Tax Manager, Core Tax Services

Tax Compliance

• Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
• Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
• Communicates with client and Assurance any issues identified in tax accrual reviews
• Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing
• Makes sure engagement process is monitored 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
• 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
• 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

  • Aids in 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
  • Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
  • Serves as a technical resource
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice (“WTA”)
  • 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

        Other Duties

        • As required

          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

            Education

            • Qualifications, Knowledge, Skills and Abilities:
            • Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
            • Masters in Accountancy or Taxation, preferred
            • Experience:
            • 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
            • Licenses/Certifications:
            • 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 Proficiency:
            • Proficient with the Microsoft Office Suite, preferred
            • Experience with tax research databases and tax compliance process software, preferred
            • Language:
            • N/A
            • Other Knowledge, Skills & 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

              About Us

              • BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
              • No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
              • We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
              • As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings.
              • It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
              • Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.
              • Benefits may be subject to eligibility requirements.
              • Equal Opportunity Employer, including disability/vets
              • Click here to find out more !