BDO USA, LLP

Tax Director, Transaction Advisory Services (M&A)

BDO USA, LLP • $150K — $200K *
Houston, TX 77084In-Person
Legal & Accounting
8 - 10 years of experience
Reposted 6 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; preferred in Accounting, Finance, Economics, or Statistics
  • Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax preferred
  • Master's degree in Accounting or Tax preferred
  • Nine or more years of relevant experience with at least five years in TAS required
  • Prior supervisory experience required
  • CPA, JD, EA, or equivalent certification required

Responsibilities

  • Team with partners and internal functions to identify and develop new business opportunities
  • Build and manage relationships with existing and new clients
  • Mentor staff and contribute to team and resource building
  • Actively participate in client engagement teams for M&A transactions
  • Analyze tax risks and opportunities for buyers and sellers
  • Review merger agreements and provide tax opinion letters
  • Manage engagement risk and financial performance including budgeting and billing

Benefits

  • Flexibility and opportunities for career advancement
  • Employee Stock Ownership Plan (ESOP) providing a share in the firm's success
  • Comprehensive Total Rewards benefits offerings
  • Commitment to diversity and empowering team members
  • Focus on delivering exceptional experiences and positive impact in communities
Full Job Description
Job Description

Job Summary:

The Tax Director, Transaction Advisory Services is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).

Job Duties:
  • Teams with partners and internal support functions (BD, marketing, etc.) to identify new marketplace opportunities and develop new business
  • Builds and manages significant client relationships (new and existing)
  • Mentors staff and otherwise significantly contributes to team/resource building
  • 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
  • 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:
  • Nine (9) or more years of relevant experience, with no less than five (5) years of TAS relevant experience, required
  • Prior supervisory experience, required

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:
  • Proficient in the use of Microsoft Office suite, required

Other Knowledge, Skills & Abilities:
  • Knowledge 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.
  • 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
  • Knowledge with tax controversy and procedure
  • Ability and willingness to travel, when necessary


About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Legal & Accounting
Founded
1910
* Ladders Estimates

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