Tax Director, Transaction Advisory Services (M&A)
BDO USA
Tax Director, Transaction Advisory Services Houston, TX, United States Job Description Job Summary: The Tax Director, Transaction Advisory Services is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). Job Duties: Teams with partners and internal support functions (BD, marketing, etc.) to identify new marketplace opportunities and develop new business Builds and manages significant client relationships (new and existing) Mentors staff and otherwise significantly contributes to team/resource building 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 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 : Nine (9) or more years of relevant experience, with no less than five (5) years of TAS relevant experience, required Prior supervisory experience, required 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 : Proficient in the use of Microsoft Office suite, required Other Knowledge, Skills & Abilities : Knowledge 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. 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 Knowledge 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: $200,000 - $350,000 Washington Range:$200,000 - $290,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 2929 Allen Parkway, Houston, TX, 77019, US #J-18808-Ljbffr BDO USA
$116.2k - $212.9k
...leader in serving the global financial services marketplace and the only professional... ...dynamic FSO team!? The International Tax and Transaction Services practice is comprised of... ...their capital agenda - Transaction Tax Advisory, International Corporate Tax Advisory...SuggestedWork experience placementSummer holidayFlexible hours- A leading accounting firm is seeking a Tax Director for their Transaction Advisory Services team in Houston, TX. The role requires managing M&A tax consulting projects and leading teams to ensure compliance and effective client relationships. Candidates should have at...SuggestedFlexible hours
$225k
Description Senior Director - Transaction Advisory/Financial Due Diligence About Alvarez... ...leadership and advisory services to a variety of diverse industries... ...advisory and other related M&A services for private equity... ...financial accounting and tax services to drive value...SuggestedOdd jobWork at officeFlexible hours$128.1k - $292.5k
.... Join EY and help to build a better working world. Tax - People Advisory Services - Mobility - Senior Manager The opportunity Managing... ...of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-...SuggestedSummer holidayLocal areaOverseasFlexible hours- ...providing white glove service while leading transformations... ...reporting Transactions – Successfully execute... ...the CFO Senior Managing Director role is an executive level... ...with accounting advisory solutions for complex... ...Capital clients with M&A integration and Carve-...SuggestedInterim roleWork at office
- ...Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with... ...Position Profile Weaver seeks a Transaction Tax Senior Associate to join our growing... ...to assist clients in a variety of M&A transactions. The candidate will conduct...Flexible hours
$179.85k - $340.97k
...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...accounting firm in audit, financial advisory or transaction service lines Five (5)+ years' of...Work at officeLocal areaWorldwideShift work$146.7k - $335.1k
...nobody else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior... ...a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi...Summer holidayFlexible hours$170k - $300k
...growing accounting and advisory firms in the industry... ...various federal income tax issues in connection with... ...and more Assist with M&A tax structuring, and... ...in connection with M&A transactions and accounting methods... ...Team: As the largest service line within the firm, EisnerAmper...Work at officeLocal areaShift work$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...Work experience placementSummer holidayFlexible hours$75.5k - $149.6k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That's... ...services - co-sourcing, outsourcing, advisory, and audit services -to help... ..., state and local, and M&A) Review taxable income by...Local areaRemote workWorldwide$95.4k - $180.4k
...are the leading provider of professional services to the middle market globally, our purpose... ...strategic guidance and customized advisory services to navigate family dynamics, governance... ...human resources, investment operations, tax, technology, risk, and philanthropy. This...Temporary workWork experience placementInternshipWork at officeLocal area$119.5k
...Name Manager, Payroll & Employment Tax Services Posting Title Manager, Payroll &... ...forward-thinking approach to strategic tax advisory, offering tailored solutions that go... ...payroll and employment tax implications of transactions and organizational changes, including...Hourly payFull timeLocal areaFlexible hours$112.7k - $206.5k
...national competency that sits within our Financial Accounting Advisory Services (FAAS) practice and is growing exponentially. Working... ...A basic understanding of financial modeling for commodity transactions A proven record of excellence when managing, mentoring and...Work experience placementSummer holidayWork at officeFlexible hours$116.2k - $212.9k
...it to 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...Work experience placementSummer holidayFlexible hours- A global professional services firm is seeking a Senior in Transaction Tax to work in Houston. The role involves developing client relationships, managing tax due diligence, and advising on tax strategies throughout complex transactions. Candidates should possess a CPA...
