Tax Manager, Transaction Advisory Services-M&A Special Projects

Job Summary

The Tax 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 strategy. Our M&A Tax (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
• Affords assistance 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

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
• Five (5) or more years of experience in professional services, required
• One (1) or more years of TAS specific experience, preferred
• 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
• Strong Excel, Word and PowerPoint skills, preferred

Supervisory Responsibilities

Supervises staff on all projects and engagements

Education

Education 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
• Five (5) or more years of experience in professional services, required
• One (1) or more years of TAS specific experience, preferred
• 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
• Strong Excel, Word and PowerPoint skills, preferred