Tax Manager, Transaction Advisory Services

BDO USA; San Francisco (CA); On-site; USD 80,000 - 168,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Equal Opportunity Employer

Job summary

BDO USA is seeking a Tax Manager for Transaction Advisory Services to support timely delivery of TAS engagements, including deal structuring and due diligence, for national clients. The role involves evaluating tax risks and opportunities and advising buyers and sellers on acquisition strategies.

You will supervise staff, collaborate with BDO offices worldwide, and mentor team members while ensuring high-quality client service in a fast-paced environment.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• JD or LLM with a focus on tax preferred; Master’s in Accounting/Tax preferred.

Responsibilities

• Participate in due diligence and structuring engagements related to transactions pursued by private equity and strategic buyers/sellers.
• Identify and analyze tax risks and opportunities; advise on acquisition, disposition, and restructuring strategies.
• Review merger agreements and provide opinion letters; analyze tax computations in financial models and projections.
• Manage engagements’ budgeting, billing and collections; oversee cross-office collaboration.
• Mentor subordinates and develop career progression; perform other duties as required.

Skills

Due diligence analysis

Tax risk assessment

Structuring engagements

Budgeting and billing

Mentoring staff

Education

Bachelor's degree in Accounting/Finance/Economics

JD or LLM in Tax

Master's in Accounting/Tax

Tools

Excel

Word

PowerPoint

Job description

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

Job Summary The Tax 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. 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
• 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
• 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:

• 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

• Five (5) or more years of experience in professional services, required
• One (1) 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

  Software

  • Strong Excel, Word and PowerPoint skills, preferred

  Language

  • N/A

  Other Knowledge, Skills, & Abilities

  • Experience managing multiple client engagements an client service teams
  • Excellent verbal and written communication skills
  • Ability to articulate complex information when providing crucial negotiation insights, etc.
  • 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 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.

  National Range: $79,800 - $168,000

  Maryland Range: $79,800 - $168,000

  NYC/Long Island/Westchester Range: $79,800 - $168,000

  About Us

  At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

  Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

  BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

  We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

  Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

  • Benefits may be subject to eligibility requirements.

  Equal Opportunity Employer, including disability/vets

  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"