
Tax Senior, Transaction Advisory Services
NEW YORK, NYJob$80–140K/yrSeen todaySeen in employer's feed today
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Job overview
The Tax Senior, Transaction Advisory Services supports M&A tax engagements for private equity and strategic corporate clients. The role contributes to due diligence, deal structuring, tax risk analysis, merger agreement review, and transaction tax modeling, while helping deliver the national TAS Tax strategy. It also manages engagement performance, works with colleagues across BDO offices, and supervises and mentors staff.
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Full job description
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 requiredSupervisory Responsibilities: * Supervises staff on projects and engagementsQualifications, 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 preferredExperience: * Two (2) or more years of relevant experience License/Certifications: * CPA License and/or J.D. preferredSoftware: * Strong Excel, Word and PowerPoint skills preferred Language: * N/AOther 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 necessaryIndividual 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 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 one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.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 bring that purpose to life each day. Together, they shape how we work with one an
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