Tax Manager, Transaction Advisory Services, Special Projects (M&A Tax)
At a glance
Manager-level Tax role at BDO USA Experienced Career Site. Los Angeles · full-time · $79,800–$168,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Join multiple client teams to assess transaction tax due diligence and structure deals for corporate and private equity buyers
- Find tax risks and opportunities, then advise buyers and sellers on acquisition, sale and business restructuring strategies
- Review merger agreements, prepare opinion letters and examine tax figures in financial models and transaction projections
- Oversee engagement budgets, billing and collections while coordinating colleagues across BDO offices
- Supervise and mentor staff, supporting their development across project work
What you bring
- A bachelor’s degree is required, along with at least five years in professional services
- You hold a CPA, U.S. bar admission, IRS Enrolled Agent status or an equivalent credential
- You can manage several client engagements and teams while explaining complex tax issues and negotiation insights
- You bring technical knowledge across U.S. federal, international and state income taxes, plus other major tax regimes
Who this fits
This manager role suits someone who can lead client engagements and supervise staff while handling complex M&A tax analysis. Travel may be required 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