Tax Senior, Transaction Advisory Services (Special Projects)

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 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.

California Range: $100,000 - $150,000

NYC/Long Island/Westchester Range: $100,000 - $150,000

Washington Range: $100,000 - $150,000