Tax Experienced Manager, Core Tax Services

Job Summary

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, identifying ways to comply with tax regulations, and acting 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 top-level decisions regarding filing, preparation, and resolution of questions from federal and state agencies.

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

• Tax Compliance
  • Ensures that clients comply with all applicable authorities while minimizing tax and reporting burdens, and that 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 resolutions of tax issues with the client; involves specialists where appropriate
  • Communicates with client and Assurance on 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 timely advice to clients
  • Plans and reviews the tax process and procedures, including:
    • 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
• Research
  • Identifies when research is needed; frames issues to be researched clearly; reports the analysis concisely
  • Identifies complex issues to be researched by the engagement team and provides research methodology for efficient research
  • Trains managers/senior staff on research skills and helps appropriately 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 and FIN 48
  • Explains and discusses with the client components of the income tax provision and uncertain tax positions, and other ASC 740 complexities
  • Reviews tax provisions and applies in-depth knowledge of ASC 740 if applicable
  • May review prepared work papers
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient methods to maximize client benefits, especially by decreasing current and future taxes
  • Applies tax knowledge and business/industry knowledge to recommend solutions
  • Maximizes client benefits while managing risk
  • Coordinates with STS specialists to determine applicability of STS consulting specialties
  • Monitors implementation of client service plans for tax consulting projects
  • Manages inquiries from federal and state agencies with little or no assistance
  • May provide effective assistance with protests at the appeals level
  • Implements applicable Firm strategies
  • Manages client expectations
• Tax Specialization
  • Develops in-depth understanding of technical and practical issues in one or more tax areas (e.g., individual, corporate, property, sales, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits)
  • May organize or participate in external CPE training sessions at least once per year
  • May train and mentor managers/seniors/associates on specialization areas
• Strategy Development
  • Develops new or improved ideas to improve client position, the Firm, or Firm personnel (e.g., by reducing taxes or expenses or providing non-tax benefits)
  • Researches and implements tax strategies, including exploring new strategies
  • Suggests improvements to previous work products or approaches
  • May present complex strategies to clients and prospective clients
• Other duties as required