About The Position

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, 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 Financial Instruments Tax Senior Manager to join our Washington National 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 Washington National 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.

Requirements

  • Bachelor's Degree from an accredited college/university
  • 10+ 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
  • Active CPA, EA or licensed attorney
  • 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

Nice To Haves

  • LLM in Taxation
  • Experience with a national or large regional accounting firm

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 instruments 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

Benefits

  • Competitive benefits and compensation package
  • Flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
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