Tax Senior Manager, Transaction Advisory Services

Tax Senior Manager, Transaction Advisory Services

Join to apply for the Tax Senior Manager, Transaction Advisory Services role at BDO USA

The Tax Senior 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 Tax strategy.

• 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
• Teams with other professionals to identify new marketplace opportunities and grow the BDO TAS practice
• Builds and manages client relationships
• 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

• Eight (8) or more years of experience in professional services, required
• Three (3) or more years of TAS specific experience, required

• 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
• Must be technically competent 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 but not limited to 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 to a candidate are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

Massachusetts Range: $170,000 - $220,000

NYC/Long Island/Westchester Range: $170,000 - $220,000

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 is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.

The ESOP…