BDO USA, LLP

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

BDO USA, LLP$120K — $140K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, or Statistics required; Juris Doctor (JD) or Master of Laws (LLM) in tax preferred
  • Five years of experience in professional services required; TAS-specific experience preferred
  • CPA, Attorney, or IRS Enrolled Agent certification required; other professional certifications preferred
  • Strong Excel, Word, and PowerPoint skills preferred
  • Excellent verbal and written communication skills

Responsibilities

  • Serve on multiple client engagement teams for due diligence and transaction structuring
  • Identify and assess tax risks and opportunities for buyers and sellers
  • Assist in analyzing merger agreements and drafting opinion letters
  • Review and provide guidance on tax computations in client financial models
  • Manage engagement risks and financial performance, including budgeting and billing
  • Develop and mentor junior staff to foster their career growth

Benefits

  • Professional development opportunities
  • Collaborative work environment across global offices
  • Mentoring and coaching support for career advancement
Full Job Description
Job Description

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/A

Other 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.

Colorado Range: $120,000 - $140,000

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
Founded
1910

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