Tax Senior, Transaction Advisory Services; Special Projects
Listed on 2026-01-12
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Finance & Banking
Corporate Finance, Financial Compliance, Financial Analyst, Financial Consultant
Job Summary
The Tax Senior, 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 Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services, includes deal structuring, due diligence, post‑deal integration, tax attribute management, and opinions and ruling requests.
Job Duties- 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.
- Other duties as required.
- Supervises staff on projects and engagements.
Skills and Abilities
Education
- Bachelor's degree required.
- J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred.
- Two (2) or more years of relevant experience.
- CPA License and/or J.D. preferred.
- Strong Excel, Word, and PowerPoint skills preferred.
- N/A.
- Excellent tax research skills, including mastery of Checkpoint, CCH, and/or Lexis.
- 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.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $80,000 - $140,000
Maryland Range: $80,000 - $140,000
NYC/Long Island/Westchester Range: $80,000 - $140,000
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