Tax Managing Director, Transaction Advisory Services

BDO USA; Houston (TX); On-site; USD 300,000 - 450,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a Tax Managing Director, Transaction Advisory Services in Houston to lead teams on large-firm M&A tax consulting, deal structuring, due diligence, and post-deal integration.

You will collaborate with west region principals, grow the practice, manage client relationships, supervise staff, and guide tax strategy across multiple jurisdictions while ensuring fiscal discipline and successful transactions.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
• JD or LLM with tax focus preferred.
• Master’s degree in Accounting or Tax preferred.
• Ten+ years in professional services; TAS experience; supervisory experience.
• CPA/Attorney/IRS Enrolled Agent; or equivalent.
• Proficient in Microsoft Office.

Responsibilities

• Identify marketplace opportunities and develop new business.
• Build and manage significant client relationships.
• Mentor staff and contribute to team building.
• Lead due diligence and structuring engagements related to transactions.
• Work with BDO offices worldwide and manage engagement teams.
• Advise on tax risks and opportunities for acquisition, disposition, and restructuring.

Skills

Client relationships

Mentoring staff

Tax strategy

US GAAP

Education

Bachelor degree in Accounting/Finance/Economics/Statistics

JD/LLM focusing on tax

Master’s in Accounting/Tax

Tools

Microsoft Office

Job description

JOB DESCRIPTION

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).

Job Summary

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).

Job Duties

• Teams with Principals and internal support functions (BD, marketing, etc.) to identify new marketplace opportunities and develop new business
• Builds and manages significant client relationships (new and existing)
• Mentors staff and otherwise significantly contributes to team/resource building
• 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
• Works closely with and manages colleagues from BDO offices around the world
• 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
• 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

Qualifications, Knowledge, Skills and Abilities

• 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

• Ten (10) or more years of experience in professional services, required
• Three (3) or more years of TAS relevant experience, required
• Prior supervisory experience, required

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

• Proficient in Microsoft Office suite, required

Language(s)

• N/A

Other Knowledge, Skills, & Abilities

• Experience managing multiple client engagements an client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex information when providing crucial negotiation insights, etc.
• 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: $300,000 - $450,000

Maryland Range: $300,000 - $450,000

NYC/Long Island/Westchester Range: $300,000 - $450,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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"