Tax Senior Manager, Transaction Advisory Services

BDO USA; San Diego (CA); On-site; USD 170,000 - 270,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager to lead Transaction Advisory Services engagements in the U.S. with emphasis on tax strategy and due diligence for complex transactions. You will collaborate across teams to deliver timely results and manage engagement risk.

The role requires extensive TAS experience, leadership, and strong tax knowledge across federal, state, and international regimes. Travel is involved as needed and candidate must be eligible to work in the U.S.

Qualifications

• Bachelor’s degree required; professional credentials encouraged
• Eight+ years of experience in professional services with TAS exposure
• CPA, Attorney or EA designation (or equivalent) preferred

Responsibilities

• Participate in due diligence and structuring engagements for transactions
• Advise on tax risks and opportunities for acquisitions, dispositions and restructurings
• Review merger agreements and provide opinions on tax implications
• Analyze tax computations in financial models and assist in tax data analysis
• Manage risk, budgeting, billing and engagement profitability
• Collaborate with BDO offices worldwide and grow TAS practice
• Mentor and develop junior staff

Skills

Client management

Communication skills

Tax knowledge

Travel willingness

Education

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

JD or LLM with tax focus

Master’s in Accounting/Tax

Tools

Excel

Word

PowerPoint

Job description

JOB DESCRIPTION

The Tax Senior 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 Tax strategy.

Job Summary

The Tax Senior 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 Tax strategy.

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
• Teams with other professionals to identify new marketplace opportunities and grow the BDO TAS practice
• Builds and manages client relationships
• 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

• 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

• Eight (8) or more years of experience in professional services, required
• Three (3) or more years of TAS specific 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

• 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.
• 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: $170,000 - $270,000

Maryland Range: $170,000 - $270,000

NYC/Long Island/Westchester Range: $170,000 - $270,000

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"