Tax Senior, Transaction Advisory Services (M&A)

About the role

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 or exceeded, supporting 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, provides services including 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 clients in the quantitative and qualitative analysis of 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 to support career satisfaction and progression.
• Performs other duties as required.

Supervisory Responsibilities: Supervises staff on projects and engagements.

Requirements

• Bachelor’s degree required.
• J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred.
• Two (2) or more years of relevant experience.
• CPA License and/or J.D. preferred.

Skills

• Strong Excel, Word, and PowerPoint skills.
• 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, with the ability to articulate complex information.
• Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements.
• Technically competent 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 the 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: $80,000 - $140,000
• Maryland Range: $80,000 - $140,000
• NYC/Long Island/Westchester Range: $80,000 - $140,000

Benefits

BDO provides a comprehensive compensation and Total Rewards benefits package, including:

• Employee Stock Ownership Plan (ESOP) offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance financial well-being.

Benefits may be subject to eligibility requirements. Learn more about BDO Total Rewards.

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 each other grow and succeed. 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 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. As an ESOP company, we offer participants a stake in the firm’s success through beneficial ownership, reinforcing an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.