Tax Manager, Transaction Advisory Services (M&A)
$120k - $140kBDO USA
Tax Manager, Transaction Advisory Services
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
BDO USA$116.2k - $212.9k
...go. Join EY and help to build a better working world. ITTS - International Corporate Tax Advisory - Manager The opportunity The International Tax and Transaction Services practice is comprised of three competencies focused on advising corporate and private equity...SuggestedWork experience placementSummer holidayFlexible hours$90.3k - $165.4k
...the global financial services marketplace and the only... ..., Wealth and Asset Management, Insurance, and Real Estate... ...providing dedicated tax technical services to... ...tax compliance and/or advisory services. Responsibilities... ..., tax, strategy and transactions. Fueled by sector...SuggestedSummer holidayFlexible hours$102.1k - $187k
...to build a better working world. Tax Services Manager - Financial Services Office - Customer... ...The opportunity Our Business Tax Advisory practice gives you the opportunity to... ...assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a...SuggestedSummer holidayWork at officeRemote workFlexible hours- Overview The Digital Assets Tax Manager assists in providing... ...and consulting services to clients in the digital... ...lead client meetings on advisory and compliance... ...implications of various transactions. Tax Specialization... ...international, structuring, M&A). May organize and conduct...SuggestedWork at officeLocal area
$124k - $335k
...with a range of business advisory needs such as audit, tax compliance, and... ...personal and customised service plans that are unique to... ...key issues like wealth management, compliance, cash flow... ...Consulting and modeling for M&A and equity transactions Marketing and business...SuggestedH1b$105.1k - $192.6k
...build a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the future or will... ...Performance and process advisory experience related to unclaimed... ...consulting, tax, strategy and transactions. Fueled by sector insights, a...Work experience placementSummer holidayLocal areaFlexible hours$99k - $266k
...a range of business advisory needs such as audit, tax compliance, and planning... ...and customised service plans that are unique... ...issues like wealth management, compliance, cash flow... ...environment where transactions are complex and require... ...and modeling for M&A and equity transactions...Contract workH1b$147.4k - $336.8k
Location: Anywhere in Country Real Estate Tax Senior Manager Our tax function is constantly evolving. This role involves leading tax planning... ...projects, managing teams, and providing up‑to‑the‑minute advisory services to a diverse client base across the real estate,...Flexible hours$116.2k - $212.9k
...serving the global financial services marketplace and the only professional... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...dynamic FSO team! Handling tax in such a large,... ...real estate tax technical and transaction skills, including partnership...Summer holidayFlexible hours- ...Job Title: Tax Director – Pass-Through Entities & Multi-State... ...and strategic Tax Manager with deep expertise in pass-... ...tax compliance, planning, and advisory services related to complex pass-through... ...technical tax guidance on complex transactions, including mergers,...Local area
$105.1k - $192.6k
...a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the future or... ...preferred * Performance and process advisory experience related to... ...consulting, tax, strategy and transactions. Fueled by sector insights, a...Full timeWork experience placementSummer holidayFlexible hours$100k - $130k
...accolades highlight how our firm is managed and reflect our commitment to fostering... ...delivering exceptional professional services across accounting, tax, forensic, and consulting... ...a Tax Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio...Work at officeLocal areaFlexible hours$130k - $170k
...accolades highlight how our firm is managed and reflect our commitment to fostering... ...delivering exceptional professional services across accounting, tax, forensic, and consulting... ...Senior Manager for our Personal Tax Advisory Group in one of our Northeast, Ohio...Work at officeFlexible hours$103.6k - $189.9k
...build a better working world. Tax - Global Compliance & Reporting Insurance - Financial Services Organization The... ...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...consulting, tax, strategy and transactions. Fueled by sector insights, a...Summer holidayLocal areaFlexible hours$150k
