Tax Sr Manager Federal M&A Business Acquisitions and Sales Advisory
RSM - Fort Lauderdale, FL
posted 6 months ago
About the position
RSM US LLP is seeking a dynamic M&A/Financial Instruments Tax Senior Manager to join our national Mergers and Acquisitions (M&A) Tax practice in Fort Lauderdale, Florida. This role is pivotal within our advisory practice, which focuses on providing comprehensive tax advice to private equity firms, family offices, privately held companies, and multinational corporations regarding the tax implications of M&A transactions. As a member of our M&A Tax team, you will play a critical role in advising clients on a variety of complex issues, including recapitalization, restructuring, and bankruptcy transactions, as well as the classification, sales, and exchanges of financial instruments. You will also address deductibility of interest and hedging transactions, among other financial instrument-related matters. In this position, you will work as part of a multi-disciplinary team dedicated to delivering due diligence and tax structuring services. You will be responsible for identifying and developing high-value tax opportunities for our clients, ensuring that they receive the best possible advice tailored to their specific needs. Your role will involve planning, managing, and executing advice engagements with limited supervision, allowing you to demonstrate your project management and critical thinking skills. Additionally, you will have the opportunity to develop, motivate, and train team members, fostering a collaborative and growth-oriented environment. RSM is committed to creating an inclusive culture that empowers our employees to thrive both personally and professionally. We believe that our exceptional people are the key to our success, and we strive to provide an environment that inspires and supports our team members in realizing their full potential. Join us in making a meaningful impact in the world of M&A tax advisory services.
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 instrument 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
Requirements
- Requires a minimum of a Bachelor's Degree from an accredited college/university
- Requires a minimum of eight (8) 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
- Requires one of the following: Active CPA, EA or JD
- 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
- Master's Degree in Accounting, Taxation or related field
- Experience with a national or large regional accounting firm
Benefits
- Competitive benefits and compensation package
- Generous time off policy with at least 14 paid holidays
- Wellbeing days and associate and above access to self-managed time off
- Flexibility in schedule to balance life's demands
- Holistic programming for physical, emotional, financial and community wellbeing
- Discretionary bonus based on firm and individual performance
