Tax Senior Manager, Transaction Advisory Services

JOB DESCRIPTION

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.

As a Tax Senior Manager, you will lead transaction advisory engagements, provide tax risk analysis and strategy, manage client relationships, and mentor junior staff to drive the TAS practice growth.

• Serve on multiple client engagement teams, participating in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue.
• Identify and analyze tax risks and opportunities; advise buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses.
• Review and analyze merger agreements and provide opinion letters.
• Review, assess, and advise clients regarding the tax computations reflected in their financial models, and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.
• Manage risk and financial performance of engagements including budgeting, billing, and collection.
• Collaborate closely with and manage colleagues from BDO offices around the world.
• Team with other professionals to identify new marketplace opportunities and grow the BDO TAS practice.
• Build and manage client relationships.
• Develop and mentor subordinates to support career satisfaction and progression.
• Other duties as required.
• Supervise 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 IRS Enrolled Agent (“EA”), or equivalent designation, required.
• Possession of other professional degrees or certifications applicable to the role, preferred.
• Strong Excel, Word, and PowerPoint skills, preferred.
• 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 U.S. federal, international, and state income tax disciplines.
• Fundamental working knowledge of non-income based federal, state, and foreign tax regimes, including 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.

• CPA, attorney, or IRS Enrolled Agent ('EA'), or equivalent, required.

• Strong Excel, Word, and PowerPoint skills, preferred.

• N/A.

• Massachusetts: $170,000 - $220,000.
• NYC/Long Island/Westchester: $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, opportunities for advancement, and a culture centered around meaningful connections, curiosity, and authenticity.

BDO is an ESOP company, offering a unique ownership opportunity through an Employee Stock Ownership Plan, with no employee contributions. We provide comprehensive compensation and Total Rewards benefits.

• Welcoming diverse perspectives and understanding the experience of our professionals and clients.
• Empowering team members to explore their full potential.
• Proactively helping clients navigate an expanding array of complex challenges and opportunities.
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
• Focusing on resilience and sustainability to positively impact our people, clients, and communities.
• BDO Total Rewards encompass so much more than traditional “benefits.”

BDO USA, P.A. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.