Tax Manager, Core Tax Services - Corporate/ASC 740 Focus
BDO USA · Columbus, OH · Yesterday
Hybrid$112k–$150k/yrFull-time
Tax Compliance
- Ensures both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and 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 the engagement process is monitored and actual time incurred is compared to the budget with assistance of Senior.
- Timely bills 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.
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:
- Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
- Masters in Accountancy or Taxation, preferred.
- 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:
- 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 effectively developing and maintaining client relationships.
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.
- Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
- About Us:
- BDO is an Equal Opportunity Employer, including disability/vets.
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
- BDO Total Rewards encompass more than traditional benefits.
- BDO is 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.
- BDO Total Rewards offerings include a range of benefits.
- BDO is committed to creating a diverse and inclusive workplace.
- BDO is dedicated to fostering a culture of respect, inclusion, and growth.
- BDO is committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, national origin, disability, or protected veteran status.
- BDO is committed to maintaining a safe and respectful workplace.
- BDO is committed to promoting diversity and inclusion in the workplace.
- BDO is committed to providing a positive and supportive work environment.
- BDO is committed to ensuring that all employees have access to the resources and support they need to succeed.
- BDO is committed to providing a safe and healthy workplace.
- BDO is committed to promoting a culture of continuous learning and improvement.
- BDO is committed to providing a positive and inclusive work environment.
- BDO is committed to promoting a culture of innovation and creativity.
- BDO is committed to providing a positive and supportive work environment.
- BDO is committed to promoting a culture of collaboration and teamwork.
- BDO is committed to promoting a culture of transparency and accountability.
- BDO is committed to promoting a culture of respect and dignity.
- BDO is committed to promoting a culture of fairness and equity.
- BDO is committed to promoting a culture of trust and integrity.
- BDO is committed to promoting a culture of excellence and achievement.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture of passion and enthusiasm.
- BDO is committed to promoting a culture
- Qualifications, Knowledge, Skills and Abilities: