Tax Manager, Transaction Advisory Services-M&A Special Projects
BDO USA Experienced Career Site Open · verified Oct 22, 2026 At a glance
Manager-level Tax role at BDO USA Experienced Career Site. New York · full-time · $79,800–$168,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Join buyer and seller deal teams to examine tax issues and structure acquisitions, sales and business reorganizations
- Spot tax risks and opportunities, then advise private equity and corporate clients on alternative transaction strategies
- Review merger agreements, prepare opinion letters and assess tax calculations in clients’ financial models and projections
- Oversee engagement budgets, billing and collections while coordinating colleagues across BDO offices
- Supervise and develop staff, supporting their career growth across projects and engagements
What you bring
- You hold a bachelor’s degree and have at least five years of professional services experience
- You have a CPA, U.S.-admitted attorney, Enrolled Agent credential or equivalent designation
- You can manage several client engagements and teams, explain complex tax matters, and work across changing deadlines
- You bring technical knowledge of U.S. federal, international and state income taxes, plus other federal, state and foreign tax regimes
Who this fits
This manager role suits someone ready to supervise staff while leading multiple client engagements. You should be willing to travel when needed.
From the employer
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
- 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 all projects and engagements
Qualifications, Knowledge, Skills and Abilities:
Education:
- 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
Experience:
- Five (5) or more years of experience in professional services, required
- One (1) or more years of TAS specific experience, preferred
License/Certifications:
- 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
Software:
- Strong Excel, Word and PowerPoint skills, preferred
Language:
- N/A
Other Knowledge, Skills, & Abilities:
- Experience managing multiple client engagements an 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: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000