Tax Senior Manager - Financial Services - Specialty Finance

RSM

Charlotte, US
Base: $126,100 - $253,000; bonus/equity: discretio...
On-site
Specialty finance tax expertise
Asc 740 considerations
Client service and business development
Focus on tax compliance and consulting for high-growth FinTech and technology-platform clients as well as established specialty lenders

Job Summary

  • Focus on tax compliance and consulting for high-growth FinTech and technology-platform clients as well as established specialty lenders.
  • Responsibilities center around technical expertise, people management, and client service/business development.
  • Lead complex specialty finance engagements, delivering high-value tax advice on compliance, planning, ASC 740, and transaction-related matters.

Matching Summary

Focus on tax compliance and consulting for high-growth FinTech and technology-platform clients as well as established specialty lenders.

Salary

Base: $126,100 - $253,000; Bonus/Equity: discretionary bonus based on firm and individual performance; Benefits: competitive benefits and compensation package

Skills & Requirements

Must-have

  • specialty finance tax expertise
  • ASC 740 considerations
  • client service and business development
  • team leadership and mentorship

Nice-to-have

  • FinTech and technology-platform clients
  • complex securitization structures
  • cross-functional team coordination

Key Requirements

  • 8+ years of experience in business taxation
  • Active CPA, JD/LLM or EA
  • Extensive tax compliance & consulting experience serving specialty finance clients
  • Ability to manage and grow a book of business

Work Rights

Not specified

Tailored Resume

Cover Letter