Tax Supervisor - Financial Services - Financial Institutions

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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.

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

• 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.

Preferred Qualifications

• 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.

At 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 https://rsmus.com/careers/working-at-rsm/benefits.

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 800-274-3978 or send us an email at careers@rsmus.com.

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 employee’s 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.