Tax Experienced Manager, Transaction Advisory Services, Special Projects (M&A)

Job Summary:The Tax Experienced 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 pursueApplies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as needed Explains each of the steps involved in the TAS Tax process and/or SOW and begin to execute them effectively Drafts high level scope and request list of data needed to perform work with minimal guidance Effectively organizes large amounts of data and tracks data provided and what is still pending from client Prepares agenda and preliminary questions for due diligence calls; Leads calls effectively with minimal intervention from upper management With technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses Participates meaningfully on tax due diligence calls, walking clients through the agenda and asking probing, fact finding questions to gather information and understand structure of the company Discerns when expertise from specialty groups are needed; crafts internal communication to National Tax Office and other internal experts for leadership review Writes concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper management With guidance from more senior team members, prepares basic tax models, including step-up / tax benefit analyses, calculation of “make-whole” payments, and tax “leakage”, that include a clearly written narrative and list of assumptions Reviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumen Develops and presents M&A tax technical internal training sessions Identifies opportunities to expand business and relays to upper management Supports as directed in the drafting of compelling proposals, RFP responses, and presentationsManages risk and financial performance of engagements including budgeting, billing and collectionOther duties as requiredSupervisory Responsibilities:Supervises staff and senior associates on all projects and engagementsActs as a career advisor to Associates and Senior Associates, as applicableQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferredJuris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred Master’s degree in Accounting or Tax, preferredBachelor’s degree, J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university, requiredExperience:Seven (7) or more years of experience in professional services, requiredTwo (2) or more years of TAS specific experience, preferredLicense/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, requiredPossession of other professional degrees or certifications applicable to the role, preferredCPA License and/or J.D., preferredSoftware:Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, required Proficient in MS Outlook, Word, and PowerPoint, requiredUtilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferredLanguage:N/AOther Knowledge, Skills, & Abilities:Experience managing multiple client engagements an client service teamsExcellent verbal and written communication skillsAbility 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 requirementsMust be technically competent across multiple US federal, international and state income tax disciplinesFundamental 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 taxesUnderstanding of US GAAP, including the accounting for income tax principlesExperience with tax controversy and procedureAbility 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: $94,500 - $189,000Maryland Range: $94,500 - $189,000NYC/Long Island/Westchester Range: $94,500 - $189,000At 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 another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-04-03