Tax Senior, Transaction Advisory Services
Role description
From the employerJob 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
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. Click here to find out more
[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more
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