Tax Manager, Transaction Advisory Services-M&A Special Projects

BDO USA; Austin (TX); On-site; USD 120,000 - 140,000; Full time

Job summary

BDO USA in Austin, Texas is looking for a Tax Manager for our Transaction Advisory Services team. This critical role involves managing client engagements, analyzing tax risks, and executing on our national strategy.

The ideal candidate will have at least five years of experience, a relevant bachelor’s degree, and CPA or JD credentials. The salary range for this position is between $120,000 and $140,000.

Qualifications

• Five or more years of experience in professional services required.
• One or more years of TAS specific experience preferred.
• CPA certification, Attorney, or IRS Enrolled Agent required.

Responsibilities

• Supervise staff on all projects and engagements.
• Manage client engagements and deliver on time.
• Identify and analyze tax risks for clients.

Skills

Client engagement management

Tax risk analysis

Excellent verbal and written communication skills

Excel

PowerPoint

Education

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

Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax

Master's degree in Accounting or Tax

Tools

Excel

Word

PowerPoint

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 Tax 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.

Education and Qualifications

• 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.

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, 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.

Salary

Colorado Range: $120,000 - $140,000

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.