Tax Manager/Director – Banking and Specialty Finance
Job in
Bloomington, McLean County, Illinois, 61791, USA
Listed on 2026-09-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-14
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Compliance, Tax Manager, Tax Advisor -
Accounting
Accounting & Finance, Financial Compliance, Tax Manager, Tax Advisor
Job Description & How to Apply Below
- Consult with clients on business processes such as succession and tax planning
- Lead, schedule, supervise, and review tax engagements
- Develop and train team members
- Foster and build opportunities for clients, communities, and people
- Attend industry-leading events and trainings
- Perform tax procedures according to engagement size and complexity
- Review complex individual and corporate tax returns
- Help guide the long-term direction, talent development, and client strategy of the Financial Services Tax practice
- Minimum of 6 years of experience serving in a tax role with a public accounting firm
- Bachelor’s degree in accounting, Finance, or a related field
- CPA is required; JD or EA may be accepted in place of CPA certification
- Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities
- Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments
Demonstrates expertise in tax planning and compliance, with a strong focus on developing team capabilities and client strategies within the Financial Services Tax practice. Proficient in reviewing complex tax returns and understanding tax issues specific to financial institutions.
Highest-signal resume keywords- CPA Certification
- Tax Planning
- ASC 740 Knowledge
- Partnership Taxation
- Team Development
- Tax Procedures
- Tax Engagement Review
- Complex Tax Returns
- Financial Instruments Knowledge
- REITs Expertise
- Client Consultation
- Leadership
- Opportunity Building
- CPA
- JD
- EA
- Public Accounting
- Financial Services
- Tax Issues
- Banks
- Insurance Companies
- Investment Funds
- Specialty Finance Entities
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