Tax Partner — Banking & Financial Institutions

RSM US LLP; New York (NY); On-site; USD 250,000 - 450,000; Full time

Job summary

RSM US LLP is seeking a Tax Partner to lead engagements within our Financial Services practice, specifically serving Banking & Financial Institutions clients. You will drive growth, manage senior client relationships, and collaborate across the firm to deliver comprehensive tax services.

As a leader, you will guide teams, shape strategic initiatives, and provide mentorship while maintaining high professional and ethical standards.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Active CPA license or equivalent credential in residence/state.
• Minimum of twelve (12) years of Tax experience in public accounting.
• Strong computer skills with proficiency in Microsoft Excel.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent verbal and written communication with clients and teams.

Responsibilities

• Serve as a senior tax client service leader for Financial Institutions/Banking practice.
• Lead teams delivering integrated tax services across capabilities and geographies.
• Manage multiple engagements, monitor status, resources, and client expectations.
• Identify technical tax matters and guide teams through complex issues.
• Maintain client relationships and understand goals to connect with the right expertise.
• Support growth through pipeline development and cross-firm collaboration.
• Oversee profitability, billing, collections, and engagement economics.
• Apply quality, risk, ethics, and professional judgment to all activities.
• Utilize digital tools and standardized processes to improve efficiency.
• Coach and develop high-performing teams and future leaders.
• Lead with an enterprise mindset for long-term firm value.

Skills

CPA license

Tax experience

Client relationship

Project management

Excel proficiency

Communication

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

RSM US LLP is seeking a Tax Partner to lead engagements within our Financial Services practice, specifically serving Banking & Financial Institutions clients. You will drive growth, manage senior client relationships, and collaborate across the firm to deliver comprehensive tax services.

As a leader, you will guide teams, shape strategic initiatives, and provide mentorship while maintaining high professional and ethical standards.