Tax Partner - Capital Markets - Financial Services in Chicago, Illinois

Role Overview

RSM is seeking a highly motivated and experienced Tax Partner to join our Capital Markets practice in Chicago. As a Tax Partner, you will play a critical role in providing tax consulting and compliance services to a variety of capital market clients, including proprietary trading firms, brokers and dealers, hedge funds, mutual funds, and private equity funds. You will specialize in the taxation of complex financial products and investment vehicles, and work closely with our national Financial Services tax industry leader to develop strategies for growth.

This is an excellent opportunity for a seasoned tax professional with a strong background in capital markets to join a leading professional services firm and build a successful career. The ideal candidate will have a proven track record of success in providing tax services to financial services clients, as well as strong leadership and business development skills.

A Day in the Life

As a Tax Partner in our Capital Markets practice, your day-to-day responsibilities will include:

• Providing tax consulting and compliance services to capital market clients.
• Specializing in the taxation of financial products and investment vehicles.
• Serving proprietary/high-frequency trading firms, brokers and dealers, hedge funds, mutual funds, and private equity funds.
• Advising on complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and insurance derivatives.
• Developing strategies and initiatives to grow the capital markets tax practice.
• Coaching, developing, and leading tax professionals.
• Building a team of dedicated capital market tax specialists.
• Collaborating with State and Local tax professionals and International tax specialty service groups.
• Managing client relationships and ensuring client satisfaction.
• Identifying and pursuing new business opportunities.
• Staying up-to-date on tax law changes and industry trends.

Why Chicago, Illinois?

Chicago is a vibrant and dynamic city with a thriving financial services industry. It is home to many of the world's leading trading firms, hedge funds, and private equity firms, making it an ideal location for a Tax Partner specializing in capital markets. Chicago offers a high quality of life, with world-class cultural attractions, diverse neighborhoods, and a strong sense of community.

RSM's Chicago office is located in the heart of the city, providing easy access to clients and a wide range of amenities. The office has a strong presence in the local community and is committed to providing its employees with a supportive and collaborative work environment.

Career Path

At RSM, we are committed to providing our employees with opportunities for growth and advancement. As a Tax Partner, you will have the opportunity to:

• Advance to a leadership position within the Capital Markets practice.
• Specialize in a particular area of capital markets taxation.
• Expand your business development skills and build a strong client base.
• Participate in firm-wide initiatives and contribute to the overall success of RSM.

We offer a comprehensive professional development program to help you achieve your career goals. This program includes training courses, mentorship opportunities, and access to industry-leading resources.

Salary & Benefits

RSM offers a competitive salary and benefits package that is commensurate with experience. The estimated salary range for this position is $250,000 - $450,000 annually. Our benefits package includes:

• Comprehensive health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Paid time off (PTO)
• Paid holidays
• 401(k) retirement plan with company match
• Profit sharing plan
• Flexible spending accounts (FSA)
• Health savings accounts (HSA)
• Employee assistance program (EAP)
• Professional development opportunities
• Tuition reimbursement
• Mentorship programs
• Employee referral bonus
• Wellness programs
• Flexible work arrangements

RSM Culture

At RSM, we are committed to creating a culture that is inclusive, supportive, and empowering. We believe that our people are our greatest asset, and we strive to provide them with the resources and opportunities they need to succeed. We value teamwork, collaboration, and innovation, and we are committed to providing our clients with exceptional service.

We are also committed to giving back to the communities in which we live and work. We encourage our employees to volunteer their time and talents to support local organizations, and we offer a variety of volunteer opportunities throughout the year.

How to Apply

If you are a highly motivated and experienced tax professional with a passion for capital markets, we encourage you to apply for this position. To apply, please submit your resume and cover letter through our online application portal.

FAQ

1. What are the key responsibilities of a Tax Partner in the Capital Markets practice at RSM?

   As a Tax Partner, you'll be responsible for providing tax consulting and compliance services to capital market clients, specializing in the taxation of complex financial products and investment vehicles. You will also lead and develop tax professionals, manage client relationships, and identify new business opportunities.

2. What qualifications are required for this role?

   The ideal candidate should possess a Bachelor’s Degree (Master’s preferred) in Taxation, a minimum of 12 years of relevant tax experience (preferably in a Big 4 or similar firm), a CPA license and/or license to practice law, and experience working with capital markets, private equity, hedge funds, and broker-dealers.

3. What types of clients will I be working with?

   You'll be working with a diverse range of clients, including proprietary/high-frequency trading firms, brokers and dealers, hedge funds, mutual funds, and private equity funds.

4. What kind of financial products will I be dealing with?

   You'll be working with complex financial products, including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and insurance derivatives.

5. What opportunities are there for professional development?

   RSM provides comprehensive professional development opportunities, including training courses, mentorship programs, and access to industry-leading resources to help you achieve your career goals.

6. What is the culture like at RSM?

   RSM fosters an inclusive, supportive, and empowering culture where employees are valued and provided with the resources they need to succeed. We emphasize teamwork, collaboration, innovation, and exceptional client service.

7. Does RSM offer flexible work arrangements?

   Yes, RSM offers flexible work arrangements to help employees balance their work and personal lives.

8. What is the salary range for this position?

   The estimated salary range for this position is $250,000 - $450,000 annually, commensurate with experience.

9. What benefits does RSM offer?

   RSM offers a comprehensive benefits package, including health, dental, and vision insurance, life and disability insurance, paid time off, a 401(k) plan with company match, and other valuable benefits.

10. How does RSM support diversity and inclusion?

    RSM is committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We have various initiatives and programs in place to promote diversity and inclusion throughout the firm.