Tax Manager, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Involves specialists where appropriate to resolve tax issues with clients.
• Communicates with clients and Assurance counterparts to manage tax accrual reviews.
• Manages client relationships and expectations according to project needs.
• Timely billing and collection of accounts receivable.

Research

• Identifies when research is needed and clearly reports the analysis.
• Applies most Firm and professional standards for preparing WTA and tax returns.
• Applies 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.

Tax Consulting

• Aids in developing and implementing efficient methods to maximize client benefits, especially by decreasing taxes.
• Serves as a technical resource for client service teams.
• Ensures compliance with Firm policies regarding Written Tax Advice.
• Provides effective support during exam processes.

Tax Specialization

• Develops in-depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation.

Strategy Development

• Introduces and develops new or improved ideas to improve client, Firm, or Firm personnel positions.
• Reviews tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects.