Tax Managing Director, Transaction Advisory Services jobs in United States
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BDO USA · 4 hours ago

Tax Managing Director, Transaction Advisory Services

BDO USA is a leading accounting and advisory organization that values individuality and impactful work. They are seeking a Tax Managing Director for Transaction Advisory Services to lead teams in M&A tax consulting, develop client relationships, and mentor staff while managing engagements and identifying tax strategies.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Teams with Principals 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
Works closely with and manages colleagues from BDO offices around the world
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
Other duties as required
Supervises staff on all projects and engagements

Qualification

CPA certificationTax consultingM&A transaction experienceJuris Doctor (JD)Master's in AccountingTax strategy analysisUS GAAP knowledgeClient relationship managementRisk managementMultiple engagement managementTechnical competence in taxTravel willingnessCommunicationTeam mentoring

Required

Bachelor's degree
Ten (10) or more years of experience in professional services
Three (3) or more years of TAS relevant experience
Prior supervisory experience
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
Proficient in Microsoft Office suite
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
Juris Doctor (JD) or Master of Laws (LLM) with a focus on tax
Master's degree in Accounting or Tax
Possession of other professional degrees or certifications applicable to the role

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

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Wayne Berson
CEO and BDO Principal
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Catherine Moy
Chief People Officer
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Company data provided by crunchbase