Tax Experienced Manager, Core Tax Services

Overview

The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting actions to lessen tax burden and cost of compliance, and serving as the primary client contact for complex tax issues. This role involves applying knowledge to understand potential tax issues, recognizing and communicating potential risks and changes in tax policy, and making high-level decisions regarding filing, preparation, and resolution of questions from federal/state agencies.

The Tax Experienced Manager will be a critical member of the office/region leadership team and will participate in marketing, networking, and business development within an area of expertise while maintaining client relationships and acting as the primary contact for complex questions.

Note: This description reflects responsibilities, qualifications, and expectations as provided.

• Tax Compliance
  • Ensures both that (a) clients comply with all applicable authorities, while minimizing tax and reporting burdens, and (b) self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Conducts top-level review of tax returns and resolves all tax issues with the client; involves specialists where appropriate
  • Communicates with client and Assurance any issues identified in tax accrual reviews
  • Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
  • Manages client relationships/expectations in accordance with the project
  • Provides advice to clients in a timely manner
  • Plans and reviews the tax process and procedures to be performed, including budgeting and staffing
  • Monitors engagement process and actual time incurred vs. budget with assistance of Senior
  • Ensures timely billing including management of identified out-of-scope activity and communication to client
  • Ensures timely collection of A/R
• Research
  • Identifies when research is needed; frames issues clearly and concisely and reports the analysis
  • Defines complex issues to be researched by the engagement team and provides research methodology
  • Trains managers/staff on research skills and helps to frame tax issues for analysis
  • Involves firm specialists, as appropriate
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Applies Firm policies, standards, and the BDO TQM regarding ASC 740
  • Reviews tax provisions and may review prepared work papers
  • Explains and discusses with the client components of the income tax provision and uncertain tax positions
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient methods to maximize client benefits by reducing taxes
  • Applies tax knowledge and business/industry insight to recommend solutions
  • Monitors implementation of client service plans to ensure effective execution
  • Manages inquiries from federal and state agencies with minimal assistance
  • May assist with protests at the appeals level and implements applicable Firm strategies
  • Manages client expectations
• Tax Specialization
  • Develops deep understanding of technical and practical issues in one or more areas of taxation (e.g., individual, corporate, international, transfer pricing, credits and incentives, etc.)
  • May organize or participate in external CPE training and mentor others in specialization areas
• Strategy Development
  • Proposes new or improved ideas to benefit clients or the Firm; researches and implements tax strategies
  • May present complex strategies to clients and prospective clients
• Other duties as required

• Supervises associates and senior associates on all projects
• Reviews work and provides comments
• Trains associates and seniors on current software tools
• May act as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred
• Masters in Accountancy or Taxation preferred

• Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional…