Tax Partner - M&A - Financial Products

RSM US LLP; San Francisco (CA); On-site; USD 350,000 - 550,000; Full time

Benefits offered by this job

Flexible schedule

Total rewards package

Job summary

RSM US LLP is seeking a seasoned M&A Tax Partner to lead our national Financial Products practice. You will guide tax strategy, debt structuring, and cross‑firm collaboration for middle-market and multinational clients during complex transactions.

In this role you’ll mentor teams, drive client relationships, and deliver innovative tax solutions across the deal lifecycle, from planning to post‑close considerations. A CPA license and 12+ years in public accounting are preferred.

Qualifications

• Bachelor degree in Accounting or a related field from an accredited university.
• Active CPA license or equivalent professional credential.
• Minimum of twelve years of Tax experience in public accounting.
• Strong Excel skills and ability to meet client expectations.
• Ability to lead complex tax engagements and manage multiple priorities.
• Experience in debt instruments, restructuring, and cross-functional collaboration.

Responsibilities

• Serve as a senior tax client service leader for debt restructuring engagements.
• Lead teams delivering tax services across capabilities, geographies and specialists.
• Manage multiple engagements, monitor resources, billing, and client expectations.
• Identify technical tax matters and guide teams through complex issues.
• Maintain ongoing client relationships and drive firm growth through cross‑firm collaboration.
• Ensure quality, ethics, and professional judgment in all activities.

Skills

Tax Leadership

M&A Tax

Debt Structuring

CPA License

Public Accounting

Excel

Education

Bachelor's degree in Accounting or related field

CPA license

Tools

Excel

Job description

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.

M&A Tax Partner-Financial Products

Role:

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.

Job Responsibilities:

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities on engagements involving debt restructuring and workouts.

• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions with a specific focus in tax structuring services where debt is in the structure. Advise on debt related consequences and opportunities

• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.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.

• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.Assist clients in identifying where debt should be placed in their structure and where interest deductions may be taken (primary obligor analyses).

• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.

• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.

• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.

• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities.

• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.

• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.

• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Minimum Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university.

• Active CPA license or equivalent professional credential in the state of residence or primary office.

• Minimum of twelve(12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients.

• Strong computer skills, including proficiency in Microsoft Excel.

• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.

• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.

• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment.

• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.

• Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.

• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs.

Preferred Qualifications:

• Experience working for a Big 4 or large, national accounting firm

• J.D./LLM

• Demonstrated experience leading technical tax engagements involving debt instruments and capital structures, including advising on tax-efficient debt placement, interest expense planning, restructuring transactions, and debt-related considerations in M&A and corporate tax planning.

• Proven ability to build trusted relationships, develop business, and create growth opportunities through an established network in the market.

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.

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; 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 [e-mail].

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.