Job Summary:
The Tax Director, Transaction Advisory Services is an essential team member that will team with the transaction advisory partners to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects).
Job Duties:
- 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
- Other duties as required
Supervisory Responsibilities:
Supervises staff on all projects and engagements
Qualifications, Knowledge, Skills and Abilities:
Education :
- Bachelor’s degree required; 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
Experience:
- Nine (9) or more years of relevant experience, with no less than five (5) years of TAS relevant experience, required
- Prior supervisory experience, required
License/Certifications:
- 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
- Possession of other professional degrees or certifications applicable to the role, preferred
Software:
- Proficient in the use of Microsoft Office suite, required
Other Knowledge, Skills & Abilities:
- Knowledge managing multiple client engagements an 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
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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