Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Senior, Transaction Advisory Services (M&A Tax)

$80k - $140k

BDO

Tax Senior, Transaction Advisory Services

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

BDO
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Senior, Transaction Advisory Services (M&A Tax) in Costa Mesa, CA vacancy
  • $79k - $125k

     ...willing to listen to your ideas.  Our CFO Advisory Services team helps our clients scale for growth and manage significant business transactions. We combine our depth of technical and...  ...LLC and its subsidiary entities provide tax, advisory, and business consulting services... 
    Senior
    Tax
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Irvine, CA
    4 days ago
  • $155k - $170k

     ...Boundless Horizons of Tax, Valuation, and...  ..., and Business Advisory. We stand as a trailblazing...  ...professional services organizations. You...  ...with potential transactions, including financial...  ...and evaluate Seniors, Associates and Interns...  ...;Knowledge of M&A markets, including... 
    Tax
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    2 days ago
  • $115k - $145k

     ...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business...  ...Tax, Valuation, and Business Advisory. We stand as a trailblazing...  ...presence among professional services organizations. You'll embark...  ...andReceive formal training related to Transaction Advisory Services, on the job... 
    Senior
    Tax
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    2 days ago
  • $139.2k - $293.5k

     ...Senior Manager, Tax Accounting ServicesYour journey at Crowe starts here:At...  ...history, delivering excellent service through innovation has been...  ...international, state, and local, and M&A)Review taxable income by...  ...reach their goals with tax, advisory, risk and performance... 
    Senior
    Tax
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    Costa Mesa, CA
    21 hours ago
  • $139.2k - $293.5k

     ...Senior Manager, Tax Accounting Services Your journey at Crowe starts here: At Crowe, you can build a meaningful...  ..., state, and local, and M&A) Review taxable income by entity and...  ...clients reach their goals with tax, advisory, risk and performance services. Crowe... 
    Senior
    Tax
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    Costa Mesa, CA
    21 hours ago
  • BDO USA is seeking a Tax Senior in Transaction Advisory Services to guide due diligence, structuring and tax analysis for M&A deals. You will work with cross‑functional teams across offices to deliver timely, accurate tax insights and support deal closures. The role requires... 
    Senior
    Tax

    BDO USA

    Costa Mesa, CA
    3 days ago
  • $128k - $252.5k

     ...Our Deloitte Strategy & Transactions team helps guide...  ...end-to-end support and advisory services, covering areas such as...  ...mergers and acquisitions (M&A), and sustainability....  ...capture value. As a Senior Consultant in M&A Finance...  ..., treasury, and tax coordination3+ years of... 
    Senior
    Tax
    Local area

    Deloitte

    Costa Mesa, CA
    2 days ago
  • $171.6k - $338.3k

     ...Our Deloitte Strategy & Transactions team helps guide...  ...end-to-end support and advisory services, covering areas such as...  ...mergers and acquisitions (M&A), and sustainability....  ...and apply to this Senior Manager role today! Recruiting...  ..., accounting, and tax risks and... 
    Senior
    Tax
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    2 days ago
  • $124k - $335k

     ...with a range of business advisory needs such as audit, tax compliance, and planning...  ...personal and customised service plans that are unique to...  ...and in the future.As a Senior Manager, you'll work as...  ...Consulting and modeling for M&A and equity transactions- Marketing and business... 
    Senior
    Tax
    Full time
    H1b

    PwC

    Irvine, CA
    2 days ago
  • Senior Tax Manager Position Overview We are seeking an experienced...  ...tax compliance, planning, and advisory services across a diverse client...  ...selection, restructuring, and transaction planning. Oversee and mentor...  ...complex tax projects, including M&A due diligence,... 
    Senior
    Tax
    Local area

    CyberCoders

    Irvine, CA
    2 days ago
  • $124k - $335k

     ...with a range of business advisory needs such as audit, tax compliance, and planning...  ...personal and customised service plans that are unique to...  ...and in the future. As a Senior Manager, You'll Work As...  ...Consulting and modeling for M&A and equity transactions Marketing and business... 
    Senior
    Tax
    H1b

    PwC

    Irvine, CA
    21 hours ago
  • $76k - $125.3k

     ...the global financial services marketplace and the only...  ...FSO team! Our FSO Tax and EY EDGE practice is...  ...tax compliance and/or advisory services. Prepare complex...  ...matters to senior management and subject...  ...consulting, tax, strategy and transactions. Fueled by sector insights... 
    Senior
    Tax
    Summer holiday
    Flexible hours

    EY

    Irvine, CA
    4 days ago
  • $139.2k - $293.5k

    Senior Manager Tax Accounting Services Job Description As a Senior Manager in our Tax Accounting Services (TAS) department, you will leverage your experience...  ...matter experts (international, state, and local, and M&A) Review taxable income by entity and consolidation... 
    Senior
    Tax
    Local area
    Remote work

    Crowe

    Costa Mesa, CA
    2 days ago
  • $179.85k - $340.97k

     ...Baker Tilly is a leading advisory, tax and assurance firm,...  ...provide professional services through an alternative...  ...exposures in a wide range of transactions, including buy-side...  ...as well as other M&A tax activities Responsible...  ...supervision to Staff, Seniors and Managers... 
    Senior
    Tax
    Local area
    Worldwide

