Tax Experienced Manager, Transaction Advisory Services

Min 2 yrs required

Full-time

No

800 Broadway, Seattle, WA, 98122, US
H1 and H2 Friendly Headings:
H1: Tax Experienced Manager, Transaction Advisory Services
H2: Essential Team Member for National TAS Strategy Delivery
H2: Job Duties and Responsibilities
H2: Supervisory Responsibilities
H2: Qualifications, Knowledge, Skills and Abilities
H2: About BDO USA
H2: Competitive Total Rewards Package
H2: Job Information and Application Details

Bold Headlines:

Tax Experienced Manager, Transaction Advisory Services: Join our team at BDO USA!

Essential Team Member for National TAS Strategy Delivery

Job Duties and Responsibilities:

- Manage multiple client engagement teams and participate in due diligence and structuring engagements
- Apply advanced project management skills to successfully manage single engagements from start to finish
- Draft high level scope and request list of data needed for work
- Prepare agenda and questions for due diligence calls and lead calls effectively
- Identify and analyze tax risks and opportunities for buyers and sellers
- Write concise and accurate tax due diligence reports and technical memos
- Develop and present M&A tax technical internal training sessions
- Identify opportunities to expand business and support in drafting proposals and presentations
- Manage risk and financial performance of engagements
- Other duties as required

Supervisory Responsibilities:

- Supervise staff and senior associates on all projects and engagements
- Act as a career advisor to Associates and Senior Associates

Qualifications, Knowledge, Skills and Abilities:

- Bachelor’s degree, ., . in Taxation, and/or Master’s in Taxation (MST) required
- Seven or more years of relevant experience required
- CPA License and/or . preferred
- Advanced proficiency in Microsoft Excel and proficiency in MS Outlook, Word, and PowerPoint required
- Experience managing multiple client engagements and client service teams
- Excellent verbal and written communication skills
- Strong self-motivation and ability to work in a dynamic, time-sensitive environment
- Fundamental working knowledge of non-income based federal, state, and foreign tax regimes
- Understanding of US GAAP and experience with tax controversy and procedure
- Ability and willingness to travel

About BDO USA:

- Delivering assurance, tax, digital technology solutions and financial advisory services
- Serving over 400 publicly traded domestic and international clients
- Member of BDO International, the world’s fifth largest accounting network
- Unparalleled partner-involvement, deep industry knowledge, and cohesive global network

Competitive Total Rewards Package:

- Competitive pay and annual performance bonus
- 401k plan with employer match
- Comprehensive medical, dental, vision, FSA, and prescription insurance
- Paid Time Off and paid holidays
- Paid Parental Leave and Adoption Assistance
- Firm paid life insurance
- Wellness programs and additional offerings such as BDO Flex, Group Legal insurance, Pet insurance, and Long-Term Care Insurance

Job Information and Application Details:

- Job Identification: 4301
- Job Category: Generalist
- Posting Date: 02/02/2024, 08:03 AM
- Apply Before: 02/01/2025, 08:03 AM
- Job Schedule: Full time
- Locations: Denver, CO; Phoenix, AZ; Salt Lake City, UT; Boulder, CO; Las Vegas, NV; Seattle, WA

SEO Friendly Job Title: Tax Experienced Manager, Transaction Advisory Services at BDO USA

Summary:

BDO USA is seeking a Tax Experienced Manager for their Transaction Advisory Services team. This essential team member will manage multiple client engagements, identify tax risks and opportunities, and support the overall delivery of the national TAS strategy. The ideal candidate will have a bachelor's degree, 7+ years of relevant experience, and advanced proficiency in Microsoft Excel. BDO offers a competitive Total Rewards package and is a member of BDO International, the world's fifth largest accounting network. Apply now to join our team!

job duties:

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
applies advanced project management skills to successfully manage single engagements from start to finish, seeking guidance from upper management as needed
can explain each of the steps involved in the tas tax process and/or sow and begin to execute them effectively
drafts high level scope and request list of data needed to perform work with minimal guidance
effectively organizes large amounts of data and tracks data provided and what is still pending from client
prepares agenda and preliminary questions for due diligence calls; leads calls effectively with minimal intervention from upper management
with technical guidance from upper management, identifies and analyzes tax risks and opportunities while advising both strategic and financial buyers and sellers on alternative tax strategies for acquisition, disposition, and restructuring of businesses
participates meaningfully on tax due diligence calls, walking clients through the agenda and asking probing, fact finding questions to gather information and understand structure of the company
discerns when expertise from specialty groups are needed; crafts internal communication to national tax office and other internal experts for leadership review
writes concise and accurate drafts of tax due diligence reports and technical memos that require minimal revision from upper management
with guidance from more senior team members, prepares basic tax models, including step-up / tax benefit analyses, calculation of “make-whole” payments, and tax “leakage”, that include a clearly written narrative and list of assumptions
reviews and edits reports, narratives, and models of lower level staff, and guides them in building their writing and analysis acumen
develops and presents m&a tax technical internal training sessions
identifies opportunities to expand business and relays to upper management
supports as directed in the drafting of compelling proposals, rfp responses, and presentations
manages risk and financial performance of engagements including budgeting, billing and collection
other duties as required

supervisory responsibilities:

supervises staff and senior associates on all projects and engagements
acts as a career advisor to associates and senior associates, as applicable

qualifications, knowledge, skills and abilities:

education:

bachelor’s degree, j. strong self-motivation with the ability to work in a dynamic, time-sensitive environment with varying deliverables and changing requirements
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




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

Legal