Tax Director, Transaction Advisory Services jobs in United States
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BDO · 4 months ago

Tax Director, Transaction Advisory Services

BDO is seeking a Tax Director for their Transaction Advisory Services team. This role involves collaborating with partners to grow the practice, leading teams in M&A tax consulting, and managing client relationships while advising on tax strategies for transactions.

AccountingBusiness DevelopmentFinancial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

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
Supervises staff on all projects and engagements
Other duties as required

Qualification

Tax consultingCPA certification(JD)Client relationship managementFinancial modelingUS GAAP knowledgeTax controversy knowledgeTravel willingnessCommunicationTeam managementNegotiation skills

Required

Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics, preferred
Nine (9) or more years of relevant experience, with no less than five (5) 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 the use of Microsoft Office suite, required
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

Preferred

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
Possession of other professional degrees or certifications applicable to the role, preferred

Company

BDO is the leading provider of professional services within the mid-tier of our profession.

H1B Sponsorship

BDO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)

Funding

Current Stage
Late Stage

Leadership Team

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Barbara Derus
Managing Partner South Central Region - Transfer Pricing
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Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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Company data provided by crunchbase