Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

RSM is seeking a Tax Senior Manager to join their Financial Services Insurance team, contributing to national practice efforts. The role focuses on technical expertise, people management, and client service, aiming to instill confidence and empower clients and staff.

Responsibilities

• Provide people leadership.
• Train and develop staff members.
• Offer tax technical guidance on insurance-related issues.
• Manage multiple complex issues, communicating effectively with clients and service teams.
• Manage client risk.
• Serve as the Tax client service coordinator for designated clients.
• Advise clients on corporate tax services, including planning, research, compliance, and M&A.
• Review research findings to ensure consistency with firm policies and professional standards.
• Assist with new business development and identify extended service opportunities for existing clients.
• Manage corporate client needs for tax services and tax compliance.
• Stay current with tax practices and changes in tax law.

Requirements

• Bachelor’s degree in accounting or a business-related field.
• Active CPA license, licensed attorney, or Enrolled Agent.
• Minimum of 8 years of experience in public accounting or similar experience focused on the insurance industry.
• Ability to work closely with clients to gather necessary information for tax services.
• Experience with C-Corps, S-Corps, or Partnerships.
• Effective verbal and written communication skills.

Skills

• Working knowledge of tax code and technical aspects of tax preparation and compliance for insurance carriers, brokers, and similar organizations.
• Strong technical skills in accounting and tax preparation.
• Ability to handle multiple tasks simultaneously.
• Experience preparing or reviewing accounting for income taxes in accordance with ASC 740 and SSAP 101.
• Experience in dealing with international tax matters is a plus.

Location

• National

Work Type

• Full-time

Experience Level

• Senior Manager
• 8+ years of experience

Education Level

• Bachelor's degree in accounting or business-related field
• CPA license
• Licensed attorney
• Enrolled Agent

Salary/Compensations

• $126,100 - $253,000

Benefits

• Competitive benefits and compensation package.
• Flexibility in schedule.
• Discretionary bonus based on firm and individual performance.

About the Company

• The leading provider of professional services to the middle market globally.
• Purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential.
• Exceptional people are key to unrivaled culture, talent experience, and client service.
• Offers an environment that inspires and empowers thriving personally and professionally.

Equal Opportunity

• 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.
• RSM will consider for employment qualified applicants with arrest or conviction records.
• RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders).
• Recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, may be eligible for hire as an experienced associate.