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Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!

RSM

Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Transaction Advisory Services Director - Financial Due Diligence - Healthcare

Are you a seasoned financial professional with a passion for mergers and acquisitions (M&A) and a deep understanding of the healthcare industry? Do you thrive in a fast-paced, dynamic environment where you can leverage your expertise to help clients achieve their strategic goals? If so, RSM is looking for a Transaction Advisory Services (TAS) Director to join our award-winning team.

Role Overview

As a TAS Director at RSM, you will be a key leader in our Financial Due Diligence practice, specializing in the healthcare sector. You will be responsible for leading and managing multiple challenging financial due diligence engagements, working with private equity investor groups and strategic corporate buyers and sellers. Your expertise will be crucial in assisting clients with acquisitions and divestitures, providing valuable insights and guidance throughout the transaction process.

This role offers the opportunity to work on high-profile deals, collaborate with a team of experienced professionals, and make a significant impact on our clients' success. You will also have the chance to develop your business development skills, mentor junior staff, and contribute to the growth of our TAS practice.

A Day in the Life

Here's a glimpse into what a typical day might look like as a TAS Director:

  • Morning: Review engagement progress with your team, discuss key findings, and plan next steps.
  • Mid-day: Meet with clients to discuss due diligence findings, address their concerns, and provide recommendations.
  • Afternoon: Participate in business development activities, such as attending industry events or meeting with potential clients.
  • Evening: Prepare and review due diligence reports, ensuring accuracy and completeness.

In addition to these core activities, you may also be involved in mentoring junior staff, developing new service offerings, or participating in internal training programs.

Why [Location]?

RSM has strategically located offices in San Francisco, New York, Nashville, Chicago, and Dallas to best serve our clients across the country. Each of these cities offers unique opportunities for professional growth and personal fulfillment.

  • San Francisco: A hub for innovation and technology, San Francisco offers a vibrant business environment and a thriving healthcare industry.
  • New York: The financial capital of the world, New York provides access to a diverse range of clients and industries.
  • Nashville: A growing healthcare hub, Nashville offers a unique blend of Southern charm and big-city opportunities.
  • Chicago: A major transportation and business center, Chicago provides access to a wide range of industries and clients.
  • Dallas: A rapidly growing city with a strong economy, Dallas offers a business-friendly environment and a diverse population.

Career Path

At RSM, we are committed to providing our employees with opportunities for growth and advancement. As a TAS Director, you will have the opportunity to progress to more senior roles, such as Managing Director or Partner. We also offer a variety of training and development programs to help you enhance your skills and knowledge.

Salary & Benefits

The estimated salary range for this position is $180,000 to $350,000 per year, depending on experience and location. We also offer a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, and more.

RSM Culture

At RSM, we are committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We believe that our people are our greatest asset, and we strive to provide them with opportunities to grow both personally and professionally. We offer a variety of employee resource groups, mentorship programs, and volunteer opportunities to help our employees connect with each other and give back to the community.

How to Apply

If you are interested in joining our team, we encourage you to apply online. Please submit your resume and cover letter, highlighting your relevant experience and skills.

Frequently Asked Questions (FAQ)

  1. What is Transaction Advisory Services? Transaction Advisory Services (TAS) is a specialized area of consulting that provides financial, operational, and strategic advice to companies involved in mergers, acquisitions, divestitures, and other transactions.
  2. What is Financial Due Diligence? Financial due diligence is the process of investigating and verifying the financial information of a company or business being acquired. It involves reviewing financial statements, analyzing key performance indicators, and assessing the risks and opportunities associated with the transaction.
  3. What is the role of a TAS Director? A TAS Director is responsible for leading and managing financial due diligence engagements, working with clients to assess the financial risks and opportunities associated with transactions. They also play a key role in business development and team leadership.
  4. What qualifications are required for this role? A bachelor's degree in accounting or finance is required, along with 10 years of related work experience, including 5+ years of financial due diligence experience. Experience with private equity groups and a proven track record of building a TAS practice are also highly desirable.
  5. What skills are important for success in this role? Strong financial analysis skills, excellent communication and presentation skills, and the ability to manage multiple projects simultaneously are essential for success in this role.
  6. What is the career path for a TAS Director? At RSM, a TAS Director can progress to more senior roles, such as Managing Director or Partner. We also offer a variety of training and development programs to help employees enhance their skills and knowledge.
  7. What is the RSM culture like? RSM is committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We believe that our people are our greatest asset, and we strive to provide them with opportunities to grow both personally and professionally.
  8. What are the benefits of working at RSM? RSM offers a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, and more. We also offer a variety of employee resource groups, mentorship programs, and volunteer opportunities.
  9. How do I apply for this position? You can apply online by submitting your resume and cover letter, highlighting your relevant experience and skills.
  10. What is the interview process like? The interview process typically involves several rounds of interviews with members of the TAS team and HR representatives. You may also be asked to complete a case study or presentation.