...answered yes, let's talk. We are seeking a Senior Tax Manager to step into a retiring partner's practice.... ...collaborative planning discussions with advisory teams Work alongside Wealth Advisors, Trust team, and Personal CFO services to deliver integrated family office...Full timeTemporary workWork at officeLocal areaRelocation package$127.7k - $269.3k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That's... ...highly accomplished Senior Tax Manager to join our Lead Tax Services... ...reach their goals with tax, advisory, risk and performance services...Local areaRemote workWorldwide- ...clients within the financial services industry, including asset managers, banks, insurance... ...addressing complex multistate tax issues unique to... ...structures, and intercompany transactions. Provide technical guidance... ...in accounting, tax, advisory, benefits, insurance, and...Work at officeLocal area
$100k - $250k
Ohio Society of CPAs seeks experienced tax professionals for the Personal Tax Advisory Group in Cleveland, Akron, or Wooster. Roles include Tax Manager, Senior Manager, and Vice President.... ...tax engagements, provide consulting services, and mentor team members. Competitive...$100k - $250k
Personal Tax Advisory Group - Manager, Senior Manager, & Vice President Opportunities Location: Cleveland, Akron, or Wooster, Ohio Salary Range:... ...have been dedicated to delivering exceptional professional services across accounting, tax, forensic, and consulting disciplines...Flexible hours$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...0% A career in our Financial Services Tax practice, within Corporate... ...structures and real estate transactions In-depth technical skills in...Full timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: International Tax Services Industry/Sector: Not Applicable Time Type... ...and increased efficiencies. As a Senior Manager you are to lead large projects, innovate... ...Maintain operational excellence in tax advisory services Interact with clients at a senior...Full timeH1b$33 - $36 per hour
...rather gain exposure across many service lines, the sky’s the limit.... ...be limited to: Considering tax issues associated with... ...handling the tax aspects of transactions. Meaningful interactions with... ...tax, consulting, and wealth management firms. But dig a little deeper...InternshipWork at officeLocal areaFlexible hours$127.7k - $269.3k
...Senior Tax Manager Your journey at Crowe starts here: At Crowe, you can build a meaningful... ...80-year history, delivering excellent service through innovation has been a core part... ...clients reach their goals with tax, advisory, risk and performance services. Crowe is...Local areaRemote workWorldwide$95.5k - $195.4k
...Tax Manager In Lead Tax Services Your journey at Crowe starts here: At Crowe, you can build a meaningful and rewarding career. With real flexibility... ...while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by...Local areaRemote workWorldwide$127.9k - $291.9k
...opportunity to focus on US and global tax information reporting and... ...across all financial services sectors. We offer the specialization... ...taxes, such as foreign transaction taxes, stamp duty, and value‑... ...reporting and transaction taxes. Manage operations team by directing...Summer holidayFlexible hours$132.7k - $303.2k
...serving the global financial services marketplace and the only professional... ...Markets, Wealth and Asset Management, Insurance, and Real Estate,... ...providing dedicated tax technical services to both US... ...Functional Leader across compliance, advisory or annuity tax service...Work experience placementSummer holidayFlexible hours- ...Description A growing accounting, tax, and consulting firm is seeking a Tax Manager to review complex trust,... ...opportunities to provide additional services to existing clients Manage multiple... ...taxation provisions and business M&A; SALT experience is a plus...Permanent employmentTemporary workWork at officeMonday to Friday
- ...Job Description Job Description Tax Senior Manager- Personal Tax Advisory Group Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide...
$265k - $325k
...Parthenon – Deals – Healthcare - Payor Services – EYCA – Investment Banking - Managing Director Ernst & Young Capital... ...based on the number of completed transactions globally. The opportunity As a Managing... ...with advice on all aspects of M&A and capital markets alternatives...Work experience placementSummer holidayWork at officeFlexible hours- ...Tax Senior Manager- Personal Tax Advisory Group Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee all aspects of tax engagements Provide expertise in individual, fiduciary, and gift tax compliance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager, Transaction Advisory Services (M&A). Be the first to apply!
- hedge fund private equity tax manager Cleveland, OH
- senior tax director Cleveland, OH
- tax manager public accounting Cleveland, OH
- transfer pricing tax manager Cleveland, OH
- senior international tax manager Cleveland, OH
- property tax manager Cleveland, OH
- sales & use tax manager Cleveland, OH
- state tax manager Cleveland, OH
- tax manager Cleveland, OH
- remote tax manager Cleveland, OH


