Tax Senior Manager - Financial Services - Specialty Finance

RSM US LLP • Charlotte, NC

19h

About The Position

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’s Financial Services practice serves clients across specialty finance—including technology‑enabled lenders, consumer and auto finance platforms, marketplace/embedded finance businesses, and equipment finance providers. On this team, you will focus on tax compliance and consulting for high‑growth FinTech and technology‑platform clients as well as established specialty lenders, many with complex securitization, multi‑state, and ASC 740 considerations. You’ll collaborate with audit and consulting colleagues to deliver an integrated, national solution for specialty finance companies operating at enterprise scale. Representative Client Profiles & Focus Areas FinTech and technology‑platform businesses integrating financial services (e.g., embedded finance, data‑driven lending). Consumer and auto finance platforms with whole‑loan sales/servicing and securitization structures. Equipment finance and payments‑adjacent specialty finance models. As a Tax Senior Manager, your responsibilities center around three core concepts—Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development—following the RSM framework below, tailored to Specialty Finance.

Requirements

• Bachelor's Degree in Accounting or related field
• 8+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in industry or with a law firm
• Active CPA, JD/LLM or EA
• Extensive tax compliance & consulting experience serving specialty finance clients
• Strong working knowledge of tax code and technical aspects of tax preparation and compliance
• Ability to manage and grow a book of business
• Proven track record simultaneously managing multiple projects and client engagement teams from start-to-end

Nice To Haves

• Masters of Accounting, Masters of Taxation or MBA
• Proven track record generating new business and extend service opportunities

Responsibilities

• Lead complex specialty finance engagements, delivering high‑value tax advice on compliance, planning, ASC 740, and transaction‑related matters (including securitizations and technology‑enabled operating models).
• Review and elevate technical conclusions, ensuring alignment with firm policies and professional standards; coordinate cross‑functional teams (SALT, International, M&A Tax, Tax Technology).
• Stay current on tax law developments affecting specialty finance (e.g., provisions impacting lenders and securitizations) and translate them into practical, non‑technical guidance for executives.
• Oversee ASC 740 reviews for specialty finance companies and technology platforms with embedded financial products.
• Provide day‑to‑day leadership to engagement teams; mentor, coach, and develop the specialty finance bench, including building local capability in coordination with national leadership.
• Model a collaborative culture across tax, audit, and consulting to deliver a seamless client experience.
• Serve as client service coordinator; design and execute account plans that expand tax services across the specialty finance lifecycle (compliance, provision, consulting, and M&A support).
• Drive growth and profitability by deepening existing relationships and originating new opportunities; leverage market engagement platforms.
• Build relationships across lines of business to bring the full power of the firm to clients (enterprise teaming).

What This Job Offers

• Job Type: Full-time
• Career Level: Manager