Tax Senior Manager - Financial Services - Insurance

RSM US LLP • Philadelphia, PA • 1h ago

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 is looking for a Tax Senior Manager to join our Financial Services Insurance team. Our insurance practice teams on a national basis working with colleagues around the country.

As a Tax Senior Manager for RSM you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development):

Responsibilities:

May have people leadership responsibilities

Train and develop staff members

Provide tax technical guidance on insurance related issues

Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm

Serve as the Tax client service coordinator for appropriate clients

Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities

Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards

Assist with new business development, extended service and tax issue recognition for existing clients

Manage corporate client needs with respect to tax services and federal and state tax compliance

Remain up to date on current tax practices and changes in tax law

Basic Qualifications:

Bachelor's degree in accounting or business-related field

One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements

Minimum of 8 years of experience in public accounting or similar experience focused on the insurance industry

Ability to work closely with clients to answer questions or to collect necessary information for tax service requirements

Experience with one or more of the following: C-Corps, S-Corps or Partnerships

Effective verbal and written communication skills

Preferred Qualifications:

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 a plus

At RSM, we offer a competitive benefits and compensation package for all our people.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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 does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate 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, you may be eligible for hire as an experienced associate.

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.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $126,100 - $253,000

Individuals

selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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

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