Tax Senior, Transaction Advisory Services

BDO USA•Chicago, IL

1d•$80,000 - $140,000

About The Position

The Tax Senior, 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 Transaction Advisory Services Tax strategy. The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.

Requirements

Bachelor’s degree required
Two (2) or more years of relevant experience
Excellent tax research skills, including mastery of Checkpoint, CCH and/or Lexis
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.
Strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
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

J.D., LL.M. in Taxation, and/or Master’s in Taxation (MST) from an accredited college/university preferred
CPA License and/or J.D. preferred
Strong Excel, Word and PowerPoint skills 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
Develops and mentors subordinates in order to support career satisfaction and progression
Other duties as required