Tax Experienced Manager, Digital Assets

About the role

The Tax Experienced Manager, Core Tax Services advises clients on tax implications, evaluates and selects alternative actions to reduce tax burden and compliance costs, identifies methods of complying with tax regulations, and acts as the primary client contact for complex tax issues. This role also involves participating in the marketing, networking, and business development efforts within an area of expertise and specialization, maintaining client relationships, and providing top-level decisions regarding filing, preparation, and resolution of questions from federal/state agencies.

Responsibilities

• Tax Compliance
• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Conducts top-level review of tax returns and resolves all issues with clients; involves specialists as necessary.
• Communicates with clients and Assurance any issues identified in tax accrual reviews.
• Manages client relationships and expectations according to project needs.
• Plans and reviews the tax process and procedures to include budgeting and staffing.
• Maintains engagement processes and actual time incurred vs. budget with assistance of Senior.
• Timely bills and manages out-of-scope activity and communicates to clients.
• Timely collects accounts receivable (A/R).
• Identifies when research is needed; clearly and concisely frames issues to be researched and 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 frame tax issues for analysis.
• Involves firm specialists as appropriate.
• Applies ASC 740 (FAS 109 and FIN 48) 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.
• Tax Consulting
• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing client taxes while managing risk.
• Confers with STS specialists to determine applicability of STS consulting specialties to each client.
• Makes sure implementation of work plans (client service plan) is efficiently and effectively conducted.
• Manages written or phone inquiries from federal and state agencies with little or no assistance.
• Provides effective assistance with protests at the appeals level.
• Implements applicable Firm strategies.
• Manages client expectations.
• Tax Specialization
• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, such as 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 least 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 experimenting 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.
• 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 how to use all current software tools.
• Acts as a Career Advisor to associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

Requirements

Required Qualifications:

• Bachelor's 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 services experience, required.
• Prior supervisory experience, required.
• Industry expertise in one or more tax specialty, preferred.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required.
• Possession of other professional degrees or certifications applicable to role, preferred.
• Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.

Skills and Abilities

• Superior verbal and written communication skills.
• Strong analytical, research, and critical thinking skills as well as decision-making skills.
• Capacity to work well in a team environment.
• Capable of developing and managing a team of tax professionals.
• Capable of composing written tax advice.
• Capable of effectively developing and maintaining client relationships.
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

Qualifications

Education Qualifications, Knowledge, Skills and Abilities:

• Bachelor's 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 services experience, required.
• Prior supervisory experience, required.
• Industry expertise in one or more tax specialty, preferred.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required.
• Possession of other professional degrees or certifications applicable to role, preferred.
• Software Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.