TAS Manager - Financial Due Diligence at RSM: Role Overview

As a TAS Manager specializing in Financial Due Diligence at RSM, you will play a crucial role in assisting clients with their mergers and acquisitions (M&A) activities. This position offers a unique opportunity to work with a nationally recognized Mergers and Acquisitions Advisory practice, providing buy-side and sell-side financial, technology, and operational due diligence services. You will be responsible for performing detailed financial analyses, participating in client meetings, and interacting with top-level management to gather pertinent information. Your expertise will help clients evaluate their acquisition decisions and financing requirements, ensuring successful transactions.

A Day in the Life of a Financial Due Diligence Manager

A typical day for a Financial Due Diligence Manager at RSM involves a variety of tasks that require strong analytical and communication skills. Here’s a glimpse:

• Client Meetings and Site Visits: Participating in meetings and site visits to gather financial information and understand the target company’s operations.
• Financial Analysis: Conducting detailed reviews of financial statements, identifying trends, and assessing risks and opportunities.
• Report Preparation: Preparing comprehensive due diligence reports summarizing findings and recommendations for clients.
• Team Collaboration: Working closely with other team members, including tax, audit, and consulting professionals, to provide integrated solutions.
• Client Communication: Communicating with clients to provide updates on project status and address any questions or concerns.
• Proposal Development: Assisting in the preparation of proposals and engagement letters for new clients.
• Professional Development: Staying up-to-date with accounting standards, regulations, and industry best practices.

Why New York and Stamford?

Working in New York and Stamford provides access to a dynamic and thriving business environment. These locations are hubs for finance, private equity, and corporate headquarters, offering numerous opportunities for professional growth and networking.

• New York: As a global financial center, New York offers exposure to a wide range of industries and complex transactions. The city’s vibrant culture and diverse professional landscape make it an ideal place to advance your career.
• Stamford: Located in close proximity to New York City, Stamford provides a more suburban setting while still offering access to major corporations and financial institutions. The lower cost of living and high quality of life make it an attractive location for professionals.

Career Path at RSM

RSM is committed to the professional growth of its employees. The career path for a TAS Manager in Financial Due Diligence can lead to:

• Senior Manager: Leading larger and more complex engagements, managing teams, and developing client relationships.
• Director: Focusing on business development, client management, and strategic initiatives.
• Partner: Taking on leadership roles within the firm, driving growth, and mentoring junior staff.

RSM provides numerous training programs, mentorship opportunities, and resources to help employees achieve their career goals.

Salary and Benefits

RSM offers a competitive salary and benefits package that includes:

• Salary: The estimated salary range for a TAS Manager in Financial Due Diligence in New York and Stamford is $130,000 to $180,000 per year, depending on experience and qualifications.
• Health Insurance: Comprehensive medical, dental, and vision coverage.
• Paid Time Off: Generous vacation, sick leave, and holidays.
• Retirement Plan: 401(k) plan with company match.
• Professional Development: Tuition reimbursement and training programs.
• Flexible Work Arrangements: Options for remote work and flexible scheduling.
• Employee Assistance Program: Resources for personal and professional well-being.

For more details on RSM’s total rewards, visit https://rsmus.com/careers/working-at-rsm/benefits.

RSM Culture

RSM’s culture is built on a foundation of:

• Respect: Valuing diverse perspectives and fostering an inclusive environment.
• Integrity: Maintaining the highest ethical standards.
• Collaboration: Working together to achieve common goals.
• Excellence: Striving for continuous improvement and delivering exceptional service.
• Stewardship: Giving back to the community and supporting sustainable practices.

RSM is committed to creating a workplace where employees feel valued, supported, and empowered to reach their full potential.

How to Apply

To apply for the TAS Manager - Financial Due Diligence position at RSM, visit the RSM careers website and search for the job posting. Submit your resume and cover letter, highlighting your relevant experience and qualifications.

Frequently Asked Questions (FAQ)

1. What qualifications are required for this role?

   A bachelor's degree in accounting or finance, 5+ years of experience in audit or transaction advisory services, and prior financial due diligence experience are required.

2. Is a CPA certification required?

   A CPA certification is preferred but not required.

3. What is the expected travel for this position?

   The expected travel is up to 10-15% locally and nationally.

4. What software skills are necessary?

   Proficiency in Microsoft Excel and PowerPoint is essential.

5. What are the primary responsibilities of this role?

   The primary responsibilities include performing financial due diligence, preparing financial analyses, and participating in client meetings.

6. What opportunities for professional development are available?

   RSM offers numerous training programs, mentorship opportunities, and tuition reimbursement.

7. What is the company culture like at RSM?

   RSM has a culture built on respect, integrity, collaboration, excellence, and stewardship.

8. Are flexible work arrangements available?

   Yes, RSM offers flexible work arrangements and scheduling options.

9. What benefits does RSM offer?

   RSM offers a competitive salary, comprehensive health insurance, paid time off, a 401(k) plan, and more.

10. How can I apply for this position?

    Visit the RSM careers website and search for the job posting to submit your resume and cover letter.