Tax Manager, Core Tax Services

Job Summary

The Tax 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, the Manager applies knowledge to understand potential tax issues, recognizes and communicates potential risks, and anticipates changes in tax policy.

The Manager also supports marketing, networking, and business development within an area of expertise and may provide written tax advice to clients.

• Ensures both that (a) clients comply with all applicable authorities while minimizing their tax and reporting burdens, and (b) the self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual (TQM).
• Conducts top‑level review of T/R and resolves all tax issues with client; involves specialists where appropriate.
• Communicates with client and Assurance any issues identified in tax accrual reviews.
• Plans and reviews the tax process and procedures to include:
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing, including management of identified out‑of‑scope activity and communication to client
  • Timely collection of A/R
• Manages client relationships/expectations in accordance with the project.
• Provides timely advice to clients.

• Identifies when research is needed, frames issues to be researched, and reports analysis concisely.
• Applies most firm and professional standards for preparation of WTA and tax returns.
• Involves firm specialists, as appropriate.

• Proactively applies firm policies, standards, and the BDO TQM regarding FAS 109 and FIN 48.
• Explains and discusses components of the income tax provision and uncertain tax positions to the client and other stakeholders.
• Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
• Utilizes and manages STS as needed.

• Assists with developing, recommending, and implementing efficient methods to maximize client benefits, especially by decreasing current and future taxes.
• Considers the applicability of CTS and STS consulting specialties for each client.
• Develops and implements a work plan to include/organize the STS assistance on ongoing client projects.
• Serves as a technical resource.
• Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA).
• Provides effective assistance with exam support.
• Frames projects and issues for effective delegation to seniors and associates.

• Develops an in‑depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation, such as individual, corporate, property, sales, transfer pricing, credits and incentives, and more.
• May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving firm specialists.

• Introduces and develops new or improved ideas to improve the position of clients, the firm, or firm personnel.
• Reviews studies of tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
• Performs other duties as required.

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on the use of all current software tools.
• Acts as a career advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

• Bachelor's degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master's in Accountancy or Taxation…