Description
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.
Colorado Range: $120,000 - $140,000