BDO USA, LLP

Tax Managing Director, Transaction Advisory Services (M&A)

BDO USA, LLP • $170K — $200K *
Nashville, TN 37203In-Person
Legal & Accounting
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Economics, or Statistics required; JD or LLM preferred
  • Master's degree in Accounting or Tax preferred
  • Minimum of 10 years in professional services
  • At least 3 years of Transaction Advisory Services experience
  • Prior supervisory experience required
  • CPA, Attorney, or EA certification required

Responsibilities

  • Collaborate with Principals and support teams to identify new business opportunities
  • Cultivate and maintain strong client relationships
  • Mentor and develop junior staff members
  • Participate in due diligence and structuring engagements for transactions
  • Manage international colleagues from BDO offices
  • Assess tax risks and opportunities for clients in M&A activities
  • Review and advise on client financial models and transaction-related tax computations

Benefits

  • Employee Stock Ownership Plan (ESOP) providing financial stake in the firm's success
  • Flexibility and opportunities for advancement
  • Supportive culture focused on meaningful connections and curiosity
  • Commitment to delivering exceptional experiences to clients and communities
  • Diverse perspectives welcomed and valued
Full Job Description
Job Description

Job Summary:

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals 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 Principals 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
  • Works closely with and manages colleagues from BDO offices around the world
  • 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:
  • Ten (10) or more years of experience in professional services, required
  • Three (3) or more 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 Microsoft Office suite, required

Language(s):
  • 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.
  • 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


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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