Tax Manager, Transaction Advisory Services, Special Projects; M&A Tax

Position: Tax Manager, Transaction Advisory Services, Special Projects (M&A Tax)
Job-:
Generalist

Location:

Los Angeles, CA, United States;
San Francisco, CA, United States;
New York, NY, United States;
McLean, VA, United States;
Boston, MA, United States

Schedule:

Full time Posted:

Job Summary:

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 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

Supervisory Responsibilities:

Supervises staff on all projects and engagements Qualifications,

Knowledge, Skills and Abilities:

Education:

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

Experience:

Five (5) or more years of experience in professional services, required

One (1) or more years of TAS specific experience, preferred

License/

Certifications:

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

Software:

Strong Excel, Word and PowerPoint skills, preferred

Language:

N/AOther Knowledge, Skills, & Abilities:

Experience managing multiple client engagements an 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 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 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: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC/Long Island/Westchester Range: $79,800 - $168,000

About the company

At BDO, how we show up matters. We build strong…