Tax Manager, Transaction Advisory Services, Special Projects (M&A Tax)

BDO USA; New York (NY); On-site; USD 79,800 - 168,000; Full time

Job summary

BDO USA is seeking a Tax Manager in Transaction Advisory Services to help drive timely delivery of engagements and align with the national TAS strategy. Responsibilities include due diligence, structuring, and advising on tax aspects of acquisitions and restructurings.

The role requires tax credentials (CPA or attorney) with several years in professional services and strong communication abilities. Travel may be required.

Qualifications

• Bachelor's degree in accounting or related field is required.
• JD/LLM focused on tax and/or masters in accounting/tax preferred.
• CPA or attorney designation is required or equivalent.

Responsibilities

• Participate on client engagement teams for due diligence and structuring engagements.
• Identify tax risks and opportunities for buyers/sellers in transactions.
• Review merger agreements and provide opinions.
• Analyze tax data in models and support financial projections for transactions.
• Manage budgets, billing and engagement performance; coordinate with global offices.
• Mentor and develop junior staff.

Education

Bachelor’s degree in Accounting/Finance/Economics/Statistics

JD or LLM with focus on tax

Master’s degree in Accounting or Tax

US tax knowledge

Strong Excel/Word/PowerPoint

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 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

Supervisory Responsibilities

• Supervises staff on all projects and engagements

Education

Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred

Qualifications, Knowledge, Skills and Abilities

• 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 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

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

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