Tax Managing Director, Transaction Advisory Services

BDO USA•Los Angeles, CA

13h•$250,000 - $350,000

About The Position

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals 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).

Requirements

Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Ten (10) or more years of experience in professional services, required
Three (3) or more years of TAS relevant experience, required
Prior supervisory experience, required
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
Proficient in Microsoft Office suite, required
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.
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

Nice To Haves

Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax, preferred
Master’s degree in Accounting or Tax, preferred
Possession of other professional degrees or certifications applicable to the role, preferred

Responsibilities

Teams with Principals 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
Works closely with and manages colleagues from BDO offices around the world
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
Supervises staff on all projects and engagements
Other duties as required