Tax Partner - M&A - Financial Products
RSM US LLP
Tax Partner Opportunity
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.
Responsibilities:
- Lead national teams on engagements involving debt restructuring and workouts.
- Assist in tax structuring services where debt is in the structure and advise on debt related consequences and opportunities.
- 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.
- Assist clients in identification of where debt should be placed in their structure and where interest deductions may be taken (primary obligor analyses).
- Advise and document debt vs equity considerations.
- Lead the execution of growth strategies and actively represent RSM in the business community to promote our brand and capabilities to develop and close new business opportunities
- Work with and assist other members of the M&A Tax practice with various technical tax issues dealing with debt instruments
- Attract, develop and retain top talent and serve as a mentor and coach for emerging leaders
Required Qualifications:
- Bachelor's degree in Accounting / Finance / Economics
- CPA or J.D./LL.M
- 12+ years of public accounting, corporate tax, or law firm experience in federal tax compliance and tax consulting pertaining to planning, research, and general advisory related to debt structuring in mergers and acquisitions and tax treatment of debt transactions.
- Proven record of building profitable, sustainable client relationships
- Knowledge of a broad range of corporate tax matters in various industries
- Proven record of managing multiple projects and engagements teams for various clients
- Outstanding organizational and time management skills and ability to prioritize multiple assignments
- Excellent research and writing skills
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.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; 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 View phone number on click.appcast.io or send us an email at View email address on click.appcast.io.
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.
- ...US LLP is looking for a strong Tax Leader with an entrepreneurial... ...national Mergers and Acquisitions (M&A) Tax group with a focus on debt structuring and financial products. This is a rapidly growing... ...M&A transactions. As a Tax Partner in this group, you will advise...FinancialTaxLocal area
- ...accomplished transactions attorneys for a Partner-level position. Founded more than... ...real estate, corporate and M&A, estate planning and tax, land use, litigation, and family law... ...real estate developers and investors, financial institutions, nonprofit organizations...FinancialTaxWork at officeRelocation
$137.82k - $165.02k
...As a Product Technology Senior Associate, you’ll focus on evaluating software platforms through... ...integrated commercial, operational, and financial lens. The team provides investment-grade... ...provides non-attest offerings, including tax and advisory services. In 2025, Grant...FinancialTaxInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$113k - $149k
...years. The Executive Business Partner will be a high‑impact... ...logistics for maximum efficiency and productivity. Assist with the execution... ...services, such as legal and financial support, are also available.... ...Traditional 401(k), Roth, and after‑tax (mega backdoor Roth) options....FinancialTaxFull timeWork experience placementWork at officeImmediate startRelocation package$90k - $120k
...Partner Onboarding Manager Powering Performance Marketplaces in... ...loans - working closely with product, engineering, operations, customer... ..., fintech, lending, or financial services. ~ Proven experience... ...vacation benefits); (4) any other tax-reportable benefits. #LI-REMOTE...FinancialTaxRemote work$66.5k - $95k
...kindergarten to college to career, EAB partners with leaders and... ...research, renewal, sales, and other product teams to serve our partners... ...& justice (DEIJ), and financial sustainability Understand... ...flexible spending account, and pre-tax commuter plans ~ Employee...FinancialTaxWork at officeImmediate startRemote workFlexible hours$41k
...kindergarten to college to career, EAB partners with leaders and... ...Proficiency with MS Office products (Word, Excel, PowerPoint)... ...flexible spending account, and pre-tax commuter plans ~ Employee... ...and disability insurance ~ Financial wellness resources and membership...FinancialTaxImmediate startFlexible hours$254k - $336k
...that sits at the intersection of product, engineering, growth,... ...integrating sales enablement, partner activation, and customer adoption... ...life services, such as legal and financial support, are also available.... ...Traditional 401(k), Roth, and after‑tax (mega backdoor Roth) options....FinancialTaxFull timeWork experience placementRelocation package$255k - $315k
...Director, Partner Solutions Engineering Verkada is transforming... ...stakeholders across Marketing, Product, Sales, Solutions Engineering,... ...meet the personal health and financial well-being needs - Premiums are... ...Flexible Spending Account (FSA) with tax saving options Expanded...FinancialTaxFull timeWorldwideWork visaFlexible hoursShift work$74.5k - $136.5k
...kindergarten to college to career, EAB partners with leaders and... ...value of EAB's Corporate Talent products and services, and help shape... ...flexible spending account, and pre-tax commuter plans ~ Employee... ...disability insurance ~ Financial wellness resources and...FinancialTaxFull timeImmediate startRemote workFlexible hours$79.1k - $158.2k
...Recognition Policy to ensure timely and accurate financial reporting Maintain an up to date,... ..., as well as reflect Oracle's differing products, industries and lines of business.... ...care Flexible Spending Accounts Pre-tax commuter and parking benefits 401(k)...FinancialTaxContract workTemporary workWork at officeRemote workFlexible hours$125k - $150k
...families amplify and simplify their financial lives by integrating financial... ..., business management, tax, estate, insurance, and more,... ...best work of their careers. Our M&A and organic growth strategies... ...integrated wealth management. We partner with high-performing advisory...FinancialTaxTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$15 - $19 per hour
