Job DescriptionJob 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: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.
Massachusetts Range: $170,000 - $220,000
NYC/Long Island/Westchester Range: $170,000 - $220,000
