Tax Senior Manager - Federal M&A/Financial Instruments

Company: RSM US LLP
Location: New York
Posted on: September 30, 2024

Job Description:

We are seeking a dynamic M&A/Financial Instruments Tax Senior Manager to join our growing national Mergers and Acquisitions (M&A) Tax practice.

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 a leading provider of professional services to the middle market globally, empowering clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience.

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, exchanges of financial instruments, deductibility of interest, hedging transactions, and many others.

Key Responsibilities:

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• Work as a part of a multi-disciplinary team that focuses on delivering due diligence and tax structuring services, 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, 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
      
      
      RSM is an Affirmative Action and Equal Opportunity Employer, committed to providing equal opportunity and reasonable accommodation for people with disabilities. We do not tolerate discrimination and/or harassment based on various protected characteristics.
      
      We offer a competitive benefits and compensation package for all our people, including a discretionary bonus based on firm and individual performance. The salary range for this role is $165,600 - $332,800.

Keywords: RSM US LLP, East Brunswick , Tax Senior Manager - Federal M&A/Financial Instruments, Accounting, Auditing , New York, New Jersey