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

BDO USA, Llp; New York (NY); Vor Ort; USD 110.000 - 140.000; Vollzeit

Zusammenfassung

BDO USA, Llp is seeking a Tax Manager, Transaction Advisory Services to lead client engagements and deliver M&A tax services in New York. The ideal candidate will have a bachelor's degree, CPA certification, and extensive experience in professional services.

This role involves managing client relationships, tax risk analysis, and supervising team members. The position offers opportunities for career advancement and requires self-motivation and strong communication skills.

Qualifikationen

• Five (5) or more years of experience in professional services, required.
• One (1) or more years of TAS specific experience, preferred.
• CPA certification or equivalent required.

Aufgaben

• Participate in due diligence and structuring engagements.
• Identify and analyze tax risks for clients.
• Review merger agreements and provide opinion letters.
• Manage financial performance of client engagements.

Kenntnisse

Client engagement management

Tax risk analysis

Communication skills

Self-motivation

Ausbildung

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

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

Master’s degree in Accounting or Tax

Tools

Excel

Word

PowerPoint

Jobbeschreibung

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

New York, NY, United States and 8 more

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 (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, 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 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

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.