RSM US

Tax Partner - M&A - Financial Products

RSM US$200K — $250K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Economics
  • CPA or J.D./LL.M required
  • 12+ years in public accounting, corporate tax, or law with experience in debt structuring for M&A
  • Proven history of building profitable client relationships
  • Knowledgeable in corporate tax matters across various industries
  • Experience managing multiple projects and teams
  • Strong organizational and time management skills
  • Excellent research and writing skills

Responsibilities

  • Lead teams on debt restructuring and workout engagements
  • Provide tax structuring services related to debt
  • Prepare interest amortization schedules and assess tax consequences
  • Advise clients on optimal debt placement and interest deductions
  • Document considerations between debt and equity
  • Execute growth strategies and promote RSM in the business community
  • Assist with various technical tax issues related to debt instruments
  • Mentor, develop, and retain top talent within the team

Benefits

  • Flexible scheduling for work-life balance
  • Competitive benefits and compensation package
  • Strong focus on employee development and career advancement
  • Commitment to diversity and inclusion
  • Support for applicants with disabilities
Full Job Description
RSM US LLP is looking for a strong Tax Leader with an entrepreneurial mindset to join our national Mergers and Acquisitions (M&A) Tax group with a focus on debt structuring and financial products. This is a rapidly growing practice with significant leadership 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 Tax Partner in this group, you will advise clients on as well as analyze debt structuring for proposed transactions as well as debt restructuring, perform analysis to assess the tax consequences of these transactions and the post close tax treatment. As a Tax Partner with RSM, you will have an important role in developing, mentoring and coaching our talented team members to achieve challenging and rewarding careers and help guide them through their journey as they grow into future leaders in our Firm.

Responsibilities:
  • Lead national teams on engagements involving debt restructuring and workouts.
  • Assist in tax structuring services where debt is in the structure and advise on debt related consequences and opportunities.
  • Assist clients with preparation of interest amortization schedules, identification and quantification of the tax consequences of modifications to debt instruments, and tax treatment of debt financings.
  • Assist clients in identification of where debt should be placed in their structure and where interest deductions may be taken (primary obligor analyses).
  • Advise and document debt vs equity considerations.
  • Lead the execution of growth strategies and actively represent RSM in the business community to promote our brand and capabilities to develop and close new business opportunities
  • Work with and assist other members of the M&A Tax practice with various technical tax issues dealing with debt instruments
  • Attract, develop and retain top talent and serve as a mentor and coach for emerging leaders


Required Qualifications:
  • Bachelor's degree in Accounting / Finance / Economics
  • CPA or J.D./LL.M
  • 12+ years of public accounting, corporate tax, or law firm experience in federal tax compliance and tax consulting pertaining to planning, research, and general advisory related to debt structuring in mergers and acquisitions and tax treatment of debt transactions.
  • Proven record of building profitable, sustainable client relationships
  • Knowledge of a broad range of corporate tax matters in various industries
  • Proven record of managing multiple projects and engagements teams for various clients
  • Outstanding organizational and time management skills and ability to prioritize multiple assignments
  • Excellent research and writing skills


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.

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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