Tax Experienced Manager, Core Tax Services

Tax Experienced Manager, Core Tax Services

Join the Tax Experienced Manager, Core Tax Services role at BDO USA.

The Tax Experienced Manager, Core Tax Services 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 different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, you will apply knowledge to understand potential tax issues, recognize, communicate potential risks and changes in tax policy, and make top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies.

You will also serve as a critical member of the office or region leadership team, actively participating in marketing, networking, and business development, while maintaining client relationships and acting as the primary contact for complex questions.

• Tax Compliance
  • Ensure both client compliance with all authorities and minimal tax and reporting burdens while complying with firm policies and the BDO Tax Quality Manual (TQM).
  • Conduct top‑level review of tax return reviews and resolve all tax issues with the client; involve specialists where appropriate.
  • Communicate identified issues in tax accrual reviews with client and Assurance.
  • Plan for early recognition of material tax and compliance issues and consult with client and/or partner as appropriate.
  • Manage client relationships and expectations in accordance with the project.
  • Provide timely advice to clients.
  • Plan and review the tax process, including budgeting and staffing.
  • Monitor engagement process and actual time incurred versus budget with assistance of senior staff.
  • Handle timely billing, including out‑of‑scope activity and communication to client.
  • Ensure timely collection of accounts receivable.
• Research
  • Identify when research is needed, frame issues clearly, and report analysis concisely.
  • Clarify complex issues to the engagement team and provide efficient research methodology.
  • Train managers and staff on research skills and appropriate framing of tax issues.
  • Engage firm specialists when appropriate.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Apply firm policies, standards, and the BDO TQM regarding ASC 740 and related regulations.
  • Help others learn and apply ASC 740 and firm policies.
  • Review prepared work papers and explain tax provision components to clients.
• Tax Consulting
  • Assist with developing, recommending, and implementing efficient methods to maximize client benefits, including reducing current and future taxes.
  • Apply combined tax and business/industry knowledge to recommend solutions.
  • Maximize client benefits while managing risk.
  • Consult with STS specialists to determine applicability of STS consulting specialties.
  • Monitor implementation of work plans for tax consulting projects.
  • Manage inquiries from federal and state agencies with little or no assistance.
  • Provide assistance with protests at the appeals level when needed.
  • Implement applicable firm strategies and manage client expectations.
• Tax Specialization
  • Develop deep technical and practical knowledge in one or more areas of taxation.
  • Organize and conduct external CPE training sessions in the area of specialization at least once per year.
  • Train and mentor managers, seniors, and associates on specialization areas.
• Strategy Development
  • Introduce and develop new ideas to improve client, firm, or personnel positions by reducing taxes or expenses.
  • Research and implement tax strategies, including experimentation with new ideas.
  • Consistently suggest improvements to previous work products or approaches.
  • Present complex strategies to clients and prospective clients when needed.
• Other Duties as Required

  (Content not specified)

• 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 current software tools.
• Act as a career advisor to associates and senior associates.
• Provide verbal and written performance feedback.

• Bachelor’s…