Tax Supervisor - Financial Services/Capital Markets

4-10 yrs required

Full-time

No

The Tax Supervisor position in the Financial Services/Capital Markets industry at RSM offers a competitive salary range of $75,600 to $154,100. This full-time position is open to those with a Bachelor's degree in Accounting or a related field, with at least 4 years of experience in business taxation. The ideal candidate will have prior experience serving Capital Markets clients and a working knowledge of tax code and technical aspects of tax preparation and compliance. They should also be eligible to sit for the CPA exam, EA, or a licensed JD.

As a Tax Supervisor, you will be responsible for providing detailed review and analysis of complex partnership and/or corporate tax returns for Capital Markets clients, including broker-dealers, futures commission merchants, investment banks, fintech, and proprietary trading and high-frequency trading firms. You will also work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team, all while managing risk for both the client and the firm. Additionally, you will interact directly with clients, handle questions, concerns, and provide planning and training for staff members.

Key Responsibilities:

- Provide detailed review and analysis of complex partnership and/or corporate tax returns for Capital Markets clients, including broker-dealers, futures commission merchants, investment banks, fintech, and proprietary trading and high-frequency trading firms
- Work on multiple complex issues while effectively communicating with clients and the service team to manage risk for both the client and the firm
- Interact directly with clients, handling questions, concerns, and providing planning and training for staff members
- Develop, motivate, and train staff level and intern team members
- Perform, document, and summarize research and conclusions regarding specific tax issues
- Stay up-to-date on current tax practices and changes in tax law

Qualifications:

- Bachelor's degree in Accounting or related field
- 4+ years of experience in business taxation working for a Big 4 or a large national, regional, or local accounting firm; or equivalent in industry or with a law firm
- Must be eligible to sit for the CPA exam, EA, or a licensed JD
- Prior tax compliance & consulting experience serving Capital Markets clients
- Working knowledge of tax code and technical aspects of tax preparation and compliance
- Ability to work closely with clients to answer questions or collect necessary information for tax service requirements

Preferred Qualifications:

- Master's of Accounting, Master's of Taxation, or MBA
- Experience preparing & reviewing accounting for income taxes in accordance with ASC 740

At RSM, we value our employees and offer a competitive benefits and compensation package. We prioritize employee well-being by providing personalized, holistic programming for physical, emotional, financial, and community well-being. We also offer a generous time off policy with at least 14 paid holidays, well-being days, and self-managed time off for associates and above. Our flexible schedules empower employees to balance their personal and professional lives while serving clients. Learn more about our total rewards at .

RSM is committed to creating an inclusive and diverse workplace and is proud to be an Affirmative Action and Equal Employment Opportunity employer. We welcome and support all employees to thrive in an environment free of discrimination and harassment. We provide tools for our employees to achieve both personal and professional goals and do 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 (including gender identity and/or gender expression), 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, pre-disposing genetic characteristics, or any other characteristic protected under applicable federal, state, or local law.

We provide reasonable accommodations for applicants with disabilities in connection with the recruitment process and/or employment/partnership. If you require a reasonable accommodation to complete an application, interview, or participate in the recruiting process, please or .

RSM does not sponsor entry-level candidates who require sponsorship now or in the future (. F-1 visa holders). However, recent . college/university graduates with 1-2 years of progressive and relevant work experience, excluding internships, in the . or their home country are eligible for hire as an experienced candidate and may be eligible for sponsorship.

In summary, the Tax Supervisor position at RSM offers a competitive salary range of $75,600 to $154,100 and requires a Bachelor's degree in Accounting or a related field, with at least 4 years of experience in business taxation. The ideal candidate will have prior experience serving Capital Markets clients and a working knowledge of tax code and technical aspects of tax preparation and compliance. They should also be eligible to sit for the CPA exam, EA, or a licensed JD. The responsibilities include providing detailed review and analysis of complex tax returns, communicating effectively with clients and the service team, and developing and training staff members. RSM is committed to creating an inclusive and diverse workplace and provides a generous benefits and compensation package for its employees.

Not specified

Medical, Dental, Vision, 401K, Paid Holidays, Wellbeing Days, Flexible Schedule, Time Off Policy, Total Rewards

Not specified

Bachelor's Degree in Accounting or related field

Interested candidates should apply through the RSM career website.

Legal