Tax Manager, Transaction Advisory Services; Special Projects

Overview

Tax Manager, Transaction Advisory Services (Special Projects) at BDO USA. The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded, and support the overall delivery of the national TAS strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Job Description:

The Tax Manager, Transaction Advisory Services role supports the national TAS strategy and delivers TAS services for transactions, including deal structuring, due diligence, post-deal integration, tax attribute management, and opinions/ruling requests.

• Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities
• Identifies and analyzes tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
• Assists in reviewing and analyzing merger agreements and providing opinion letters
• Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction
• Manages risk and financial performance of engagements including budgeting, billing and collection
• Works closely with and manages colleagues from BDO offices around the world
• Develops and mentors subordinates in order to support career satisfaction and progression
• Other duties as required

• Supervises staff on all projects and engagements

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred
• Master’s degree in Accounting or Tax, preferred

• Five (5) or more years of experience in professional services, required
• One (1) or more years of TAS specific experience, preferred

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations, required
• Possession of other professional degrees or certifications applicable to the role, preferred

• Strong Excel, Word and PowerPoint skills, preferred

• N/A

• Experience managing multiple client engagements and client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex information when providing crucial negotiation insights
• Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
• Technical competency across multiple US federal, international and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income based federal, state and foreign tax regimes, including indirect, payroll, property and ad valorem taxes
• Understanding of US GAAP, including the accounting for income tax principles
• Experience with tax controversy and procedure
• Ability and willingness to travel, when necessary

Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography. Colorado Range: $120,000 - $140,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers on meaningful connections, curiosity, and authenticity, while making a positive difference. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth with the U.S. team.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.