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 during top-level review of T/R and resolution of all tax issues.
• Communicates with clients and Assurance counterparts to resolve issues identified in tax accrual reviews.
• Plans and reviews the tax process, including budgeting and staffing, monitoring engagement process, and managing actual time incurred vs. budget.
• Timely bills clients and manages out-of-scope activity, communicating with clients.
• Timely collects accounts receivable.
• Manages client relationships and expectations according to project plans.
• Provides advice to clients in a timely manner.

Research

• Identifies when research is needed and clearly frames issues to be researched.
• Clearly and concisely reports the analysis.
• Applies most Firm and professional standards for preparation of WTA and tax returns.
• Applies ASC 740 (FAS 109 and FIN 48) 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.
• Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
• Utilizes and manages STS, as needed.

Tax Consulting

• Affords clients efficient and effective methods to maximize 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.