Tax Director, Transaction Advisory Services (M&A)

JOB DESCRIPTION

The Tax Director, Transaction Advisory Services is an essential team member that will partner with 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 Team with partners and internal support functions (BD, marketing, etc.) to identify new marketplace opportunities and develop new business Build and manage significant client relationships (new and existing) Mentor staff and contribute to team/resource development Serve as a member of multiple client engagement teams, participating in due diligence and structuring engagements related to transactions pursued by private equity and strategic corporate entities Identify and analyze tax risks and opportunities while advising strategic and private equity buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses Assist in reviewing and analyzing merger agreements and providing opinion letters Review, assess and advise clients regarding the tax computations reflected in their financial models, and assist in quantitative and qualitative analysis of tax data in financial projections for the transaction Manage risk and financial performance of engagements including budgeting, billing and collection Develop and mentor subordinates to support career satisfaction and progression Other duties as required Supervisory Responsibilities Supervises staff on all projects and engagements Education, Qualifications, Knowledge, Skills and Abilities 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 US 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 Technical competence 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 (indirect, payroll, property, ad valorem taxes) Understanding of US GAAP, including accounting for income tax principles Knowledge of tax controversy and procedure Ability and willingness to travel, when necessary 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. 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. Our 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). 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 ESOP allocation 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 and helping companies move from business as usual to better than usual. With industry knowledge and experience, resources, and an 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 A talented team with varying skills, knowledge and experience to proactively help clients navigate complex challenges Celebrating ingenuity and innovation to transform our business and our clients’ businesses Focusing on resilience and sustainability to positively impact our people, clients, and communities Equal Opportunity Employer, including disability/veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. #J-18808-Ljbffr BDO USA