Tax Manager, Core Tax Services

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.
• Plans and reviews the tax process and procedures to include: 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.
• Manages client relationships/expectations in accordance with the project.
• Provides advice to clients in a timely manner.

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
• Applies most Firm and professional standards for preparation of WTA and tax returns.
• Involves firm specialists, as appropriate ASC 740 (FAS 109 And FIN 48).
• Tax Accruals: Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
• Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them.
• Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740.
• Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates.
• Utilizes and manages STS, as needed.

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.
• Considers the applicability of CTS and STS consulting specialties for each client.
• Serves as a technical resource.
• Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”).
• Provides effective assistance with exam support.
• Frames projects and issues for effective delegation to seniors and associates.

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.
• May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists.

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.
• Reviews studies of tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.

Supervisory Responsibilities

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provide review comments.
• Trains Associates and Seniors how to use all current software tools.
• Acts as a Career Advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.