Tax Partner - M&A - Financial Products

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.…