Tax Manager - Federal Mergers & Acquisitions - Transaction Integration and Restructuring

Role Overview

As a Tax Manager in RSM’s Mergers and Acquisitions (M&A) Tax group, you will play a critical role in advising clients on the tax aspects of planning, structuring, and executing M&A transactions. This is a fast-paced, dynamic environment where you will work with private equity firms, family offices, privately held companies, and multinational corporations. Your expertise will be essential in helping clients navigate the complex tax implications of M&A deals, ensuring they maximize value and minimize risk. This position offers significant advancement opportunities within a rapidly growing consulting practice.

Day in the Life

On a typical day, you might find yourself:

• Working as part of a multi-disciplinary team to deliver post-close M&A tax transaction integration assistance.
• Performing transaction cost analysis, including identifying and classifying transaction costs for tax purposes.
• Calculating tax purchase price allocations, determining the fair market value of assets acquired in a transaction.
• Conducting Section 382 ownership change analyses to determine the impact of ownership changes on a company’s ability to utilize net operating losses (NOLs).
• Assisting clients with reorganizations and providing guidance on the tax considerations of such reorganizations.
• Performing consolidated stock basis analysis to determine the tax basis of stock in consolidated groups.
• Conducting earnings and profits (E&P) analysis to determine the amount of a company’s accumulated earnings and profits.
• Calculating gains and losses on transactions, ensuring accurate tax reporting.
• Collaborating with other senior members of the M&A Tax practice on various technical tax issues.
• Managing multiple client engagements simultaneously, ensuring projects are completed on time and within budget.
• Developing, motivating, and training staff and senior-level team members.

Why Raleigh, North Carolina?

Raleigh, North Carolina, offers a vibrant and growing business environment, making it an ideal location for a Tax Manager specializing in M&A. The city boasts a strong economy, driven by technology, healthcare, and education sectors. Raleigh's proximity to major universities, such as North Carolina State University, provides a steady stream of talented professionals. The city also offers a high quality of life, with affordable housing, excellent schools, and a thriving cultural scene. RSM's presence in Raleigh provides access to a diverse client base and opportunities to work on challenging and rewarding projects.

Career Path

This Tax Manager position provides a clear career path within RSM’s M&A Tax practice. You can advance to Senior Manager, Director, and ultimately Partner. RSM is committed to providing its employees with the resources and support they need to grow and develop their careers. The firm offers a variety of training programs, mentorship opportunities, and professional development resources to help you achieve your career goals.

Salary & Benefits

The estimated salary range for this position in Raleigh, North Carolina, is $120,000 to $170,000 annually. RSM offers a competitive benefits package that includes:

• Comprehensive health insurance (medical, dental, vision)
• Generous paid time off (PTO) and holidays
• Flexible work arrangements and schedules
• 401(k) retirement plan with company match
• Life insurance and disability coverage
• Professional development and training opportunities
• Tuition reimbursement program
• Employee assistance program (EAP)
• Wellness programs and resources
• Employee referral bonus program

For more details, visit: https://rsmus.com/careers/working-at-rsm/benefits.

RSM Culture

RSM is committed to creating a diverse and inclusive workplace where all employees feel valued and respected. The firm fosters a collaborative and supportive environment where employees are encouraged to share their ideas and contribute to the success of the firm. RSM is also committed to giving back to the community through volunteer and charitable giving initiatives. RSM’s core values include:

• Respect
• Integrity
• Collaboration
• Excellence
• Stewardship

How to Apply

Interested candidates should submit their resume and cover letter through the RSM careers website. Be sure to highlight your experience in federal tax and M&A, as well as your technical skills and qualifications. Also, make sure to showcase the following skills in your resume and during the interview process:

• Federal Tax Expertise
• Mergers and Acquisitions (M&A) Knowledge
• Transaction Integration Experience
• Corporate Restructuring Skills
• Tax Planning and Structuring Abilities
• Consolidated Returns Proficiency
• S Corporations and Partnerships Knowledge
• Limited Liability Companies (LLCs) Expertise
• Tax Research Skills
• Transaction Cost Analysis Experience
• Purchase Price Allocation Skills
• Section 382 Analysis Proficiency
• Excellent Communication Skills
• Analytical and Problem-Solving Abilities

FAQ

1. What is the typical career path for a Tax Manager in RSM's M&A Tax group?

   The career path typically progresses from Tax Manager to Senior Manager, Director, and ultimately Partner. RSM provides resources and support for career development at each stage.

2. What are the key responsibilities of a Tax Manager in this role?

   Key responsibilities include providing tax advice on M&A transactions, performing transaction cost analysis, calculating purchase price allocations, conducting Section 382 analyses, assisting with reorganizations, and managing multiple client engagements.

3. What qualifications are required for this position?

   A Bachelor's Degree in Accounting or a related field, 5+ years of experience in federal tax with M&A, and a CPA, JD, or EA certification are required. A Master’s Degree in Taxation is preferred.

4. What skills are essential for success in this role?

   Essential skills include a strong understanding of federal tax laws, expertise in M&A transactions, excellent research and writing skills, and the ability to lead multiple client engagements.

5. Does RSM offer flexible work arrangements?

   Yes, RSM offers flexibility in your schedule, empowering you to balance life’s demands while also serving clients.

6. What is RSM's approach to diversity and inclusion?

   RSM is committed to creating a diverse and inclusive workplace where all employees feel valued and respected. The firm fosters a collaborative and supportive environment.

7. What opportunities are there for professional development at RSM?

   RSM offers a variety of training programs, mentorship opportunities, and professional development resources to help employees achieve their career goals.

8. What is the culture like at RSM?

   RSM has a collaborative and supportive culture where employees are encouraged to share their ideas and contribute to the success of the firm.

9. How does RSM support employee well-being?

   RSM offers wellness programs, an employee assistance program (EAP), and other resources to support employee well-being.

10. What is the best way to prepare for an interview for this position?

    Review your experience in federal tax and M&A, highlight your technical skills and qualifications, and be prepared to discuss your approach to managing client engagements and developing staff.