Locations

  • San Francisco, California, United States
  • New York, New York, United States
  • Nashville, Tennessee, United States
  • Chicago, Illinois, United States
  • Dallas, Texas, United States

Salary

Estimated Salary Rangemedium confidence

198,000 - 385,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Due Diligenceintermediate
  • Transaction Advisory Servicesintermediate
  • Mergers and Acquisitions (M&A)intermediate
  • Private Equityintermediate
  • Healthcare Industry Knowledgeintermediate
  • Business Developmentintermediate
  • Client Relationship Managementintermediate
  • Team Leadershipintermediate
  • Staff Supervisionintermediate
  • Financial Analysisintermediate
  • Accountingintermediate
  • Financial Modelingintermediate
  • Due Diligence Reportingintermediate
  • Go-to-Market Strategiesintermediate
  • Strategic Planningintermediate

Required Qualifications

  • Bachelor's degree in Accounting or Finance (experience)
  • 10 years of related work experience (experience)
  • 5+ years of financial due diligence experience (experience)
  • Experience with private equity groups (PEG) (experience)
  • Experience developing and supervising staff (experience)
  • Proven track record of building and growing a Transaction Advisory Service Practice (experience)
  • Big Four or similar consulting background (experience)
  • Thorough knowledge of transaction advisory services (experience)
  • Strong financial analysis skills (experience)
  • Excellent communication and presentation skills (experience)
  • Ability to manage multiple projects simultaneously (experience)
  • Strong understanding of M&A processes (experience)
  • Experience in the healthcare industry (preferred) (experience)
  • CPA or CFA certification (preferred) (experience)

Responsibilities

  • Lead and manage multiple challenging financial due diligence engagements
  • Participate in transactions related to acquisitions and divestitures
  • Work with private equity investor groups and strategic corporate buyers and sellers
  • Develop and deliver quality planning approaches
  • Provide timely and responsive services and work products
  • Meet and exceed client expectations
  • Utilize business development skills to build upon transaction advisory services work
  • Identify business opportunities and enhance go-to-market strategies
  • Lead teams to generate a vision
  • Establish direction and motivate team members
  • Create an atmosphere of trust
  • Leverage diverse views and coach staff
  • Prepare and present due diligence reports to clients
  • Manage project budgets and timelines
  • Mentor and train junior staff members
  • Contribute to the development of new service offerings
  • Stay up-to-date on industry trends and regulations

Benefits

  • general: Comprehensive health insurance (medical, dental, vision)
  • general: Generous paid time off (PTO) policy
  • general: Paid holidays
  • general: 401(k) retirement plan with company match
  • general: Employee stock purchase plan (ESPP)
  • general: Life insurance
  • general: Disability insurance (short-term and long-term)
  • general: Flexible spending accounts (FSA)
  • general: Health savings account (HSA)
  • general: Professional development opportunities
  • general: Tuition reimbursement program
  • general: Employee assistance program (EAP)
  • general: Wellness programs
  • general: Parental leave
  • general: Adoption assistance
  • general: Employee referral bonus program
  • general: Performance-based bonuses
  • general: Relocation assistance (if applicable)
  • general: Opportunity for advancement
  • general: Collaborative and supportive work environment

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Tags & Categories

Transaction Advisory ServicesFinancial Due DiligenceHealthcareDirectorSan FranciscoNew YorkNashvilleChicagoDallasMergers and AcquisitionsM&APrivate EquityHealthcare IndustryAccountingFinanceInvestment BankingConsultingValuationDeal AdvisoryBuy-Side DiligenceSell-Side DiligenceDue Diligence ReportingBusiness DevelopmentClient ManagementTeam LeadershipStaff SupervisionRSMConsultingAccountingTaxAudit

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RSM logo

Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!

RSM

Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!

full-timePosted: Feb 17, 2026

Job Description

Transaction Advisory Services Director - Financial Due Diligence - Healthcare

Are you a seasoned financial professional with a passion for mergers and acquisitions (M&A) and a deep understanding of the healthcare industry? Do you thrive in a fast-paced, dynamic environment where you can leverage your expertise to help clients achieve their strategic goals? If so, RSM is looking for a Transaction Advisory Services (TAS) Director to join our award-winning team.

