TAS Director - Financial Due Diligence

Role Overview

As a TAS (Transaction Advisory Services) Director specializing in Financial Due Diligence at RSM, you will play a pivotal role in advising clients on critical financial aspects of mergers, acquisitions, and divestitures. This leadership position involves managing multiple engagements, developing client relationships, and contributing to the growth of RSM's Transaction Advisory Services practice. You will work with private equity investor groups and strategic corporate buyers and sellers, providing expert guidance and ensuring smooth and successful transactions.

Day in the Life

A typical day as a TAS Director involves a mix of client interaction, team management, and business development. You might start the day reviewing engagement progress with your team, ensuring everyone is on track and addressing any challenges. Client meetings are a regular occurrence, where you’ll present findings, discuss strategies, and address concerns. You'll also spend time developing proposals for new business, networking with potential clients, and staying updated on industry trends. Managing engagement budgets, reviewing work products, and mentoring junior staff are also key aspects of the role.

Why New York/Stamford?

New York City and Stamford, Connecticut, are major financial hubs, offering a wealth of opportunities for Transaction Advisory Services professionals. These locations provide access to a diverse range of clients, from large corporations to private equity firms. The concentration of financial institutions and businesses in these areas translates to a high demand for due diligence services. Additionally, living and working in these vibrant cities offers cultural experiences, diverse communities, and excellent career growth prospects.

Career Path

The TAS Director role is a senior leadership position at RSM. From here, successful Directors can advance to Managing Director, where they take on greater responsibility for business development, client relationship management, and practice leadership. Opportunities may also arise to specialize in a particular industry or service line within Transaction Advisory Services. RSM provides a supportive environment for career growth, with ongoing training and development programs to help you achieve your professional goals.

Salary & Benefits

The estimated salary range for a TAS Director in Financial Due Diligence in the New York/Stamford area is $180,000 to $300,000 per year, depending on experience and qualifications. RSM offers a comprehensive benefits package, including health, dental, and vision insurance, paid time off, flexible work arrangements, a 401(k) plan with company match, and opportunities for professional development. RSM’s benefits package is designed to support employees' physical, financial, and emotional well-being.

RSM Culture

RSM's culture is built on the values of respect, integrity, teamwork, and excellence. The firm fosters a collaborative environment where employees are encouraged to share ideas, learn from each other, and contribute to the success of the team. RSM is committed to diversity and inclusion, creating a workplace where everyone feels valued and respected. The firm also prioritizes work-life balance, offering flexible work arrangements and promoting employee well-being.

How to Apply

To apply for the TAS Director - Financial Due Diligence position at RSM, please visit the RSM careers website (rsmus.com/careers). Search for the job title and location to find the specific job posting. Submit your resume and cover letter, highlighting your relevant experience and qualifications. Be sure to showcase your leadership skills, transaction advisory experience, and business development abilities.

Frequently Asked Questions (FAQ)

1. What is Financial Due Diligence? Financial Due Diligence is the process of investigating and verifying the financial information of a company in connection with a potential transaction, such as a merger, acquisition, or divestiture. It involves reviewing financial statements, analyzing key performance indicators, and identifying potential risks and opportunities.

2. What is the typical work-life balance for a TAS Director at RSM? RSM is committed to providing flexible work arrangements to support employees' work-life balance. While the role can be demanding, particularly during peak transaction periods, the firm encourages employees to prioritize their well-being and maintain a healthy balance between work and personal life.

3. What are the key skills needed to be successful in this role? Key skills include financial analysis, transaction advisory, business development, team leadership, client management, and communication.

4. What kind of training and development opportunities does RSM offer? RSM offers a variety of training and development programs, including technical training, leadership development, and industry-specific training. The firm also encourages employees to pursue professional certifications and provides support for continuing education.

5. How does RSM support diversity and inclusion? RSM is committed to creating a diverse and inclusive workplace where everyone feels valued and respected. The firm has various initiatives to promote diversity and inclusion, including employee resource groups, diversity training, and inclusive hiring practices.

6. What is the company culture like at RSM? RSM’s culture is collaborative, supportive, and focused on employee development. The firm values teamwork, integrity, and excellence.

7. What opportunities are there for advancement at RSM? RSM offers numerous opportunities for advancement. The TAS Director role can lead to positions such as Managing Director, Partner, or other leadership roles within the firm.

8. What types of clients does RSM work with in Transaction Advisory Services? RSM works with a diverse range of clients, including private equity firms, strategic corporate buyers, and sellers across various industries.

9. What is the interview process like for this position? The interview process typically involves multiple rounds of interviews with HR representatives, hiring managers, and partners. Candidates may be asked to complete case studies or presentations to demonstrate their skills and experience.

10. What are the expectations for business development in this role? Business development is an important aspect of the TAS Director role. You will be expected to identify new business opportunities, build client relationships, and contribute to the growth of RSM's Transaction Advisory Services practice.