Mergers and Aquisitions Tax Managing Director, State and Local Tax

Full-time

No

Travel Requirements 10%
Firm Industry Accounting Services
State and Local Tax
Company BDO USA, LLP
Department Chicago - State and Local Tax

Mergers and Acquisitions Tax Managing Director - Chicago, IL

BDO USA LLP is seeking a highly experienced and motivated Mergers and Acquisitions Tax Managing Director to join our State and Local Tax (SALT) practice in Chicago, IL. This individual will be responsible for providing specialized tax advice to clients, evaluating alternate courses of action to lessen tax burden and compliance costs, and identifying potential tax risks and changes in tax policy and regulations. The Mergers and Acquisitions Tax Managing Director will also play a critical role in marketing, networking, and business development within their area of expertise and maintaining key client relationships.

Responsibilities:

Research
Conduct thorough research on identified tax topics and analyze the findings
Prepare studies on tax implications and present alternative courses of action to clients
Collaborate with other Core Tax and Specialized Tax Services professionals to resolve complex tax issues
Tax Compliance
Ensure clients comply with applicable tax authorities and identify ways to minimize tax and reporting burdens
Manage engagements to achieve desired metrics
Work with Business Development team and other strategic partners to drive sales tax compliance services
Tax Consulting
Respond to inquiries from federal and state agencies regarding tax issues
Draft responses to examiner questions and challenges
Monitor progress of tax consulting projects
Provide recommended solutions by combining tax knowledge with business and industry knowledge
Tax Controversy
Represent clients in front of tax authorities for contested issues
Respond to questions from federal and state agencies
Tax Specialization
Act as an industry expert in SALT
Identify cross-selling opportunities with other tax specializations
Manage SALT services for assigned clients
Develop tools and improvements to enhance the efficiency of the SALT practice
Accounting for Income Taxes – SFAS109
Prepare tax accrual workpapers
ASC740-10
Understand and apply industry standards, firm policies, and BDO Tax Quality Manual requirements related to FAS 109 and FIN48
Identify and document financial benefits for clients
Strategy Development
Develop new ideas to benefit clients, the firm, or firm personnel by reducing taxes or expenses or offering non-tax benefits
Participate in industry groups
Lead marketing campaigns and external SALT initiatives

Requirements:

Bachelor’s degree in Accounting or related field
Master’s degree in Accounting, Taxation, or related field preferred
Juris Doctorate preferred
10+ years of prior SALT experience
Prior experience supervising tax professionals
Prior experience with tax provisions preferred
Knowledge of corporate taxation, consolidations, and partnerships preferred
CPA certification or other relevant certification preferred
Strong proficiency in Microsoft Office Suite, specifically Excel and Word
Familiarity with standard tax applications and research tools
Excellent oral and written communication skills
Superior analytical and research skills
Strong organizational skills and ability to meet project deadlines with attention to detail
Ability to multitask and work independently or in a team environment
Ability to manage a team of tax professionals and delegate work assignments
Ability to build and maintain relationships with clients and internal personnel
Executive presence and ability to act as primary ,000.

About BDO USA LLP:

BDO USA LLP is a leading accounting and consulting firm, providing assurance, tax, digital technology solutions, and financial advisory services to clients across the country and around the world. Our firm offers specialized industry practices, a cohesive global network, and a commitment to meeting our clients' needs. We currently serve over 400 publicly traded domestic and international clients.

Why Work at BDO?

Partner involvement
Deep industry knowledge
National coverage
Global network
Comprehensive capabilities

At BDO, we prioritize our employees' overall well-being and offer a competitive Total Rewards package that goes beyond traditional benefits. Our employees have the ability to customize their rewards to fit their individual needs, making BDO a top workplace for working parents, according to Working Mother and Working Mother 100 Best Companies. Other workplace awards include Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For, and more.

Some examples of our Total Rewards offerings include:

Competitive pay and annual performance bonus eligibility
401k plan with employer match
Comprehensive medical, dental, vision, FSA, and prescription insurance
Paid time off and paid holidays
Paid parental leave
Adoption assistance
Firm-paid life insurance
Wellness programs
Additional offerings such as BDO Flex, group legal insurance, pet insurance, and long-term care insurance

To learn more about BDO and our Total Rewards package, click here.

If you are a highly experienced and motivated tax professional looking for a challenging and rewarding opportunity, apply today for the Mergers and Acquisitions Tax Managing Director position at BDO USA LLP in Chicago, IL. Join our team and be a part of a dynamic and innovative company that values its employees' well-being and professional development.

job duties:

research
identifies all situations when research is necessary, and conducts appropriate investigation on identified topics
analyzes researched facts and the sources utilized
prepares studies of tax implications and outlines alternative courses of action to clients
partners with other core tax and specialized tax services professionals to resolve complex and contentious matters
tax compliance
ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens
manages engagements to ensure engagement metrics are achieved
collaborates with business development team and other strategic parties to drive sales tax compliance service offerings
tax consulting
handles all inquiries from federal and state agencies regarding all tax issues and questions
drafts responses to examiner questions and challenges
monitors implementations of work plans for tax consulting projects
provides recommended solutions by combining tax knowledge and knowledge of business / industry
tax controversy
represents clients before any tax authority on contested issues
responds to all questions from federal or state agencies
tax specialization
acts as industry expert in salt
identifies cross-selling opportunities with other tax specializations
manages salt services provided to assigned clients
develops tools and/or improvements allowing for enhance the efficiency or services of the salt practice
accounting for income taxes – sfas109
prepares tax accrual workpapers
asc740-10
understands and applies industry standards, along with firm policies and bdo tax quality manual requirements as they relate to fas 109 and fin48
recognizes, measures and documents financial benefits to clients
strategy development
develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
participates in relevant industry groups
leads marketing campaigns and external salt initiatives
other duties as required

supervisory responsibilities:

supervises the day-to-day workload of sts salt senior managers, managers and staff on assigned engagements, and reviews work product
ensures sts salt senior managers, managers and staff are trained on all relevant tax software
evaluates the performance of sts salt senior managers, managers and staff, and assists in the development of goals and objectives to enhance professional development
delivers periodic performance feedback, and completes performance evaluations for sts salt senior managers, managers and staff
acts as career advisor to sts salt senior managers, managers and staff, as appropriate

qualifications, knowledge, skills and abilities:

education:

bachelor’s degree in accounting or other relevant field required
master’s degree in accounting, taxation or other relevant field preferred
juris doctorate preferred

experience:

ten (10) or more years of prior salt experience required
prior experience supervising tax professionals on a project or engagement basis required
prior experience preparing and/or reviewing tax provisions high preferred
prior experience with corporate taxation, consolidations and partnerships preferred

license/certifications:

cpa certification or other relevant certification preferred

software:

proficient in the use of microsoft office suite, specifically excel and word preferred
exposure to and familiarity with standard tax applications and research tools preferred

language:

n/a

other knowledge, skills & abilities:

excellent oral and written communication skills
superior analytical and research skills
solid organizational skills, especially the ability to meet project deadlines with a focus on details
ability to successfully multi-task while working independently or within a group environment
ability to work in a deadline-driven environment and handle multiple projects simultaneously
capable of effectively managing a team of tax professionals, and delegating work assignments, as needed
capacity to build and maintain strong relationships with internal and client personnel
ability to encourage team environment on engagements, and contribute to the professional development of assigned personnel
executive presence and ability to act as primary contact on assigned engagements
ability to successfully interact with professionals at all levels
advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
advanced knowledge of sources of relevant information utilized in tax filings
advanced knowledge and understanding of cause/effect for taxable conditions on clients and the potential tax issues



individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography

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