RSM US

Tax Manager - Federal Mergers and Acquisitions - Financial Instruments

RSM US$133K — $268K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or a related field
  • Active CPA, Enrolled Agent, or Attorney license
  • Minimum of 6 years tax experience in public accounting
  • Proficiency in Microsoft Excel
  • Strong client communication skills
  • Effective project management abilities

Responsibilities

  • Deliver due diligence and tax structuring services within a multi-disciplinary team
  • Identify and develop high-value tax opportunities for clients
  • Advise clients on financial instrument and M&A tax issues
  • Plan, manage, and execute advice engagements with limited supervision
  • Develop, motivate, and train team members

Benefits

  • Competitive benefits and compensation package
  • Flexible scheduling options
  • Opportunity for significant advancement
  • Access to ongoing training and professional development
Full Job Description
RSM US LLP is looking for a dynamic M&A/Financial Instruments Tax Manager to join our growing national Mergers and Acquisitions (M&A) Tax practice. This is a rapidly growing consulting practice with significant advancement opportunities. We advise multinational corporations, privately held companies, partnerships, and private equity firms on the tax aspects of planning, structuring, and executing M&A transactions.

As a member of our M&A Tax team, you would play a critical role providing advice to our clients and firm personnel in the areas of financial instruments, corporate, and M&A tax. In this role you would have the opportunity to advise on wide ranging issues such as recapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest, hedging transactions, and many others.

Responsibilities:
  • Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, and communicates findings and opportunities to clients
  • Identify and develop high value tax opportunities for our clients
  • Assist clients on a range of financial instrument and related M&A tax issues such as recapitalization, restructuring and bankruptcy transactions, classification, sales, and exchanges of financial instruments, deductibility of interest, and hedging transactions
  • Planning, managing and executing on advice engagements with limited supervision
  • Develop, motivate, and train team members


Minimum Qualifications
  • Bachelor's degree in Accounting or a related field from an accredited university
  • One of the following is required: an active CPA license in the state of residence or primary office; an active Enrolled Agent (EA) license; or an active Attorney license
  • Minimum of six years of tax experience in public accounting, with the ability to effectively identify, sell, and deliver tax services to middle-market clients
  • Strong computer skills, including proficiency in Microsoft Excel
  • Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
  • Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic and written means
  • Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously; meet deadlines; and maintain accuracy and quality of work in a fast-paced, client service environment
  • Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment
  • Ability to maintain a consistent onsite presence during core business hours, including regularly reporting to a firm office location and traveling to client sites as required, with access to reliable transportation
  • Ability to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs


Preferred Qualifications
  • Knowledge of a broad range of corporate tax matters across various industries
  • Master's degree in Taxation


At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $133,500 - $268,400

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

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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