Tax Managing Director, Transaction Advisory Services (M&A)

Job Summary:

The Tax Managing Director, Transaction Advisory Services  is an essential team member that will team with the west region transaction advisory principals 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 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

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:

• Ten (10) or more years of experience in professional services, required


• Three (3) or more 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 Microsoft Office suite, required

Language(s):

• N/A

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