Tax Experienced Manager, Transaction Advisory Services, Special Projects (M&A)

BDO USA; Columbus (OH); On-site; USD 155,000 - 172,000; Full time

Job summary

A leading professional services firm located in Columbus, Ohio is seeking a Tax Experienced Manager for its Transaction Advisory Services. The role requires managing client engagements, drafting reports, and collaborating closely with teams. A Bachelor's degree and significant experience in tax are required, along with project management and excellent communication skills. The position offers a competitive salary ranging between $155,000 and $172,000, contingent on experience and location.

Qualifications

• Seven or more years of experience in professional services.
• Two or more years of TAS specific experience preferred.
• CPA certification or equivalent designation required.

Responsibilities

• Manage multiple client engagement teams effectively.
• Draft high-level scopes and data request lists.
• Prepare concise tax due diligence reports with minimal revisions.

Skills

Project management

Verbal communication

Written communication

Client engagement management

Data analysis

Negotiation

Tax law knowledge

Education

Bachelor's degree in Accounting, Finance, Economics, or Statistics

JD, LL.M. in Taxation

Master’s in Taxation

Tools

Microsoft Excel

MS Outlook

MS Word

MS PowerPoint

Tax research databases

Job description

Job Description

The Tax Experienced 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 strategy.

Practice Services

Our M&A Tax (TAS) practice services include deal structuring, due diligence, post‑deal integration, tax attribute management, and opinions and ruling requests.

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.
• Applies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as needed.
• Explains each step involved in the TAS Tax process and/or SOW and begins to execute them effectively.
• Drafts high‑level scope and request list of data needed to perform work with minimal guidance.
• Effectively organizes large amounts of data and tracks data provided and what is still pending from client.
• Prepares agenda and preliminary questions for due diligence calls; leads calls effectively with minimal intervention from upper management.
• With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses.
• Participates meaningfully on tax due diligence calls, walking clients through the agenda and asking probing, fact‑finding questions to gather information and understand structure of the company.
• Discerns when expertise from specialty groups is needed; crafts internal communication to National Tax Office and other internal experts for leadership review.
• Writes concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper management.
• With guidance from more senior team members, prepares basic tax models, including step‑up / tax benefit analyses, calculation of “make‑whole” payments, and tax “leakage,” that include a clearly written narrative and list of assumptions.
• Reviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumen.
• Develops and presents M&A tax technical internal training sessions.
• Identifies opportunities to expand business and relays to upper management.
• Supports as directed in the drafting of compelling proposals, RFP responses, and presentations.
• Manages risk and financial performance of engagements including budgeting, billing and collection.

Supervisory Responsibilities

• Supervises staff and senior associates on all projects and engagements.
• Acts as a career advisor to Associates and Senior Associates, as applicable.

Education

Required: Bachelor’s degree in Accounting, Finance, Economics, or Statistics, or a Bachelor’s degree, JD, LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university.

Qualifications, Knowledge, Skills and Abilities

• Bachelor’s degree, JD, LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university, required.
• Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred.
• Master’s degree in Accounting or Tax, preferred.

Experience

• Seven (7) or more years of experience in professional services, required.
• Two (2) or more years of TAS specific experience, preferred.

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.
• CPA License and/or J.D., preferred.

Software

• Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, required.
• Proficient in MS Outlook, Word, and PowerPoint, required.
• Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred.

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.
• Strong self‑motivation with the ability to work in a dynamic, time‑sensitive environment with varying deliverables and changing requirements.
• Must be technically competent across multiple U.S. 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 U.S. GAAP, including the accounting for income tax principles.
• Experience with tax controversy and procedure.
• Ability and willingness to travel, when necessary.

Salary Range

Colorado: $155,000 - $172,000
Washington: $155,000 - $172,000

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.