    Baker Tilly

    Irvine, CA
    1 day ago
  • $147.4k - $336.8k

     ...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a...  ...tax experience within a professional services environment. Extensive knowledge of broad real estate tax technical and transaction skills, including partnership taxation, REITs... 
    Senior
    Tax
    Seasonal work
    Flexible hours

    EY

    Irvine, CA
    2 days ago
  • $124k - $335k

     ...ApplicableSpecialismGeneral Tax ConsultingManagement...  ...OpportunityAs a Specialized Tax Services - Energy Incentives & Credits Senior Manager, you will...  ...- Leading strategic tax advisory projects focused on...  ...monetization, transferability and transaction support, and compliance... 
    Senior
    Tax
    Full time
    Apprenticeship
    H1b

    PwC

    Irvine, CA
    1 day ago
  • $115k - $145k

    A leading tax and advisory firm in California is seeking an experienced professional to assist with financial due diligence engagements. The ideal candidate will have a Bachelor's degree in Accounting, Finance, or a related field, alongside a CPA credential or in progress... 
    Senior
    Tax

    Andersen

    Costa Mesa, CA
    3 days ago
  • $126.1k - $253k

     ...leading provider of professional services to the middle market globally...  ...to join the Partnership Tax team, a high-performing, high...  ...guide their clients through M&A transactions and capital account analysis,...  ...In your important role as Tax Senior Manager with RSM, you will be... 
    Senior
    Tax
    Full time
    Work experience placement
    Internship
    Private practice
    Local area

    RSM International

    Irvine, CA
    2 days ago
  • Job Title: Senior Accountant, Audit and Business Advisory ServicesDepartment: Audit and Business Advisory Services (ABAS)FLSA Status: ExemptABOUT THE ROLEHaskell & White is one of the largest independently owned public accounting firms in Southern California, serving a... 
    Senior

    Haskell & White

    Irvine, CA
    2 days ago
  • $175k - $210k

     ...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business...  ...Tax, Valuation, and Business Advisory. We stand as a trailblazing force...  ...presence among professional services organizations. You'll embark...  ...Principals, Trusts and Estates.Senior Managers can expect to:Engage... 
    Senior
    Tax
    Full time
    Work experience placement
    Internship
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    2 days ago
  • $124k - $335k

     ...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob...  ...SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role...  ...- Leading tax compliance and advisory projects for financial services clients... 
    Senior
    Tax
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    4 days ago
  • $179k - $262k

    Baker Tilly US is seeking an experienced professional for transaction advisory services in Irvine, California. The role involves managing due diligence, client communication, and financial analysis, making it essential to have at least 8 years of relevant experience and... 
    Senior

    Baker Tilly US

    Irvine, CA
    2 days ago
  • $149.8k - $301.4k

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world...  ...no one like you and that’s why there’s nowhere like RSM.RSM’s Transaction Tax Automation (TTA) practice is supported by a national team of... 
    Senior
    Tax
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Irvine, CA
    1 day ago
  • $99k - $266k

     ...with a range of business advisory needs such as audit, tax compliance, and planning to...  ...implement personal and customised service plans that are unique to...  ...in an environment where transactions are complex and require an...  ...and modeling for M&A and equity transactions- Marketing... 
    Tax
    Full time
    Contract work
    H1b

    PwC

    Irvine, CA
    2 days ago
  • $123.98k - $283.25k

     ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative,...  ...firm.KPMG is currently seeking a Senior Manager to join our Global Mobility Services (GMS) practice. Responsibilities:Assist...  ...refund opportunitiesProvide advisory services to clients by assisting them... 
    Senior
    Tax
    Work at office
    Local area

    KPMG

    Irvine, CA
    1 day ago
  • $310k - $420k

     ...the Practice Group Tax lawyers create...  ...the US Internal Revenue Service (IRS) and US Department...  ...arise in the context of transactions, controversies, and general...  ...a national search for senior associates with a minimum...  ...domestic and cross-border M&A matters, partnership... 
    Senior
    Tax

    MCC Advisors

    Costa Mesa, CA
    3 days ago
  • $128k - $252.5k

     ...Our Deloitte Strategy & Transactions team helps guide clients through...  ...comprehensive end-to-end support and advisory services, covering areas such as...  ..., mergers and acquisitions (M&A), and sustainability. The...  ...practice is looking for a senior consultant to be a part of this... 
    Senior
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    17 hours ago
  • $90k - $110k

     ...FirmUnlock the Boundless Horizons of Tax, Valuation, and Business...  ...Tax, Valuation, and Business Advisory. We stand as a trailblazing force...  ...presence among professional services organizations. You'll embark...  ...entrepreneurs, and business entities. Senior Associates can expect to:... 
    Senior
    Tax
    Full time
    Private practice
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    21 hours ago
  • $155.6k - $306.8k

     ...Our Deloitte Strategy & Transactions team helps guide...  ...end-to-end support and advisory services, covering areas such as...  ...mergers and acquisitions (M&A), and sustainability....  ...and forecasting, tax, and treasury. Manager...  ...limited to: Partner with senior executives to define how... 
    Tax
    Local area

    Deloitte

    Costa Mesa, CA
    21 hours ago
  • $189.2k - $372.9k

    Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions team helps guide clients through their most critical...  ...offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling,... 
    Senior
    Odd job
    Work experience placement
    Local area

    Deloitte

    Costa Mesa, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Senior, Transaction Advisory Services (M&A Tax). Be the first to apply!