Tax Sr Manager Federal M&A Business Acquisitions and Sales Advisory

Posted:
8/8/2024, 5:00:00 PM

Location(s):
Fort Lauderdale, Florida, United States ⋅ Florida, United States

Experience Level(s):
Senior

Field(s):
Business & Strategy

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.

Our national Mergers and Acquisitions (M&A) Tax group is an advisory practice with significant advancement opportunities. We advise private equity firms, family offices, privately held companies and multinational corporations on the tax aspects of planning, structuring and executing M&A transactions. 

RSM US LLP is looking for a dynamic M&A/Financial Instruments Tax Senior 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 

Basic Qualifications:

  • Requires a minimum of a Bachelor's Degree from an accredited college/university

  • Requires a minimum of eight (8) years of federal tax with financial instruments and/or mergers and acquisition experience in a public accounting firm, a corporate tax department, or a law firm or comparable experience

  • Requires one of the following: Active CPA, EA or JD

  • Knowledge of a broad range of financial instruments and/or corporate tax matters in various industries

  • Project management and critical thinking skills

  • Excellent research and writing skills

Preferred Qualifications

  • Master’s Degree in Accounting, Taxation or related field

  • Experience with a national or large regional accounting firm 

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; 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 does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

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.

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: $165,600 - $332,800

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