M&A Tax Senior Manager — Financial Instruments Expert

RSM US LLP; Washington (District of Columbia); Hybrid; USD 171,000 - 343,000; Full time

Job summary

RSM US LLP is seeking a dynamic Financial Instruments Tax Senior Manager to join the Washington National Tax Practice in Washington, DC. The role focuses on advising multinational corporations, private equity firms, and other entities on tax aspects of M&A and financial instruments, including recapitalization, restructuring, and hedging strategies.

You will lead engagements, mentor staff, and collaborate with a cross-functional team to deliver due diligence and tax structuring services while

Qualifications

• 10+ years of federal tax with financial instruments and/or mergers and acquisitions experience in a public accounting firm, corporate tax department, law firm, or comparable experience.
• Knowledge of a broad range of financial instruments and/or corporate tax matters in various industries.
• Active CPA in state of residence, EA or licensed attorney.
• Excellent research and writing skills.
• Ability to plan, manage and execute on advisory engagements with limited supervision.
• Ability to identify and develop high-value tax opportunities for clients.
• Strong leadership and mentoring capabilities.

Responsibilities

• Work as part of a multi-disciplinary team delivering due diligence and tax structuring services and communicate findings to clients.
• Identify and develop high value tax opportunities for 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.
• Plan, manage and execute on advisory engagements with limited supervision.
• Develop, motivate, and train team members.

Skills

Federal tax

M&A

Financial instruments

Project management

Research & writing

Education

Bachelor's Degree

Job description

RSM US LLP is seeking a dynamic Financial Instruments Tax Senior Manager to join the Washington National Tax Practice in Washington, DC. The role focuses on advising multinational corporations, private equity firms, and other entities on tax aspects of M&A and financial instruments, including recapitalization, restructuring, and hedging strategies.

You will lead engagements, mentor staff, and collaborate with a cross-functional team to deliver due diligence and tax structuring services while