Tax Senior – M&A & Transaction Advisory

BDO USA, LLP; Chicago (IL); On-site; USD 80,000 - 140,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior to support Transaction Advisory Services in the Mergers and Acquisitions tax group. You will participate in due diligence and deal structuring for transactions pursued by private equity and strategic buyers, advising on tax risks and opportunities throughout the deal lifecycle.

The role requires strong tax research skills, experience with merger agreements, and the ability to manage multiple client engagements with a global team.

Qualifications

• Bachelor's degree required.
• J.D., LL.M. in Taxation, and/or MST from an accredited college/university preferred.
• Two (2) or more years of relevant experience.
• CPA License and/or J.D. preferred.
• Strong tax research skills, including mastery of Checkpoint, CCH and/or Lexis.
• Experience managing multiple client engagements and client service teams.

Responsibilities

• 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 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 analysis of 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.

Skills

Tax research

Project management

Communication skills

Leadership

Education

Bachelor's degree

J.D./LL.M. in Taxation or MST

Tools

Excel

Word

PowerPoint

Job description

BDO USA, LLP is seeking a Tax Senior to support Transaction Advisory Services in the Mergers and Acquisitions tax group. You will participate in due diligence and deal structuring for transactions pursued by private equity and strategic buyers, advising on tax risks and opportunities throughout the deal lifecycle.

The role requires strong tax research skills, experience with merger agreements, and the ability to manage multiple client engagements with a global team.