Role Overview

As a TAS Director at RSM, you will be a key leader in our Financial Due Diligence practice, specializing in the healthcare sector. You will be responsible for leading and managing multiple challenging financial due diligence engagements, working with private equity investor groups and strategic corporate buyers and sellers. Your expertise will be crucial in assisting clients with acquisitions and divestitures, providing valuable insights and guidance throughout the transaction process.

This role offers the opportunity to work on high-profile deals, collaborate with a team of experienced professionals, and make a significant impact on our clients' success. You will also have the chance to develop your business development skills, mentor junior staff, and contribute to the growth of our TAS practice.

A Day in the Life

Here's a glimpse into what a typical day might look like as a TAS Director:

  • Morning: Review engagement progress with your team, discuss key findings, and plan next steps.
  • Mid-day: Meet with clients to discuss due diligence findings, address their concerns, and provide recommendations.
  • Afternoon: Participate in business development activities, such as attending industry events or meeting with potential clients.
  • Evening: Prepare and review due diligence reports, ensuring accuracy and completeness.

In addition to these core activities, you may also be involved in mentoring junior staff, developing new service offerings, or participating in internal training programs.

Why [Location]?

RSM has strategically located offices in San Francisco, New York, Nashville, Chicago, and Dallas to best serve our clients across the country. Each of these cities offers unique opportunities for professional growth and personal fulfillment.

  • San Francisco: A hub for innovation and technology, San Francisco offers a vibrant business environment and a thriving healthcare industry.
  • New York: The financial capital of the world, New York provides access to a diverse range of clients and industries.
  • Nashville: A growing healthcare hub, Nashville offers a unique blend of Southern charm and big-city opportunities.
  • Chicago: A major transportation and business center, Chicago provides access to a wide range of industries and clients.
  • Dallas: A rapidly growing city with a strong economy, Dallas offers a business-friendly environment and a diverse population.

Career Path

At RSM, we are committed to providing our employees with opportunities for growth and advancement. As a TAS Director, you will have the opportunity to progress to more senior roles, such as Managing Director or Partner. We also offer a variety of training and development programs to help you enhance your skills and knowledge.

Salary & Benefits

The estimated salary range for this position is $180,000 to $350,000 per year, depending on experience and location. We also offer a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, and more.

RSM Culture

At RSM, we are committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We believe that our people are our greatest asset, and we strive to provide them with opportunities to grow both personally and professionally. We offer a variety of employee resource groups, mentorship programs, and volunteer opportunities to help our employees connect with each other and give back to the community.

How to Apply

If you are interested in joining our team, we encourage you to apply online. Please submit your resume and cover letter, highlighting your relevant experience and skills.

Frequently Asked Questions (FAQ)

  1. What is Transaction Advisory Services? Transaction Advisory Services (TAS) is a specialized area of consulting that provides financial, operational, and strategic advice to companies involved in mergers, acquisitions, divestitures, and other transactions.
  2. What is Financial Due Diligence? Financial due diligence is the process of investigating and verifying the financial information of a company or business being acquired. It involves reviewing financial statements, analyzing key performance indicators, and assessing the risks and opportunities associated with the transaction.
  3. What is the role of a TAS Director? A TAS Director is responsible for leading and managing financial due diligence engagements, working with clients to assess the financial risks and opportunities associated with transactions. They also play a key role in business development and team leadership.
  4. What qualifications are required for this role? A bachelor's degree in accounting or finance is required, along with 10 years of related work experience, including 5+ years of financial due diligence experience. Experience with private equity groups and a proven track record of building a TAS practice are also highly desirable.
  5. What skills are important for success in this role? Strong financial analysis skills, excellent communication and presentation skills, and the ability to manage multiple projects simultaneously are essential for success in this role.
  6. What is the career path for a TAS Director? At RSM, a TAS Director can progress to more senior roles, such as Managing Director or Partner. We also offer a variety of training and development programs to help employees enhance their skills and knowledge.
  7. What is the RSM culture like? RSM is committed to creating a diverse and inclusive work environment where everyone feels valued and respected. We believe that our people are our greatest asset, and we strive to provide them with opportunities to grow both personally and professionally.
  8. What are the benefits of working at RSM? RSM offers a comprehensive benefits package, including health insurance, paid time off, a 401(k) plan, and more. We also offer a variety of employee resource groups, mentorship programs, and volunteer opportunities.
  9. How do I apply for this position? You can apply online by submitting your resume and cover letter, highlighting your relevant experience and skills.
  10. What is the interview process like? The interview process typically involves several rounds of interviews with members of the TAS team and HR representatives. You may also be asked to complete a case study or presentation.

