Tax Manager, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities, while minimizing their tax and reporting burdens.
• Resolves all tax issues with clients and involves specialists as necessary.
• Communicates with clients and Assurance counterparts to resolve issues identified in tax accrual reviews.
• Plans and reviews the tax process, including budgeting and staffing.
• Maintains engagement process, monitoring actual time incurred against budget with assistance of Senior.
• Timely bills clients and manages out-of-scope activity, communicating with clients.
• Timely collects accounts receivable.
• Manages client relationships and expectations according to project needs.
• Provides timely advice to clients.

Research

• Identifies when research is needed and clearly reports the analysis.
• Applies most Firm and professional standards for preparation of WTA and tax returns.
• Involves firm specialists as appropriate for ASC 740 (FAS 109 and FIN 48).
• Explains and discusses components of the income tax provision and uncertain tax positions to the client.
• Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
• Utilizes and manages STS as needed.

Tax Consulting

• Aids in developing, recommending, and implementing methods to maximize client benefits, especially by decreasing taxes.
• Considers the applicability of CTS and STS consulting specialties for each client.
• Serves as a technical resource and ensures client service teams comply with Firm policies.
• Provides effective assistance with exam support and frames projects and issues for effective delegation to seniors and associates.

Tax Specialization

• Develops an in-depth understanding of 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.
• 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, such as 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.

Other Duties

• Performs other duties as required.

Supervisory Responsibilities

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on 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.

Education Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master's in Accountancy or Taxation, preferred.
• Five (5) 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.
• Experience with tax research databases and tax compliance process software, preferred.

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, A Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clients. Empowering team members to explore their full potential. Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities. Celebrating ingenuity and innovation to transform our business and help our clients transform theirs. Focus on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability."