Tax Senior, Transaction Advisory Services

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

Job Summary:

The Tax Senior, 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 Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (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
• Other duties as required

Supervisory Responsibilities:

• Supervises staff on projects and engagements

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree required
• J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university preferred

Experience:

• Two (2) or more years of relevant experience

License/Certifications:

• CPA License and/or J.D. preferred

Software:

• Strong Excel, Word and PowerPoint skills preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis
• 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

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: $80,000 - $140,000
Maryland Range: $80,000 - $140,000
NYC/Long Island/Westchester Range: $80,000 - $140,000