Locations

  • San Francisco, California, United States
  • New York, New York, United States
  • Nashville, Tennessee, United States
  • Chicago, Illinois, United States
  • Dallas, Texas, United States

Salary

Estimated Salary Rangemedium confidence

198,000 - 385,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Financial Due Diligenceintermediate
  • Transaction Advisory Servicesintermediate
  • Mergers and Acquisitions (M&A)intermediate
  • Private Equityintermediate
  • Healthcare Industry Knowledgeintermediate
  • Business Developmentintermediate
  • Client Relationship Managementintermediate
  • Team Leadershipintermediate
  • Staff Supervisionintermediate
  • Financial Analysisintermediate
  • Accountingintermediate
  • Financial Modelingintermediate
  • Due Diligence Reportingintermediate
  • Go-to-Market Strategiesintermediate
  • Strategic Planningintermediate

Required Qualifications

  • Bachelor's degree in Accounting or Finance (experience)
  • 10 years of related work experience (experience)
  • 5+ years of financial due diligence experience (experience)
  • Experience with private equity groups (PEG) (experience)
  • Experience developing and supervising staff (experience)
  • Proven track record of building and growing a Transaction Advisory Service Practice (experience)
  • Big Four or similar consulting background (experience)
  • Thorough knowledge of transaction advisory services (experience)
  • Strong financial analysis skills (experience)
  • Excellent communication and presentation skills (experience)
  • Ability to manage multiple projects simultaneously (experience)
  • Strong understanding of M&A processes (experience)
  • Experience in the healthcare industry (preferred) (experience)
  • CPA or CFA certification (preferred) (experience)

Responsibilities

  • Lead and manage multiple challenging financial due diligence engagements
  • Participate in transactions related to acquisitions and divestitures
  • Work with private equity investor groups and strategic corporate buyers and sellers
  • Develop and deliver quality planning approaches
  • Provide timely and responsive services and work products
  • Meet and exceed client expectations
  • Utilize business development skills to build upon transaction advisory services work
  • Identify business opportunities and enhance go-to-market strategies
  • Lead teams to generate a vision
  • Establish direction and motivate team members
  • Create an atmosphere of trust
  • Leverage diverse views and coach staff
  • Prepare and present due diligence reports to clients
  • Manage project budgets and timelines
  • Mentor and train junior staff members
  • Contribute to the development of new service offerings
  • Stay up-to-date on industry trends and regulations

Benefits

  • general: Comprehensive health insurance (medical, dental, vision)
  • general: Generous paid time off (PTO) policy
  • general: Paid holidays
  • general: 401(k) retirement plan with company match
  • general: Employee stock purchase plan (ESPP)
  • general: Life insurance
  • general: Disability insurance (short-term and long-term)
  • general: Flexible spending accounts (FSA)
  • general: Health savings account (HSA)
  • general: Professional development opportunities
  • general: Tuition reimbursement program
  • general: Employee assistance program (EAP)
  • general: Wellness programs
  • general: Parental leave
  • general: Adoption assistance
  • general: Employee referral bonus program
  • general: Performance-based bonuses
  • general: Relocation assistance (if applicable)
  • general: Opportunity for advancement
  • general: Collaborative and supportive work environment

Target Your Resume for "Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!" , RSM

Get personalized recommendations to optimize your resume specifically for Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now!" , RSM

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

Transaction Advisory ServicesFinancial Due DiligenceHealthcareDirectorSan FranciscoNew YorkNashvilleChicagoDallasMergers and AcquisitionsM&APrivate EquityHealthcare IndustryAccountingFinanceInvestment BankingConsultingValuationDeal AdvisoryBuy-Side DiligenceSell-Side DiligenceDue Diligence ReportingBusiness DevelopmentClient ManagementTeam LeadershipStaff SupervisionRSMConsultingAccountingTaxAudit

Answer 10 quick questions to check your fit for Transaction Advisory Services Director Careers at RSM - San Francisco, CA | Apply Now! @ RSM.

Quiz Challenge
10 Questions
~2 Minutes
Instant Score

Related Books and Jobs

No related jobs found at the moment.