Strong analytical skills with proficiency in Excel, Word, and PowerPoint.
Responsibilities
Participate in due diligence and structuring engagements for private equity and corporate clients.
Advise clients on tax risks and strategies during acquisitions and restructurings.
Review merger agreements and provide opinion letters regarding tax implications.
Evaluate and advise on tax computations for financial models related to transactions.
Manage client engagement risks and oversee financial performance, including budgeting and billing.
Build and maintain client relationships to foster business growth and satisfaction.
Mentor junior staff to support their career development and engagement.
Benefits
Opportunities for mentoring and professional development.
Exposure to high-profile private equity transactions.
Collaborative work environment with global colleagues.
Contribution to the national Tax Advisory Services strategy and market opportunities.
Full Job Description
Job Description
Job Summary:
The Tax Senior 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 Tax strategy.
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
Teams with other professionals to identify new marketplace opportunities and grow the BDO TAS practice
Builds and manages client relationships
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:
Eight (8) or more years of experience in professional services, required
Three (3) or more years of TAS specific 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:
Strong Excel, Word, and PowerPoint skills, preferred
Language:
N/A
Other Knowledge, Skills, & Abilities:
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.
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.
California Range: $170,000 - $220,000
Washington Range: $170,000 - $220,000
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.