$116.2k - $212.9k
...and help to build a better working world. Manager - Tax Accounting and Risk Advisory Services (TARAS) Our Tax Accounting and Risk Advisory Services... ...companies that need assistance with tax accounting for transactions or their ongoing tax provision process. As you...Work experience placementSummer holidayFlexible hours$141.9k - $260.1k
...a better working world. The opportunity The NTD Capital Markets Tax Practice assists with the provision of tax advisory services with respect to domestic and cross-border financial transactions and structures, including cash management, debt and equity instruments...Work experience placementSummer holidayFlexible hours- ...on innovation and growth. Ankura Transaction Advisory Services Practice Overview Ankura’s Transaction... ...Role Overview The Senior Managing Director – Financial Due Diligence is a senior... ...with a strong personal brand in the M&A advisory space, a proven track record...
$90.3k - $165.4k
...serving the global financial services marketplace and the only professional... ...providing dedicated tax technical services to both US... ...across tax compliance and/or advisory services. Responsibilities... ...consulting, tax, strategy and transactions. Fueled by sector insights, a...Summer holidayFlexible hours- ...Tax Manager As an employee-owned company, DMA prioritizes... ...audit matters by analyzing transaction data, performing tax research... ...engagements, recovery efforts, and advisory services while supporting assigned... ...tax issues Assist Director, National Accounts and other...Local areaVisa sponsorshipWork visa
- ...highest quality of customer service through our expertise... ...We are seeking a State Tax Manager with deep... ...Functional Collaboration & Advisory Partner with finance... ...state tax guidance on transactions, contracts, and business... ...expansions Support M&A due diligence, integration...Full timeTemporary workPart timeWork at officeLocal areaMonday to FridayFlexible hoursShift work
$112.7k - $206.5k
...Provide clients with accounting assistance or transactions support as necessary. Lead project... ...trust and relationships across EY’s service lines and with external clients. Mentor... ...experience in public accounting, financial advisory, industry, or a related field. Thorough...Summer holidayWork at officeFlexible hours$87k - $195k
...Excellence . Both our client service and culture are second to... ...Stout's Accounting & Reporting Advisory practice is expanding its Strategic... ...finance transformation and transaction advisory platform. This role... ...dynamics. Exposure to M&A transactions - buy-side or...Interim roleWork at officeLocal areaFlexible hours$141.9k - $260.1k
...teams and take your career wherever you want it to go. Join EY and help to build a better working world. Tax Manager – International Tax and Transaction Services – Private Companies As an International Tax Services Manager with a focus on private companies, family...Work experience placementSummer holidayFlexible hours- ...employeesPosition SummaryThe Tax Manager leads Sales & Use... ...audit matters by analyzing transaction data, performing tax research... ...engagements, recovery efforts, and advisory services while supporting assigned... ...complex tax issuesAssist Director, National Accounts and other...Local areaVisa sponsorshipWork visa
- ...Partnership Tax Senior Manager Bright Vision Technologies... ...delivering strategic tax advisory and compliance services. This is a fantastic opportunity... ...Mergers & Acquisitions (M&A) Entity Structuring &... ...entity formation, and M&A transactions Prior experience in Big...Local areaImmediate start
- Forvis Mazars US in Houston seeks a Transaction Services advisor to enhance state and local tax opportunities for clients. You will analyze mergers and acquisitions-related tax risks, prepare detailed reports, and partner with various stakeholders to deliver high-quality...Local area
$124k - $335k
...companies with a range of business advisory needs such as audit, tax compliance, and planning to help... ...personal and customised service plans that are unique to privately... ...partnerships Consulting and modeling for M&A and equity transactions Marketing and business...Full timeH1b$105.1k - $192.6k
...build a better working world. Tax - Indirect - Unclaimed Property and Escheat Services - Manager Will you shape the... ...Performance and process advisory experience related to unclaimed... ...consulting, tax, strategy and transactions. Fueled by sector insights, a globally...Work experience placementSummer holidayFlexible hours
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