Senior Tax Manager – Financial Instruments

RSM US LLP

. Advise private equity firms, family offices, privately held companies, partnerships, multinational corporations, and firm personnel on financial instruments, corporate, and M&A tax .

Posted 10/26/2026full-timeUnited StatesSenior💰 $170,700 - $342,700 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in federal tax, particularly in financial instruments and mergers and acquisitions, while effectively managing client engagements and developing team capabilities. Strong analytical and communication skills are essential for advising clients on complex tax matters and identifying high-value opportunities.

Highest-signal resume keywords

Federal Tax ExpertiseMergers And Acquisitions ExperienceActive CPAProject Management SkillsCritical Thinking Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Instruments KnowledgeTax Structuring ServicesDue DiligenceRecapitalization AdvisoryRestructuring AdvisoryBankruptcy TransactionsInterest DeductibilityHedging TransactionsResearch SkillsWriting Skills

Soft Skills

Communication SkillsTeam DevelopmentMotivation Skills

Certifications & Qualifications

CPAEALLM In Taxation

Industry Keywords

Private EquityFamily OfficesCorporate TaxPublic AccountingCorporate Tax DepartmentLaw FirmTax OpportunitiesFinancial Instruments ClassificationSales And ExchangesNational Accounting Firm

About the role

Key responsibilities & impact

Advise private equity firms, family offices, privately held companies, partnerships, multinational corporations, and firm personnel on financial instruments, corporate, and M&A tax
Deliver due diligence and tax structuring services as part of a multidisciplinary team
Communicate findings and opportunities to clients
Identify and develop high-value tax opportunities
Advise on recapitalization, restructuring and bankruptcy transactions, classification, sales and exchanges of financial instruments, interest deductibility, and hedging transactions
Plan, manage, and execute advice engagements with limited supervision
Develop, motivate, and train team members

Requirements

What you’ll need

Bachelor's Degree from an accredited college/university
10+ 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
Active CPA in state of residence, EA or licensed attorney
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
LLM in Taxation preferred
Experience with a national or large regional accounting firm preferred
Must not require sponsorship now or in the future for entry-level hiring; F-1 visa holders excluded from entry-level sponsorship

Benefits

Comp & perks

Competitive benefits and compensation package
Hybrid workstyle with flexibility and in-person connection
Discretionary bonus based on firm and individual performance
Reasonable accommodation for applicants with disabilities