BDO USA
Managing Director, Transaction Advisory Services (Special Projects)
BDO USA, Mc Lean, Virginia, us, 22107
Managing Director, Transaction Advisory Services (Special Projects)
Senior leadership role within BDO USA’s Special Projects Group in Transaction Advisory Services, advising clients on U.S. federal income tax issues related to mergers and acquisitions. The Managing Director is the primary client contact for technical tax work, focusing on Section 382 consultative projects and related workstreams.
Job Summary The Managing Director will lead client‑facing technical tax work and serve as a primary technical resource for the firm and its clients. Responsibilities include structuring and restructuring, consolidated return subsidiary share basis and earnings – profits analyses, Section 1202, transaction cost analyses, and driving technological innovation with respect to Section 382 analyses. The role will work with BDO counterparts in India, train the TAS team, improve deliverables, tools and templates, review work of Associate through Director levels, work with Principals on client strategies, and engage in marketing, networking, business development, and written tax advice.
Tax Specialization
Understands technical and practical issues regarding tax of corporate mergers, acquisitions, and restructurings, including:
Form and ramifications of various taxable asset and stock transactions
Purchase price allocation rules
Section 338(h)(10), Section 338(g), and Section 336(e) elections
Application of Section 1202 to stock dispositions
Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384)
Consolidated return regulations related to basis and E–P adjustments
Tax considerations for subsidiaries joining or leaving a consolidated group (circular basis adjustment rules, unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc.)
Nonrecognition transactions and general requirements
Transaction costs and rules related to deductibility and capitalization
Serves as primary technical resource for practice areas described above and broader tax practice.
Tax Consulting
Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal
Reads and comments on stock purchase agreements and asset purchase agreements
Reviews and analyzes purchase price allocations
Conducts and reviews transaction costs analyses
Provides consulting services to broader tax practice on corporate mergers, acquisitions, restructurings, and tax attributes
Leads Section 382 studies and works with Special Projects Group Leader to drive overall strategy
Reviews step plans for legal entity rationalization/restructuring transactions
Reviews opinions, memoranda, and conducts tax technical research and analysis
Reviews stock basis and E–P analyses for consolidated groups
Reviews inside and outside basis analyses for C corporations
Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates
Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties
Research
Identifies when research is needed, frames issues, and reports analysis
Applies firm and professional standards for preparation of work
Involves additional firm specialists as appropriate
Strategy Development
Introduces and develops new/improved ideas for clients, firm, or personnel to reduce taxes or expenses
Reviews studies of tax implications and offers alternative courses of action
Identifies and leverages lessons learned to improve processes and methods
Supervisory Responsibilities
Supervises associates, senior associates, managers, senior managers, and directors on all projects
Reviews work prepared by associates to directors and provides review comments
Trains associates on software tools and tax technical skills
Acts as Career Advisor to associates and senior staff
Schedules and manages workload of staff
Provides verbal and written performance feedback
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 prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed:
Knowledge of Section 382 and experience in preparing, reviewing, and auditing Section 382 studies
Knowledge of consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses
Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses
Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration
Experience in preparing, reviewing, and auditing transaction cost analyses
Experience in drafting technical tax memorandums and opinions to support client positions
License/Certifications
CPA, Attorney admitted to practice in a U.S. jurisdiction, IRS Enrolled Agent (“EA”), or equivalent required
Possession of other professional degrees or certifications applicable to the role preferred
Software
Proficient with Microsoft Office Suite preferred
Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect preferred
Language
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills and decision-making skills
Ability to work well in a team environment
Ability to develop team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client
Demonstrates a high level of integrity
Ability to adapt quickly in uncertain or unstructured situations
Excellent communication skills, with ability to give and receive criticism and feedback constructively
Ability to simplify complex issues for client and non-tax professional understanding
Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency
Intellectually curious, motivated to deliver work of highest quality, driven to expand knowledge of tax technical matters, BDO’s business, its clients, and the team
Ability to lead by example, demonstrating importance of continual personal and professional growth
Salary Information Washington DC Range: $250,000 to $350,000
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
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Job Summary The Managing Director will lead client‑facing technical tax work and serve as a primary technical resource for the firm and its clients. Responsibilities include structuring and restructuring, consolidated return subsidiary share basis and earnings – profits analyses, Section 1202, transaction cost analyses, and driving technological innovation with respect to Section 382 analyses. The role will work with BDO counterparts in India, train the TAS team, improve deliverables, tools and templates, review work of Associate through Director levels, work with Principals on client strategies, and engage in marketing, networking, business development, and written tax advice.
