Demo

Tax Partner - Financial Institutions

RSM US LLP
York, NY Full Time
POSTED ON 3/21/2026
AVAILABLE BEFORE 5/21/2026

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. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in the Financial Institution 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 Financial Institution 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 Financial Institution clients.
  • Bachelor's degree in Accounting
  • CPA or JD
  • Extensive tax compliance & consulting experience serving Financial Services clients
  • Must be able to support financial growth efforts and manage a book of business.
  • Excellent written and verbal communication skills


Preferred Qualifications:

  • A proven record of simultaneously managing multiple projects and engagement teams for various clients
  • Project management and critical thinking skills
  • Ability to generate new business and extend service opportunities
  • Experience preparing or reviewing accounting for income taxes in accordance with ASC 740

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 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.


RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

 

Salary.com Estimation for Tax Partner - Financial Institutions in York, NY
$152,804 to $189,326
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