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.
Role:
RSM has an exciting opportunity for a Tax Partner to join our Financial Services practice and help expand our Banking & Financial Institutions tax practice. This role offers the opportunity to join a high-performing, growth-oriented team serving complex banking clients across the industry. As a Tax Partner, you will lead client engagements, drive practice growth through business development and cross-functional collaboration, and cultivate meaningful relationships with new and existing clients. Working closely with RSM's National Financial Services Tax Leader, you will help shape and execute strategic initiatives to further strengthen and grow our Financial Institutions tax practice.
Job Responsibilities:
Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities, specifically within the Financial Institutions/Banking practice
Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions.
Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.
Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.
Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.
Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities.
Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.
Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.
Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.
Minimum Qualifications :
Bachelor's degree in Accounting or related field from an accredited university.
Active CPA license or equivalent professional credential in the state of residence or primary office.
Minimum of twelve(12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients.
Strong computer skills, including proficiency in Microsoft Excel.
Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.
Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment.
Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
Ability to maintain consistent,…