Tax Specialization
Understands technical and practical issues regarding tax of corporate mergers, acquisitions, and restructurings, including:
Form and ramifications of various taxable asset and stock transactions
Purchase price allocation rules
Section 338(h)(10), Section 338(g), and Section 336(e) elections
Application of Section 1202 to stock dispositions
Net operating loss and credit limitation rules (e.g., SRLY, Sections 382, 383, and 384)
Consolidated return regulations related to basis and E–P adjustments
Tax considerations for subsidiaries joining or leaving a consolidated group (circular basis adjustment rules, unified loss rule, NOL allocation rules, excess loss accounts, deferred intercompany transactions, triggering events, excess loss accounts, etc.)
Nonrecognition transactions and general requirements
Transaction costs and rules related to deductibility and capitalization
Serves as primary technical resource for practice areas described above and broader tax practice.
Tax Consulting
Reviews calculations of anticipated tax ramifications of an asset deal relative to a stock deal
Reads and comments on stock purchase agreements and asset purchase agreements
Reviews and analyzes purchase price allocations
Conducts and reviews transaction costs analyses
Provides consulting services to broader tax practice on corporate mergers, acquisitions, restructurings, and tax attributes
Leads Section 382 studies and works with Special Projects Group Leader to drive overall strategy
Reviews step plans for legal entity rationalization/restructuring transactions
Reviews opinions, memoranda, and conducts tax technical research and analysis
Reviews stock basis and E–P analyses for consolidated groups
Reviews inside and outside basis analyses for C corporations
Frames projects and issues for effective delegation to directors, senior managers, managers, senior associates and associates
Reviews structure decks for taxable and nonrecognition transactions between unrelated third parties
Research
Identifies when research is needed, frames issues, and reports analysis
Applies firm and professional standards for preparation of work
Involves additional firm specialists as appropriate
Strategy Development
Introduces and develops new/improved ideas for clients, firm, or personnel to reduce taxes or expenses
Reviews studies of tax implications and offers alternative courses of action
Identifies and leverages lessons learned to improve processes and methods
Supervisory Responsibilities
Supervises associates, senior associates, managers, senior managers, and directors on all projects
Reviews work prepared by associates to directors and provides review comments
Trains associates on software tools and tax technical skills
Acts as Career Advisor to associates and senior staff
Schedules and manages workload of staff
Provides verbal and written performance feedback
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 prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed:
Knowledge of Section 382 and experience in preparing, reviewing, and auditing Section 382 studies
Knowledge of consolidated return regulations, specifically experience in preparing, reviewing, and auditing consolidated subsidiary share basis and earnings and profits analyses
Knowledge of Section 1202 and experience preparing and reviewing Section 1202 analyses
Experience in preparing, reviewing, and auditing deliverables related to transaction structuring, legal entity rationalization, and post-transaction structural integration
Experience in preparing, reviewing, and auditing transaction cost analyses
Experience in drafting technical tax memorandums and opinions to support client positions
License/Certifications
CPA, Attorney admitted to practice in a U.S. jurisdiction, IRS Enrolled Agent (“EA”), or equivalent required
Possession of other professional degrees or certifications applicable to the role preferred
Software
Proficient with Microsoft Office Suite preferred
Experience with tax research databases, including Checkpoint, Bloomberg, and CCH Intelliconnect preferred
Language
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills and decision-making skills
Ability to work well in a team environment
Ability to develop team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to client
Demonstrates a high level of integrity
Ability to adapt quickly in uncertain or unstructured situations
Excellent communication skills, with ability to give and receive criticism and feedback constructively
Ability to simplify complex issues for client and non-tax professional understanding
Ability to utilize and improve digital tools to reduce hours and optimize engagement efficiency
Intellectually curious, motivated to deliver work of highest quality, driven to expand knowledge of tax technical matters, BDO’s business, its clients, and the team
Ability to lead by example, demonstrating importance of continual personal and professional growth
Salary Information Washington DC Range: $250,000 to $350,000
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr