Financial Institutions Tax Manager

RSM US   •  

Chicago, IL

Industry: Finance & Insurance


5 - 7 years

Posted 51 days ago

We are looking for a dynamic Manager to join our growing tax team in our Chicago Office. The Manager will be responsible for the following:

  • Review of financial institution, specialty finance, and other specialty lending related tax returns. (i.e. C Corporation, S Corporation, and Partnership type business entities)
  • Assisting with book accounting for income taxes & ASC 740 reviews with the audit team.
  • Managing and driving the success of multiple engagements.
  • Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction.
  • Attracting, developing, and retaining top talent.
  • Keeping lines of communication open with staff and clients.
  • Anticipating and addressing client concerns and escalating problems as they arise.
  • Initiating "cross selling" business to other practices.
  • Promoting new ideas and business solutions that result in extended services to existing clients.
  • Keeping abreast of latest developments as they affect Tax related issues and the Firm's standards and policies.
  • Developing an understanding of client's business and becoming a "functional expert" in the area.


� Bachelors degree in Accounting or related field

� CPA certification.

� 5-10 years experience working in a public accounting firm with current tax experience with at least 2-3 years of experience with corporate type clients and ASC 740 reviews

� A proven record of building profitable, sustainable client relationships.

� A proven record of simultaneously managing multiple projects and engagement teams for various clients.

� Ability to travel on a limited basis.

Preferred Qualifications

  • MST preferred but not required

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

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