Tax Senior, Transaction Advisory Services

BDO USA; New York (NY); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a Tax Senior in the Transaction Advisory Services (TAS) group to help ensure timely delivery of engagements and client satisfaction across M&A tax work. You will participate in due diligence, structuring, and post-deal integration, while collaborating with global teams and mentoring junior staff.

The role requires strong tax research skills and knowledge of US federal, state, and international tax regimes, with opportunities to influence strategic deal outcomes.

Qualifications

• Bachelor’s degree required
• JD, LL.M. in Taxation, and/or MST preferred
• 2+ years of relevant experience
• CPA license and/or JD preferred
• Strong Excel, Word and PowerPoint skills
• Experience with tax research tools (Checkpoint, CCH, Lexis)
• Experience managing multiple engagements and client service teams
• Excellent verbal and written communication skills
• Ability to articulate complex tax information
• Willingness to travel as needed
• GAAP knowledge for tax
• Knowledge of various tax regimes (federal/state/international)
• Tax controversy and procedure experience

Responsibilities

• Participate in due diligence and structuring engagements related to transactions
• Identify tax risks and opportunities for buyers and sellers
• Review merger agreements and provide opinions
• Analyze tax computations in financial models and projections
• Manage budgeting, billing, and engagement financials
• Collaborate with BDO offices worldwide
• Develop and mentor junior staff
• Other duties as required

Skills

Excel

Word

PowerPoint

Education

Bachelor's degree

JD/LLM/MST in Taxation (preferred)

Tools

Checkpoint

CCH

Lexis

Job description

JOB DESCRIPTION

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

Education

Qualifications, Knowledge, Skills and Abilities

• 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

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"