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

BDO USA; Boston (MA); On-site; USD 120,000 - 140,000; Full time

Job summary

BDO USA in Boston is seeking a Tax Manager for Transaction Advisory Services. This role will ensure engagements are executed timely while managing client relationships and tax strategies in various transactions. The ideal candidate will have over five years of experience, including TAS-specific experience, and will be responsible for mentoring team members.

A Bachelor’s degree in Accounting or related field is required, along with CPA certification. Competitive salary range is $120,000 - $140,000.

Qualifications

• Five or more years of experience in professional services required.
• One or more years of TAS specific experience preferred.
• CPA certification or equivalent required.

Responsibilities

• Participate in due diligence and structuring engagements.
• Advise clients on tax strategies for acquisitions and dispositions.
• Review and analyze merger agreements.

Skills

Client service management

Tax risk analysis

Verbal communication

Written communication

Technical competence in tax disciplines

Education

Bachelor’s degree (Accounting, Finance, Economics, or Statistics)

Juris Doctor (JD) or Master of Laws (LLM)

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.