Tax Manager, Tax Automation & Innovation
Job Summary
The Tax Manager, Tax Automation & Innovation, as a member of the Tax Automation & Innovation team, collaborates with clients and team members to implement tax automation tools. Responsibilities include marketing, networking, and business development, as well as assessing and improving client tax department operations.
Job Duties
- Tax Consulting
- Qualifies viability of prospective clients or projects
- Identifies opportunities to expand current business
- Understands the full picture of a client's tax functions and develops unique strategies aligned with business objectives
- May lead planning or project delivery meetings
- Aids in managing client expectations and requirements
- Gathers client requirements, estimates fees, and prepares scoping and proposed solutions for client proposals
- Communicates complex technical items to target audiences
- Engagement / Project Management
- Demonstrates advanced project and process management skills
- Works with Tax AI leadership to set strategy and methodology
- Executes standard project setup procedures, tracks billing, and ensures project economic management
- Collaborates with project teams and clients to develop and implement projects
- Constructs a comprehensive business case for clients
- Client Service
- Clearly identifies clients' business requirements and expectations
- Communicates status to clients and responds to requests
- Navigates complex issues for clients
Education Qualifications, Knowledge, Skills and Abilities
- Bachelor's degree in Accounting, Finance, Computer Science, Data Analytics, or Technology, required
- Graduate degree preferred
- Five (5) or more years of experience with technology or tax systems, required
- Experience with ASC 740 tax accounting, consulting, or income tax compliance preferred
- Leadership experience preferred
- Certification in one of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps
- Multiple certifications preferred
- CPA certification preferred
- Software experience with one (1) or more of the below software / tools preferred: Bloomberg, Corptax, Longview, OneStream, Oracle, RPA tools (UiPath, Power Automate, etc.), ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.), Visualization tools (Power BI, Tableau, etc.), Microsoft Excel, advanced Microsoft Excel skills
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"