Tax Experienced Manager, Transaction Advisory Services, Special Projects (M at BDO USA Experienced Career Site

Grand Rapids, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

172000.0

Posted On

03 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax due diligence, Transaction advisory, M&A tax, Project management, Tax modeling, Financial analysis, Risk management, Client engagement, Technical writing, Tax structuring, Leadership, Communication, Microsoft Excel, US GAAP, Tax controversy

Industry

Accounting

Description

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. Colorado Range: $155,000 - $172,000 Washington Range: $155,000 - $172,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: * Welcoming diverse perspectives and understanding the experience of our professionals and clients * Empowering team members to explore their full potential * Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities * Celebrating ingenuity and innovation to transform our business and help our clients transform theirs * Focus on resilience and sustainability to positively impact our people, clients, and communities * BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! [https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf] *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! [https://protect-us.mimecast.com/s/US5qCDkoYJC5g3L6SWPvmU?domain=nam12.safelinks.protection.outlook.com]

Responsibilities

The manager will lead transaction advisory engagements, including due diligence, deal structuring, and tax risk analysis for private equity and corporate clients. They are also responsible for supervising staff, managing engagement financials, and supporting business development efforts.