWork experience placementH1bWorldwideFlexible hours- ...of asset-backed finance and tax-advantaged investments. Make... ...and contribute to innovative financial solutions.Job responsibilitiesManage... ...one of the oldest financial institutions, offers innovative financial... ...are a leader in investment banking, consumer and small business...FinancialTax
$135k - $165k
...building a relationship-oriented bank for the modern world. We need... ..., please visit CIBC.comThe Tax Manager, Corporate Tax at... ...740, supporting tax-related financial reporting and disclosures, and... ...tax issues affecting financial institutions and bank holding companiesExperience...FinancialTaxFull timeLocal areaRemote work3 days per week- ...High Net Worth individuals and institutions. This individual has... ...come from three primary sources:Bank-referred opportunitiesExisting... ...investing, trust and estates, financial planning, insurance, alternative... ...investments, family wealth, tax considerations, and other related...FinancialTax
$205.7k - $360.1k
...asset management and banking services, Northern Trust... ..., corporations and institutions. Since 1889, we have aligned... ..., whom we call partners, and to provide to our... ...more than 135 years of financial experience and over 24... ...ETFs, custom active and tax‑managed SMAs—to inform...FinancialTaxOdd jobFull timeH1bWorldwideFlexible hours$40 - $50 per hour
...Business Analyst that has a strong banking background and preferably... ...'s product offerings and financial institution clients by leveraging deep... ...01(k) Retirement Plan - Pre-tax and Roth post-tax contributions... ...2026.About TEKsystemsWe're partners in transformation. We help...FinancialTaxPermanent employmentContract workTemporary workRemote work- ...the deployment of the bank’s corporate resources to... ...business: e.g. legal, tax, regulatory, capacity issues... ...costs.Analyze financial performance, including... ...forward implementation.Partner with the business, Operations... ...of the oldest financial institutions, offers innovative...FinancialTaxVisa sponsorship
$58.3k - $111.9k
...of our DNA across our audit, tax, and consulting groups. That'... ...variety of clients within the financial services industry. In this... ...documentation, and compliance with bank policies while gaining... ...to a broad range of financial institutions and lending portfolios. Working...FinancialTaxLocal area$165k - $180k
DescriptionAbout Capstone Partners:Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been... ...integrated range of investment banking and financial advisory services uniquely tailored to help...FinancialFull timeWork at officeRemote workWork from homeFlexible hours$260k - $390k
...to elevate their elite banking practice. § Title:... ...dominant presence in the financial sector. Their Chicago... ...by premier ranking institutions for acting on behalf of... ...alongside globally renowned partners. § Duties: The... ...and acquisitions, tax, and restructuring, to...FinancialTaxFull timeImmediate start$200k - $275k
...strategic and results-driven Chief Financial Officer (CFO) to help advance our established... .... Reporting to the CEO and a key partner to the executive team, this leader... ...with external partners, including banking institutions, auditors, tax advisors, and valuation...FinancialTaxFull timeWork at officeLocal areaFlexible hoursNight shift- ...We are partnering with a well-established, privately held... ...experienced and strategic Chief Financial Officer to join its... ...relationships with banks, lenders, investors, and financial institutions. Evaluate debt... ...Manage external audits and tax compliance activities....FinancialTax
- ...governments, you will partner with a cross functional... ...directly purchased tax exempt financings, BAN... ...understanding of the business, financial and sector risks faced... ...in commercial banking/lending including extensive... ...the oldest financial institutions, offers innovative...FinancialTaxLocal area
- ...capital structure, cash forecasting, banking relationships, and financial risk management. This role ensures the... ...leadership, the Director of Treasury partners closely with FP&A, Accounting, Tax, and external financial institutions to support the company’s operational and...FinancialTaxTemporary work
$99.6k - $169.2k
...asset management and banking services, Northern Trust... ..., corporations and institutions. Since 1889, we have aligned... ..., whom we call partners, and to provide to our... ...more than 135 years of financial experience and over 24... ...wealth transfer, and tax efficiency goals.3. Prepare...FinancialTaxFull timeH1bWork at officeWork from homeWorldwideFlexible hours- ...Credit Analyst – Federal Bank Position Overview The... ...public-sector entities; analyzing financial and non-financial risks; and... ...borrower financial statements, tax returns, bank statements, and... ...within a bank or financial institution. Experience in a regulated...FinancialTaxRotational programFull timeInternshipWork at office
- ...The Chief Financial Officer (CFO) is a core member of... ...team and a strategic partner in shaping the firm’s... ...of accounting, audit, tax, and compliance functions... ...strategy, and maintaining institutional credibility with... ..., including auditors, banking partners, insurance advisors...FinancialTaxContract workWork at office
- ...prospects and clients. You partner closely with Sales to define... ...in close collaboration with Banking and Treasury OfficersLead solutioning... ...Check Employment History Tax Filing History (possibly)... ..., one of the oldest financial institutions, offers innovative financial...FinancialTaxPermanent employment
$119.77k - $140.9k
At U.S. Bank, we’re on a journey to do our best.... ...make better and smarter financial decisions and enabling... ....Key Activities• Partnering with Credit Risk Management... ...Estate and various Tax Credit programs, credit... ...sized or large banking institution- Considerable understanding...FinancialTaxFull timeTemporary workWork experience placementWork at officeLocal area3 days per week$120.75k - $243.92k
...equity shares, assets or complex financial instruments for mergers and... ..., financial reporting, tax and other regulatory standards... ...services industry (including banking, specialty lending, insurance... ...firm, valuation firm, financial institution, or similar professional services...FinancialTaxLocal area$85k - $240k
...key stakeholders and partners throughout the business... ...world to reach their financial goals. Our advisor-led... ...investment management, banking and comprehensive advice... ..., as well as select institutions, including foundations... ...beyond, which may include tax and estate planning,...FinancialTaxFull timeTemporary workPart timeWork at officeLocal area- ...world to reach their financial goals. Our advisor-led... ...investment management, banking and comprehensive advice... ..., as well as select institutions, including foundations... ...beyond, which may include tax and estate planning,... ...with a variety of partners across the firmEntrepreneurial...FinancialTaxApprenticeship
- ...Payable Manages documentation of individual and institutional funds received Provides all monthly and quarterly financial reports Develops and maintains sound fiscal... ...the Board Maintains agency records including tax and banking documentation, board and vendor information,...FinancialTaxFull timeWork at officeLocal area
$105k - $140k
...and our community, serving the banking needs of countless businesses, organizations, institutions, and individuals, many for multiple... ...include establishing financial status by developing and implementing... ...preparation of the annual corporate tax return. Prepare the quarterly...FinancialTaxFull time- ...Wealth Management serves the financial needs of private clients, including... ..., business owners, and institutions. Since our founding in 1931,... ...technology and resources of a large bank while focusing on providing... ...intermediary services for tax-deferred exchanges. Why...FinancialTaxTemporary workFlexible hours
$275k
...relationship management and investment banking services including strategic... ...7. Manages highly complex financial modeling, pitch-book... ...accidental death and dismemberment, tax-preferred savings accounts,... ...number: R0111139Profession: Corporate and Institutional BankingFinancialTaxFull timePart timeBank staffShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Partner - Banking & Financial Institutions. Be the first to apply!

