Experienced Senior, Transaction Advisory Services-M&A Tax Special Projects​/Studies

Job Summary

The Tax Experienced Senior, Transaction Advisory Services is an essential team member who ensures engagements are executed timely, client expectations are met or exceeded, and supports the overall delivery of the national Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice, includes deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

• Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue.
• 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.

• Supervises staff on 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.

• Four (4) or more years of experience within a professional services firm, 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, 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, etc.
• Strong self‑motivation with the ability to work in a dynamic, time‑sensitive environment with varying deliverables and changing requirements.
• Must be technically competent across multiple U.S. 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 but not limited to indirect, payroll, property and ad valorem taxes.
• Understanding of U.S. GAAP, including the accounting for income tax principles.
• Experience with tax controversy and procedure.
• Ability and willingness to travel, when necessary.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.

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