TAS Manager - Financial Due Diligence - Financial Services at RSM

Role Overview

As a TAS Manager in Financial Due Diligence at RSM, you'll play a crucial role in our Transaction Advisory Services (TAS) practice, focusing on the Financial Services industry. You'll work with both corporate and private equity clients, providing buy-side and sell-side financial, technology, and operational diligence services. This role offers the opportunity to work on nationally recognized Mergers and Acquisitions (M&A) deals, contributing to our clients' success in a dynamic and challenging environment.

A Day in the Life

Your day-to-day responsibilities will include:

• Performing financial due diligence for clients acquiring or divesting businesses.
• Participating in client meetings and site visits, interacting with top-level management.
• Preparing detailed financial analyses to help clients evaluate their acquisition decisions.
• Using various software tools for financial analysis.
• Interacting with other functional areas like tax, audit, and other consulting practices.
• Assisting in preparing proposals and engagement letters.
• Managing client engagements and leading project teams.
• Supervising and mentoring junior team members.

Why Chicago, New York, and San Francisco?

These locations are key financial hubs, offering:

• Access to a large pool of talented professionals.
• Proximity to major financial institutions and private equity firms.
• Opportunities to work on high-profile deals.
• A vibrant and diverse business environment.

Career Path

At RSM, this role can lead to:

• Senior Manager
• Director
• Partner
• Opportunities to specialize in a specific area of Financial Due Diligence
• Leadership roles within the TAS practice

Salary & Benefits

The estimated salary range for this position is $120,000 - $180,000 annually. RSM offers a comprehensive benefits package, including:

• Health insurance (medical, dental, vision)
• Paid time off (vacation, sick leave, holidays)
• Flexible work arrangements
• Professional development opportunities
• 401(k) retirement plan with company match
• And more (see full list in benefits section above)

RSM Culture

RSM prides itself on its culture, which includes:

• A focus on employee growth and development
• A collaborative and supportive work environment
• Opportunities to give back to the community
• A commitment to diversity and inclusion

How to Apply

To apply for this position, please submit your resume and cover letter through the RSM careers website.

FAQ

1. What is Financial Due Diligence? Financial due diligence is the process of investigating a company's financials to confirm their accuracy and identify any potential risks or opportunities before a transaction.
2. What industries does RSM's TAS practice serve? We serve a variety of industries, with a particular focus on Financial Services for this role.
3. What qualifications are required for this role? A bachelor's degree in accounting or finance and 5+ years of experience in audit or transaction advisory are required.
4. What software tools are used in this role? Specific tools may vary, but proficiency in financial analysis and data analysis software is expected.
5. What is the career path for this position? This role can lead to Senior Manager, Director, or Partner positions within RSM.
6. What is RSM's approach to work/life balance? RSM offers flexible work arrangements to help employees balance their personal and professional lives.
7. What opportunities are there for professional development? RSM provides various professional development opportunities, including training programs and tuition reimbursement.
8. What is RSM's culture like? RSM has a collaborative, supportive, and inclusive culture focused on employee growth.
9. How does RSM support diversity and inclusion? RSM has a commitment to diversity and inclusion, with various programs and initiatives to support these values.
10. What benefits does RSM offer? RSM offers a comprehensive benefits package, including health insurance, paid time off, and a 401(k) retirement plan.