Tax Partner - M&A - Financial Products

Posted:
10/2/2024, 5:25:47 AM

Location(s):
North Bethesda, Maryland, United States ⋅ Maryland, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Accounting

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.

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.

As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.