Tax Manager, Core Tax Services - ASC

Job Summary

The Core Tax Services ("CTS") Manager – ASC 740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. The role applies knowledge to understand potential tax issues, recognizes and communicates potential risks and changes in tax policy.

• Tax Compliance
  • Ensure clients comply with authorities while minimizing tax and reporting burdens.
  • Ensure self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
  • Conduct top‑level review of T/R and resolve all tax issues with client; involve specialists when appropriate.
  • Communicate issues identified in tax accrual review with Assurance clients.
  • Plan and review the tax process and procedures, including budgeting and staffing, monitoring engagement process and actual time incurred vs budget with assistance of Senior, timely billing, collecting A/R.
  • Manage client relationships/expectations in accordance with the project.
  • Provide timely advice to clients.
• Research
  • Identify when research is needed; clearly and concisely frame issues to be researched and report the analysis.
  • Identify complex issues to be researched by engagement team and provide research methodology for efficient research processes.
  • Train managers/staff on research skills and help appropriately frame ASC 740 tax issues for analysis.
  • Involve firm specialists as appropriate.
• ASC 740 (FAS 109 / FIN 48) Tax Accruals
  • Apply Firm policies, standards, and BDO TQM regarding ASC 740 proactively.
  • Explain and discuss components of the income tax provision and uncertain tax positions to the client.
  • Communicate with Assurance team to plan tax accrual reviews, including budget, scope, and delivery dates.
  • Review tax provisions and prepared work papers, utilizing and managing Specialized Tax Services ("STS") as needed.
• Tax Consulting
  • Develop, recommend, and implement methods to maximize client benefits, especially by decreasing current and future taxes.
  • Consider applicability of CTS and STS consulting specialties for each client.
  • Develop and implement a work plan to include/organize the STS assistance on ongoing projects.
  • Serve as a technical resource.
  • Ensure client service teams comply with Firm policy regarding WTA.
  • Provide effective assistance with exam support.
  • Frame projects and issues for effective delegation to seniors and associates.
• Tax Specialization
  • Develop in‑depth understanding of technical and practical issues and opportunities across multiple areas of taxation.
  • May organize and conduct internal CPE training sessions in areas of specialization, involving Firm specialists.
  • May train and mentor managers/Seniors/Associates on ASC 740.
• Strategy Development
  • Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
  • Consistently suggest improvements to previous work products or approaches.
  • May lead marketing campaigns if applicable.
  • Present complex strategies to clients and prospective clients.
  • Collaborate with the Firm’s National Tax and Specialized Tax Services to deliver high‑quality deliverables and analyses on ASC 740.
• Other duties as required.

• Supervise Associates and Senior Associates on all projects.
• Review work prepared by Associates and Senior Associates and provide review comments.
• Train Associates and Seniors on the use of current software tools.
• Act as a Career Advisor to Associates and Senior Associates.
• Schedule and manage workload of Associates and Senior Associates.
• Provide verbal and written performance feedback to Associates and Senior Associates.

• Bachelor’s degree in Accounting or Taxation (required).
• Master’s degree in Accounting or Taxation (preferred).
• Five (5) or more years of prior experience (required).
• Experience managing the process of preparing and auditing ASC 740 computations for both privately held and publicly traded clients (required).
• Supervisory experience (required).
• Mult…