...Production Team Partner - Mat Roller & Order Builder UniFirst is seeking a reliable and hardworking Production Team Partner to join our UniFirst... ...will not ask job seekers to provide personal financial information when submitting a job application. Please be vigilant...FinancialHourly payImmediate startShift work$65k - $74k
...kindergarten to college to career, EAB partners with leaders and... ...become familiar with each of our products, services, and programs to... ...flexible spending account, and pre-tax commuter plans ~ Employee... ...and disability insurance ~ Financial wellness resources and...FinancialTaxContract workImmediate startFlexible hours$120k - $220k
...network of life insurance and financial advisors who view you as their... ...to understand life insurance products and what underwriters are looking... ...with multi-state sales & use tax and property tax compliance... ...required. Support and consult on M&A due diligence and new entity...FinancialTaxFull timeRemote workFlexible hours- ...About Aprio At Aprio, we empower partners to grow, innovate, and lead with purpose. We recognize that seasoned professionals seek more... ...structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm...TaxLocal area
$110k - $160k
...Lead and manage financial due diligence engagements... ...delivery of client-ready work products for private equity and... ...Collaborate with Aprio Partners and Directors on market... ...due diligence or M&A-focused role. Strong... ...LLC providing non-attest tax and consulting services...FinancialTaxFull timeLocal areaRemote workFlexible hours$400k
...knowledge on the Federal tax code to clients.... ...Negotiate and close intangible financial strategies and sales... ...knowledge of financial products and services and working... ...for US-based partners for this role is $600,0... ...antitrust, corporate, and M&A finance, etc. Equal Opportunity...FinancialTaxContract work$180k - $240k
...annual ASC 740 income tax provisions, reconcile income... ...tax accounts, draft financial statement disclosures,... ...planning and analysis for M&A transactions, including... ...~ Proven ability to partner cross-functionally and... ...Microsoft Copilot, to enhance productivity, analysis, and...FinancialTaxInterim role$101k - $200k
...thrives on educating and empowering financial professionals, clients, and strategic partners through technical insight,... ...Monitor pending legislation, tax developments, and regulatory trends... ...Collaborate with marketing and product development teams to ensure messaging...FinancialTax$15.3 - $16.12 per hour
...Retail Warehouse & Production Associate Location: Landover Hills,... ...spending accounts Use pre-tax dollars for eligible health and... ...you in saving for a secure financial future. Life insurance... ...directly from our nonprofit partners, redirecting billions of pounds...FinancialTaxFull timePart timeLocal areaFlexible hours- ...application. To qualify for this position of General Attorney (Tax) you must meet the qualification requirements listed... ...areas of tax expertise: Tax matters involving financial institutions and financial products, including the taxation of banks, insurance companies,...FinancialTaxFull timePart timeWork experience placement
- ...growth objectives. Partnering with the entire CFO leadership... ...related to our M&A-driven growth. Lead... ...initiatives including financial system automation,... ...to enhance workflows, productivity, decision-making, customer... ...purchase plan Tax-saving options Disability...FinancialTaxHourly payContract workLocal areaRemote work
$165k - $200k
...Director, Corporate Transaction Tax & Advisory About Alvarez... ...The Team A&M's Corporate M&A Tax team is composed of... ...professionals with deep operating and financial-related experience, the team... ...energy, technology, and consumer products. How you will contribute...FinancialTaxPart timeLocal areaFlexible hours$15.3 - $16.12 per hour
...Description Job Title: Store Production Team Member Pay Range: Our... ...spending accounts Use pre-tax dollars for eligible health... ...you in saving for a secure financial future. Life insurance Company... ...directly from our nonprofit partners, redirecting billions of...FinancialTaxFull timePart timeLocal areaFlexible hours$16.85 - $17.46 per hour
...Description Job Title: Warehouse & Production Sorter Pay Range: Our... ...spending accounts Use pre-tax dollars for eligible health... ...you in saving for a secure financial future. Life insurance... ...directly from our nonprofit partners, redirecting billions of pounds...FinancialTaxFull timePart timeLocal areaFlexible hours$97.3k - $178.3k
...in serving the global financial services marketplace and... ...organizational design, M&A due diligence, and post... ...including, but not limited to: product development, sales/... ...assurance, consulting, tax, strategy and... ...and diverse ecosystem partners, EY teams can provide services...FinancialTaxSummer holidayFlexible hours- ...Lydian Energy M&A and Business Development Analyst Lydian is... ...strong relationships with debt and tax equity investors, and deep... ...Business Development Analyst is a financial and analytical role... ...Strong competency in Microsoft products, including Excel and PowerPoint...FinancialTaxFor contractorsWork experience placementInternship
$91k - $321.5k
...time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax... ...preferred Consulting with affluent individuals on tax and financial planning Thorough technical skills in partnership K-1 income,...FinancialTaxFull timeH1bRemote work$129.5k - $240.5k
...Role ... We're looking for a Staff Product Manager to define and drive the... ...working closely with cross functional partners to execute, deliver, and... ...ensure payment and billing systems meet tax, privacy, regulatory, and financial accuracy requirements. Communicate...FinancialTaxTemporary workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Partner - M&A - Financial Products. Be the first to apply!
- channel partner Washington DC
- global partner manager Washington DC
- community partners Washington DC
- partner manager Washington DC
- senior partner marketing manager Washington DC
- tax partner Washington DC
- marketing partner Washington DC
- family partner Washington DC
- partner sales manager Washington DC
- operating partner Washington DC



