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, monitoring engagement process, and managing actual time incurred vs. budget.
• Timely bills clients and manages out-of-scope activity and communication with clients.
• Timely collects accounts receivable.
• Manages client relationships and expectations according to project plans.
• Provides timely advice to clients.

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 preparing WTA and tax returns, involving firm specialists as appropriate.
• 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 clients.
• Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
• Utilizes and manages STS as needed.

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing taxes.
• Considers the applicability of CTS and STS consulting specialties for each client.
• Develops and implements a work plan for ongoing projects from clients.
• Serves as a technical resource.
• Ensures client service teams comply with Firm policies regarding Written Tax Advice (WTA).
• 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

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Masters 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, preferred.
• Experience with tax research databases and tax compliance process software, preferred.