Tax Senior Manager, Transaction Advisory Services

BDO USA•Chicago, IL

8h•$170,000 - $220,000

About The Position

The Tax Senior 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 Tax strategy. 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 Teams with other professionals to identify new marketplace opportunities and grow the BDO TAS practice Builds and manages client relationships 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

Requirements

Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Eight (8) or more years of experience in professional services, required
Three (3) or more years of TAS specific 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
Strong Excel, Word, and PowerPoint skills, preferred
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.
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

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
Teams with other professionals to identify new marketplace opportunities and grow the BDO TAS practice
Builds and manages client relationships
Develops and mentors subordinates in order to support career satisfaction and progression
Supervises staff on all projects and engagements
Other duties as required