Tax Manager, Core Tax Services - ASC

Core Tax Services (CTS) Manager – ASC
740

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 corporate tax and ASC 740 tax issues. Charged with applying knowledge to understand potential tax issues, recognizing and communicating potential risks and changes in tax policy.

• Tax Compliance
  • Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensure self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Conduct top‑level reviews of tax research and resolve all tax issues with clients; involve specialists where appropriate.
  • Communicate issues identified in tax accrual review with assurance clients.
  • Plan and review the tax process and procedures to include:
    • Budgeting and staffing
    • Monitoring engagement process and actual time incurred vs. budget with assistance of senior personnel
    • Timely billing, including management of identified out‑of‑scope activity and communication to client
    • Timely collection of accounts receivable
  • Manage client relationships/expectations in accordance with the project.
  • Provide advice to clients in a timely manner.
• Research
  • Identify when research is needed; frame issues clearly and report analysis concisely.
  • Identify complex issues to be researched by engagement team and provide efficient research methodology.
  • Train managers/staff on research skills and help 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 the BDO TQM regarding ASC 740 proactively.
  • Explain and discuss components of the income tax provision and uncertain tax positions to clients, and other complexities surrounding ASC 740.
  • Communicate with assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates.
  • Review prepared work papers and apply in‑depth knowledge of ASC 740.
  • Utilize and manage Specialized Tax Services (STS) as needed.
• Tax Consulting
  • Assist with developing, recommending, and implementing efficient methods to maximize client benefits, especially by decreasing current and future taxes.
  • Consider the applicability of CTS and STS consulting specialties for each client.
  • Develop and implement a work plan to organize the STS assistance on ongoing client projects.
  • Serve as a technical resource.
  • Ensure client service teams comply with firm policy regarding Written Tax Advice (WTA).
  • Provide effective assistance with exam support.
  • Frame projects and issues for effective delegation to seniors and associates.
• Tax Specialization
  • Develop an in‑depth understanding of technical and practical issues and opportunities in one or more areas of taxation, e.g., individual, corporate, property, sales, pass‑through, state and local, international, expatriate, transfer‑pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
  • Organize and conduct effective internal CPE training sessions in area of specialization, involving firm specialists.
  • 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 personnel by reducing taxes or expenses or providing non‑tax benefits.
  • Consistently suggest improvements to previous work products or approaches.
  • Lead marketing campaigns if applicable to role.
  • 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 current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage workload of associates and…