Senior Tax Advisor, M&A & Transaction Advisory

BDO USA; Charlotte (NC); On-site; USD 80,000 - 140,000; Full time

Job summary

BDO USA in the United States seeks a Tax Senior, Transaction Advisory Services to help ensure engagements are executed timely and client expectations are met while supporting the national TAS Tax strategy.

The role covers deal structuring, due diligence, post-deal integration, tax attribute management, and opinions/ruling requests, with opportunities to mentor staff and collaborate across BDO offices worldwide.

Qualifications

• Bachelor’s degree required.
• J.D., LL.M. in Taxation, and/or MST from an accredited college/university preferred.
• Two (2) or more years of relevant experience.
• CPA License and/or J.D. preferred.

Responsibilities

• Participate in due diligence and structuring engagements related to transactions that private equity and strategic corporate entities pursue.
• Identify and analyze tax risks and opportunities while advising buyers and sellers on tax strategies for acquisition, disposition, and restructuring.
• Assist in reviewing merger agreements and providing opinion letters.
• Review tax computations in financial models and assist in analysis of tax data in financial projections for the transaction.
• Manage risk and financial performance of engagements including budgeting, billing and collection.

Skills

Tax due diligence

Engagement management

Communication skills

Team leadership

Tax research

Education

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

Tools

Excel

Word

PowerPoint

Job description

BDO USA in the United States seeks a Tax Senior, Transaction Advisory Services to help ensure engagements are executed timely and client expectations are met while supporting the national TAS Tax strategy.

The role covers deal structuring, due diligence, post-deal integration, tax attribute management, and opinions/ruling requests, with opportunities to mentor staff and collaborate across BDO offices worldwide.