Tax Senior, Transaction Advisory Services jobs in United States
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BDO USA · 12 hours ago

Tax Senior, Transaction Advisory Services

BDO USA is a leading accounting and advisory organization dedicated to helping people thrive every day. The Tax Senior, Transaction Advisory Services will be responsible for ensuring timely execution of engagements, advising clients on tax strategies related to transactions, and managing risk and financial performance of engagements.

AccountingConsultingFinancial Services
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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
Develops and mentors subordinates in order to support career satisfaction and progression
Other duties as required
Supervises staff on projects and engagements

Qualification

CPA LicenseJ.D.LL.M. in TaxationTax research skillsExcel proficiencyUS federal tax knowledgeUS GAAP understandingClient engagement managementCommunication skillsSelf-motivation

Required

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

Preferred

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

Benefits

Flexibility and opportunities for advancement
Employee Stock Ownership Plan (ESOP)
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
Comprehensive compensation and Total Rewards benefits offerings

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

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