Tax Manager, Transaction Advisory Services, Special Projects (M&A)

About the role

The Tax Manager, Transaction Advisory Services is an essential team member responsible for ensuring engagements are executed timely and client expectations are met or exceeded. This role supports the overall delivery of the national TAS strategy and involves working on deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Responsibilities

• Serves as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities.
• 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 in the quantitative and qualitative analysis of tax data in financial projections for transactions.
• 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 to support career satisfaction and progression.
• Performs other duties as required.
• Supervises staff on all projects and engagements.

Requirements

• 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 (Transaction Advisory Services) specific experience preferred.

Qualifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (EA), or equivalent designation required.
• Possession of other professional degrees or certifications applicable to the role preferred.
• Strong Excel, Word, and PowerPoint skills preferred.
• Experience managing multiple client engagements and client service teams.
• Excellent verbal and written communication skills.
• Ability to articulate complex information, especially during negotiations.
• Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements.
• Technical competence across multiple U.S. federal, international, and state income tax disciplines.
• Fundamental working knowledge of non-income-based federal, state, and foreign tax regimes, including indirect, payroll, property, and ad valorem taxes.
• Understanding of U.S. GAAP, including accounting for income tax principles.
• Experience with tax controversy and procedure.
• Ability and willingness to travel when necessary.

Pay

Individual salaries are determined based on qualifications, experience, skills, and geography.

• National Range: $79,800 - $168,000
• Maryland Range: $79,800 - $168,000
• NYC/Long Island/Westchester Range: $79,800 - $168,000

Benefits

BDO provides a comprehensive Total Rewards benefits package, including:

• ESOP (Employee Stock Ownership Plan), offering participants a stake in the firm’s success through beneficial ownership.
• Additional benefits may be subject to eligibility requirements.

About Us

At BDO, we prioritize strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to growth. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.