Tax Senior Manager - Mergers and Acquisitions - Deal Advisory

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

Job summary

RSM US LLP is seeking a dynamic M&A Federal Senior Tax Manager to join our national Mergers and Acquisitions (M&A) Tax group in San Francisco. This role focuses on technical tax expertise, people development, and client service within a rapidly growing practice.

You will lead engagements on due diligence, tax structuring, and advisory services for private equity firms, family offices, and multinational clients, while mentoring staff and collaborating across the firm.

Qualifications

• Bachelor's degree in Accounting or a related field from an accredited university.
• Active CPA license in the state of residence; an Enrolled Agent (EA) license; or an Attorney license.
• Minimum of eight years of tax experience in public accounting, with the ability to identify, sell, and deliver tax services to middle-market clients.
• Strong computer skills, including proficiency in Microsoft Excel.

Responsibilities

• Work as part of a multi-disciplinary team delivering due diligence and tax structuring services and communicate findings to clients.
• Assist senior members with tax issues related to consolidated returns, S Corporations, partnerships, and LLCs.
• Assist clients with reorganizations, bankruptcy emergence planning, debt restructurings, and tax basis matters.
• Manage multiple engagements simultaneously across the M&A Tax practice.
• Develop, motivate, and train staff and senior team members.

Skills

Communication

Project management

Client service

Attention to detail

Education

Bachelor's degree in Accounting or related field

CPA/EA/Attorney license

Eight years tax experience in public accounting

Tools

Microsoft 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.

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,structuringand executing M&A transactions.

RSM US LLP is looking for a dynamic M&A Federal Senior Tax Manager to join our national Mergers and Acquisitions (M&A) Tax group.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.

Within RSM's Tax M&A practice, you will be responsible for the following job duties, which are focus around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.

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
• Work with and assist other senior members of the M&A Tax practice with various technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
• Assist clients with reorganizations, bankruptcy emergence planning, out of court workouts, debt restructurings, tax basis, Earning and Profits, and Section 382 studies
• Managing multiple engagements simultaneously and working with all M&A colleagues across the enterprise
• Develop, motivate, and train staff and senior level team members

Minimum Qualifications

• Bachelor's degree in Accountingor a related field from an accredited university

• One of the following isrequired: an active CPA license in the state of residence; an active Enrolled Agent (EA) license; or an active Attorney license

• Minimum of eight years of tax experience in public accounting, with the ability to effectivelyidentify, sell, and deliver tax services tomiddlemarketclients

• Strong computer skills, includingproficiencyin Microsoft Excel

• Ability to meet client service, quality, and performance expectations within applicable deadlines andin accordance withfirm and client standards

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

• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously; meet deadlines; andmaintainaccuracy and quality of work in a fastpaced, 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 tomaintaina consistent onsite presence during core business hours, including regularly reporting to a firm office location and traveling to client sites asrequired, with access to reliable transportation

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

Preferred Qualifications

• Knowledge of a broad range of corporate tax matters across various industries

• Master's degree in Taxation

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 does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

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.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $170,700 - $342,700

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.