Tax Manager, Transaction Advisory Services (M&A)

BDO USA, LLP; Chicago (IL); On-site; USD 79,800 - 168,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Manager in Transaction Advisory Services to guide engagements ensuring timely delivery and client satisfaction as part of the national TAS strategy. The role covers deal structuring, due diligence, post-deal integration, tax attributes, and opinions and ruling requests.

The position requires extensive TAS experience, CPA/JD/LLM with tax focus and strong communication skills to coordinate with global teams and manage budgets and client expectations.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or Statistics is required; JD/LLM with tax focus preferred.
• Master's in Accounting or Tax is preferred.
• CPA, Attorney (US jurisdiction) or Enrolled Agent or equivalent required or preferred.

Responsibilities

• Participate in due diligence and structuring engagements for 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 opinions letters.
• Analyze tax computations in financial models and assist in tax data analysis for transactions.
• Manage budgeting, billing, and collection; monitor engagement performance.
• Collaborate with BDO offices worldwide and mentor subordinates.
• Perform other duties as required.

Skills

Client management

Communication

Analytical ability

Time management

Tax/regulatory knowledge

Education

Bachelor's degree in Accounting/Finance/Economics

JD or LLM with tax focus

Master's degree in Accounting/Tax

Job description

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 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

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:

• 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 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 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