Tax Senior Manager, Transaction Advisory Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

BDO USA · 1 day ago

Tax Senior Manager, Transaction Advisory Services

BDO USA is a leading accounting and advisory organization dedicated to delivering exceptional and sustainable outcomes for clients. The Tax Senior Manager, Transaction Advisory Services will ensure timely execution of engagements, manage client relationships, and provide tax advisory services related to transactions for private equity and corporate entities.

AccountingConsultingFinancial Services
check
H1B Sponsor Likelynote

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

Qualification

CPA certificationTax advisory experienceUS federal tax knowledgeJuris Doctor (JD)Master's in AccountingExcel proficiencyClient relationship managementCommunicationTeam managementNegotiation skills

Required

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
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

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
Strong Excel, Word, and PowerPoint skills, preferred

Benefits

Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

H1B Sponsorship

BDO USA 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
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

leader-logo
Catherine Moy
Chief People Officer
linkedin
leader-logo
Cristin Boynton
Principal, Tax Automation & Innovation
linkedin
Company data provided by crunchbase