Tax Experienced Manager, Corporate/ASC 740 Focus

Tax Compliance

• Ensures clients comply with all applicable authorities, while minimizing their tax and reporting burdens.
• Involves specialists where appropriate.
• Communicates with clients and Assurance any issues identified in tax accrual reviews.
• Manages client relationships/expectations in accordance with the project.
• Plans and reviews the tax process and procedures to be performed.
• Timely billing including management of identified out-of-scope activity and communication to client.
• Timely collection of A/R.
• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
• Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis.
• Involves firm specialists, as appropriate.
• Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them.
• Reviews tax provisions – applies in-depth knowledge of ASC 740 if applicable to practice work.
• Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740.
• May review prepared workpapers.

Tax Consulting

• Affords assistance with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
• Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions.
• Makes suggestions as to how previous work products or approaches can be improved.
• Presents complex strategies to clients and prospective clients.

Tax Specialization

• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
• Organizes and conducts, or participates in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year.
• Trains and mentors managers/seniors/associates on specialization areas.

Strategy Development

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
• Researches and implements tax strategies, including experimentation with promising new strategies and ideas.
• Makes suggestions as to how previous work products or approaches can be improved.
• Presents complex strategies to clients and prospective clients.