BDO USA, LLP
Tax Experienced Manager, Transaction Advisory Services (Special Projects)
BDO USA, LLP, Grand Rapids, Michigan, us, 49528
Job Summary
The Tax Experienced Manager, Transaction Advisory Services 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 strategy. Our M&A Tax (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.
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
Explains 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, 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
Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university, required
Experience
Seven (7) or more years of experience in professional services, required
Two (2) or more years of TAS specific experience, preferred
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
CPA License and/or J.D., preferred
Software
Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, required
Proficient in MS Outlook, Word, and PowerPoint, required
Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred
Language
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.
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.
National Range: $150,000 - $200,000 Maryland Range: $150,000 - $200,000 NYC/Long Island/Westchester Range: $150,000 - $200,000
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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
Explains 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, 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
Bachelor's degree, J.D., LL.M. in Taxation, and/or Master's in Taxation (MST) from an accredited college/university, required
Experience
Seven (7) or more years of experience in professional services, required
Two (2) or more years of TAS specific experience, preferred
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
CPA License and/or J.D., preferred
Software
Advanced proficiency in Microsoft Excel used to create spreadsheets to quantify tax exposure, manipulate data, and build models, required
Proficient in MS Outlook, Word, and PowerPoint, required
Utilizes tax research databases including BNA, CCH Intelliconnect, and Checkpoint, preferred
Language
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.
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.
National Range: $150,000 - $200,000 Maryland Range: $150,000 - $200,000 NYC/Long Island/Westchester Range: $150,000 - $200,000
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