Tax Senior, Transaction Advisory Services (M&A)
BDO USA Experienced Career Site Open · verified Oct 22, 2026 At a glance
Senior Tax role at BDO USA Experienced Career Site. New York · full-time · $80,000–$140,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Join buyer and seller deal teams to assess tax diligence issues and shape transaction structures
- Spot tax exposures and potential benefits, then advise on acquisition, sale and business-restructuring approaches
- Review merger contracts and tax calculations in deal models, and help assess projected tax data
- Manage engagement budgets, billing and collections while coordinating colleagues across BDO offices
- Guide project staff and support their development as they work on client engagements
What you bring
- A bachelor’s degree and at least two years of relevant experience
- Strong tax research ability, including use of Checkpoint, CCH or Lexis
- You can manage several client engagements and service teams while explaining complex tax issues clearly
- You bring working knowledge of US GAAP tax accounting, tax controversy and a range of income and non-income tax areas
Who this fits
This senior role suits someone ready to lead client work and supervise staff while advising on M&A tax matters. You must be willing to travel when needed.
From the employer
Job Summary:
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, if not exceeded and support 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 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 projects and engagements
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor’s degree required
- J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred
Experience:
- Two (2) or more years of relevant experience
License/Certifications:
- CPA License and/or J.D. preferred
Software:
- Strong Excel, Word and PowerPoint skills preferred
Language:
- N/A
Other Knowledge, Skills & Abilities:
- 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
- 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: $80,000 - $140,000
Maryland Range: $80,000 - $140,000
NYC/Long Island/Westchester Range: $80,000 - $140,000