Tax Senior, Transaction Advisory Services (M&A)

BDO USA; Washington (District of Columbia); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

ESOP

Total Rewards package

Job summary

BDO USA is seeking a Tax Senior in Transaction Advisory Services to help ensure engagements are delivered timely and client expectations are met. The role supports deal structuring, due diligence, post-deal integration, tax attribute management, and opinions requests within the M&A tax group.

You will work with client teams, assess tax risks, review merger agreements, mentor staff, and coordinate with BDO offices worldwide.

Qualifications

• Bachelor’s degree required.
• Two or more years of relevant experience.
• CPA license and/or J.D. preferred.
• Excellent tax research skills with tools like Checkpoint, CCH and Lexis.

Responsibilities

• Serves on multiple client engagement teams in due diligence and structuring engagements related to transactions.
• Identifies and analyzes tax risks and opportunities and advises buyers and sellers on tax strategies.
• Reviews merger agreements and provides opinion letters.
• Evaluates tax computations in financial models and analyzes tax data in projections.
• Manages risk and financial performance of engagements including budgeting, billing and collection.
• Collaborates with and mentors colleagues across BDO offices worldwide.
• Other duties as required.

Skills

Tax research

Communication

Client service

Time management

Education

Bachelor’s degree

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

Tools

Excel

Word

PowerPoint

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

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• 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"