Tax Senior Manager, Financial Instruments (M&A) - Hybrid

RSM US LLP; San Francisco (CA); Hybrid; USD 171,000 - 343,000; Full time

Benefits offered by this job

Discretionary bonus

Hybrid work model

Total rewards package

Job summary

RSM US LLP seeks a dynamic Financial Instruments Tax Senior Manager to join our Washington National Tax Practice in a rapidly growing advisory environment. You will advise multinational corporations, private equity firms, and others on complex tax issues related to financial instruments and M&A structures.

The role emphasizes due diligence, tax planning, and client-facing leadership, with opportunities for career advancement and a disciplined team environment.

Qualifications

• Bachelor's degree from an accredited college/university.
• 10+ years of federal tax with financial instruments and/or M&A experience in public accounting, corporate tax, or law firm.
• Active CPA in state of residence, EA, or licensed attorney.

Responsibilities

• Work as part of a multi-disciplinary team delivering due diligence and tax structuring services.
• Identify and develop high-value tax opportunities for clients.
• Assist clients on financial instruments and M&A tax issues including recapitalization, restructuring, bankruptcy, classification, sales, and hedging.

Skills

Federal tax with financial instruments

M&A tax

Project management

Research and writing

Analytical thinking

Education

Bachelor's degree

CPA/EA/attorney qualification

Job description

RSM US LLP seeks a dynamic Financial Instruments Tax Senior Manager to join our Washington National Tax Practice in a rapidly growing advisory environment. You will advise multinational corporations, private equity firms, and others on complex tax issues related to financial instruments and M&A structures.

The role emphasizes due diligence, tax planning, and client-facing leadership, with opportunities for career advancement and a disciplined team environment.