BDO USA · 2 weeks ago
Managing Director, Transaction Advisory Services (Special Projects)
Washington, DC
Full-time
Onsite
Senior Level, Lead/Staff
$250K/yr - $350K/yr
10+ years expBDO USA is a leading accounting and advisory firm that provides assurance, tax, and advisory services for a diverse range of clients. The Managing Director in Transaction Advisory Services will advise clients on U.S. federal income tax issues associated with mergers and acquisitions, lead client-facing technical tax work, and drive technological innovation within the team.
AccountingConsultingFinancial Services
Responsibilities
Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to):
Serves as a primary technical resource for the technical practice areas described above for the Firm and its clients, including with respect to the broader tax practice
Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal
Reads and comments on stock purchase agreements and asset purchase agreements
Reviews and analyzes purchase price allocations
Conducts and reviews transaction costs analyses
Provides tax consulting services to the broader tax practice on tax issues and opportunities with respect to corporate mergers, acquisitions, restructurings, and tax attributes
Leads Section 382 studies and works with the Special Projects Group Leader to drive BDO’s overall strategy with respect to Section 382
Reviews step plans for legal entity rationalization/restructuring transactions, including pre-transaction restructurings, post-deal integration entity alignments, and other reorganizations
Reviews opinions, memoranda, and conducts tax technical research and analysis
Reviews stock basis and E&P analyses for consolidated groups
Reviews inside and outside basis analyses for C corporations
Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates
Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties
Identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves additional firm specialists, as appropriate
Introduces and develops new or improved ideas for clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Supervises associates, senior associates, managers, senior managers, and/or directors on all projects
Reviews work prepared by associates, senior associates, managers, senior managers, and directors and provides review comments
Trains associates, senior associates, managers, senior managers, and directors on how to use all current software tools and to improve tax technical skills
Acts as a Career Advisor to associates, senior associates, managers, senior managers, and directors
Schedules and manages workload of associates, senior associates, managers, senior managers, and directors
Provides verbal and written performance feedback to associates, senior associates, managers, senior managers, and directors
Qualification
Required
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies
Knowledge of the consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses
Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses
Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration
Experience in preparing, reviewing, and auditing transaction cost analyses
Experience in drafting technical tax memorandums and opinions to support client positions
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), Internal Revenue Service Enrolled Agent (“EA”), or the equivalent of one of these designations, required
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Ability to develop team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client
Demonstrates a high level of integrity
Ability to adapt quickly in uncertain or unstructured situations
Excellent communication skills, with the ability to give and receive criticism and feedback constructively
Ability to simplify complex issues for client and non-tax professional understanding
Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency
Intellectually curious, motivated to deliver work of the highest quality, and driven to expand knowledge of tax technical matters, BDO's business, its clients, and the team
Ability to lead by example, demonstrating to less experienced professionals the importance of continual personal and professional growth
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
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
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 StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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