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RSM US

Tax Manager - Canadian Corporations (Financial Services/Insurance)

RSM US, Burnaby, BC


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, inclusive 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.

Our Business Tax group is focused on advising public and private multinational enterprises. Our professionals focus on our clients' business and industry issues, collaborate on cross-functional teams to mitigate risk and optimize the core tax functions of our clients - all while delivering digitally-enabled business tax services in conjunction with our tax technology teams. The Business Tax Financial Services practice serves a range of clients including asset management, capital markets, financial institutions, specialty finance and insurance clients.

RSM Canada is looking for a Tax Manager or Senior Manager to join the expanding Financial Services practice. This role provides an opportunity to join a high-performing, high-growth tax practice while working with complex clients in one or more of the following sectors within our Financial Services practice: Asset Management (including private equity, venture capital, and hedge funds), Financial Institutions, Insurance, Specialty Finance and Brokerage and Trading.

As a Tax 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):
  • Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients
  • Serve as a Career Advisor, mentor or coach to one or more employees, which will include providing honest and timely performance feedback
  • Train and develop staff members
  • 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
  • Drive growth and profitability of industry/specialty area by generating new revenue on existing client portfolio, cross selling and new clients for the tax practice
  • Interact directly with clients handling questions, planning, consulting, etc. - approximately
  • Serving as Tax relationship leader while developing and executing the firm's client service plan
  • Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
  • Build relationships across lines of business to ensure excellent client service through an integrated service approach
  • Manage 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
  • Some travel may be required


Basic Qualifications:
  • 4-8+ years of experience in business taxation working for a Big 4 or a large national, regional or local accounting firm; or equivalent in law firms or industry
  • Bachelor's degree in Accounting
  • CPA, JD, LLM, or EA
  • Extensive tax compliance & consulting experience serving Financial Services clients
  • Must be able to support financial growth efforts and manage a book of business.
  • Excellent written and verbal communication skills


Preferred Qualifications:
  • A proven record of simultaneously managing multiple projects and engagement teams for various clients
  • Project management and critical thinking skills
  • Ability to generate new business and extend service opportunities
  • Experience preparing or reviewing accounting for income taxes in accordance with ASC 740
  • Experience in dealing with international tax matters a plus
  • Preferred candidates will reside in the Greater Toronto Area


At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html

Compensation Range: $81,500 - $130,500

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