Tax Senior Manager, Transaction Advisory Services

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

Job summary

BDO USA is seeking a Tax Senior Manager for Transaction Advisory Services in San Jose, CA to lead complex engagements and ensure timely delivery aligned with the TAS strategy.

You will manage client relationships, mentor staff, review merger agreements, and analyze tax data within financial models, collaborating across BDO offices to grow the TAS practice.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics required; JD/LLM with tax preferred.
• Master’s degree in Accounting or Tax preferred.
• Eight+ years of professional services experience; TAS experience required.

Responsibilities

• Serve on multiple client engagement teams in tax due diligence and transaction structuring.
• Identify and analyze tax risks and advise buyers and sellers on acquisition strategies.
• Review merger agreements and provide tax opinions.
• Analyze tax data in financial models and projections.
• Manage budgeting, billing, and engagement finances.
• Collaborate with BDO colleagues worldwide and grow TAS practice.
• Build and manage client relationships; mentor staff.
• Travel as necessary to client sites.

Skills

Leadership

Communication

Tax expertise

Client relationships

Travel willingness

Education

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

JD/LLM with tax

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"