Senior Manager, Transaction Advisory - Tax M&A - Southwest

Company: BDO USA
Location: Houston
Posted on: August 8, 2022

Job Description:

Job SummaryAt BDO, we believe our Transaction Advisory Services (TAS) practice offers the potential for career advancement in an environment that emphasizes talent retention. BDO's TAS leadership prioritizes each team member's professional and personal development. By choosing BDO, you are joining not only a high growth profitable practice, but also a culture of helping people thrive every day. You will play a key part in continuing to grow the #1 Most Active M Advisor Globally and the #1 Due Diligence Provider (as recognized by PitchBook and Mergemarket) in the U.S. This role is open to remote work for any qualified candidate that lives in Texas, Colorado, or Utah. (with occasional office meetings)We are invested in innovation, embedding cutting-edge and sophisticated data analytics tools into our engagement process, which allows our teams to provide our clients with deeper insights to make critical decisions. Our philosophy and holistic approach to servicing our M clients are designed to maximize the outcome of their transactions. As a TAS professional at BDO you will be a critical component of this effort, collaborating with other practice areas to offer our clients an array of pre- and post-transaction services. We have an important story to tell, one that is unique to BDO and one that we believe is the most compelling in the public accounting and professional services arena. We couldn't be more excited about sharing our story with you.BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.The Transaction Advisory Services (TAS) Tax Senior Manage is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy.- 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- Other duties as requiredSupervisory Responsibilities:- Supervises staff on all projects and engagementsQualificationsEducation:- Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university require Experience:- Eight (8) or more years of relevant experience, with no less than three (3) years of TAS specific experience required License/Certifications:- CPA License and/or J.D. preferredSoftware:- Strong Excel, Word and PowerPoint skills preferred Other Knowledge, Skills & Abilities:- Experience 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- Experience with tax controversy and procedure- Ability and willingness to travel, when necessary

Keywords: BDO USA, Houston , Senior Manager, Transaction Advisory - Tax M&A - Southwest, Accounting, Auditing , Houston, Texas