M&A Tax Senior — Deal Structuring & Due Diligence

BDO USA; San Jose (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

BDO USA is seeking a Tax Senior in Transaction Advisory Services to support tax strategy delivery on M&A engagements across the US. You will work with deal teams to assess tax risks and optimize structuring and diligence, and you will assist with tax data in financial models and projections.

The role requires a bachelor’s degree with 2+ years of experience; CPA and/or J.D. is preferred. Strong Excel, Word and PowerPoint skills are required to manage budgets, billing and client communications.

Qualifications

• Bachelor’s degree required.
• J.D., LL.M. in Taxation, and/or MST preferred.
• Two (2) or more years of relevant experience.
• CPA License and/or J.D. preferred.
• Strong Excel, Word and PowerPoint skills.

Responsibilities

• Serves on multiple client engagement teams for due diligence and transaction structuring.
• Identifies tax risks and opportunities for acquisition, disposition, and restructuring.
• Reviews merger agreements and provides opinion letters.
• Assists in tax computations in financial models and projections for transactions.
• Manages budgets, billing and collection and coordinates with global BDO offices.

Skills

Excel

Word

PowerPoint

Tax research

Education

Bachelor's degree

J.D., LL.M. in Taxation, MST preferred

Tools

Checkpoint

CCH

Lexis

Job description

BDO USA is seeking a Tax Senior in Transaction Advisory Services to support tax strategy delivery on M&A engagements across the US. You will work with deal teams to assess tax risks and optimize structuring and diligence, and you will assist with tax data in financial models and projections.

The role requires a bachelor’s degree with 2+ years of experience; CPA and/or J.D. is preferred. Strong Excel, Word and PowerPoint skills are required to manage budgets, billing and client communications.