Tax Senior Manager, Accounting Methods

About the role

The Accounting Methods group helps companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration and revenue deferral. Accounting Methods is composed of various tax consulting practices designed to help companies comply with specific areas of federal, state, and international tax law. As a Tax Senior Manager, Accounting Methods, you will help achieve BDO’s core purpose—Helping People Thrive Every Day—by helping both public and private companies identify federal tax benefits and correct federal tax exposures.

Responsibilities

• Research Identifies all situations where research is necessary and conducts appropriate investigation on identified topics
• Confirms accuracy of facts and sources where appropriate
• Prepares studies of tax implications and outlines alternative courses of action to clients
• Composes effective research memos in support of projects / transactions
• Develops effective presentations for marketing and sales opportunities
• Tax Compliance Ensures clients comply with applicable authorities
• Identifies options for minimizing client tax and reporting burdens
• Identifies “gray areas” and communicates related risks to partners
• Completes appropriate workpapers and tax returns forms
• Ensures firm risk management and tax quality control standards and protocols are met
• Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
• Tax Consulting Develops, recommends, and implements solutions to provide clients maximum tax benefits
• Stays informed of new legal and factual developments affecting clients’ tax accounting methods positions and identifies and communicates with partners about effective approaches to optimize these positions
• Identifies and assists in maximizing all potential tax accounting methods benefits
• Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting Accounting Methods on exam and at appeals
• Tax Controversy Represents clients before tax authorities
• Responds effectively to inquiries from federal and state tax authorities regarding tax accounting methods issues and questions
• Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding tax accounting methods
• Identifies client opportunities and issues having to do with tax specializations other than accounting methods
• Strategy Development Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel
• Suggests marketing approaches for new client acquisition
• Marketing and Business Development Exhibits thought leadership in a specialized area within Tax Accounting Methods
• Recognized as industry group go-to person in Tax Accounting Methods
• Works with Specialized Tax Services and Tax Accounting Methods Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan
• Builds effective go-to-market strategies
• Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients
• Prepares proposals, statement of work and engagement letters
• Researches a variety of tax topics related to transfer pricing
• Drafts tax alerts that are used to communicate recent developments to an external audience
• Creates slides for use in presentations to internal and external audiences
• Prepares training materials and presents on topics of interest to internal audiences
• Works on special projects to develop the practice, create efficiencies or improve process
• Supervises and reviews the day-to-day work of Accounting Methods Senior Associates and Associates on assigned engagements
• Evaluates the performance of Accounting Methods Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development
• Delivers periodic performance feedback and completes constructive performance evaluations for Accounting Methods Senior Associates, Associates, and Interns
• Acts as Career Advisor to Accounting Methods Senior Associates and Associates

Qualifications

• Bachelor’s degree, required; degree in Accounting, Tax, or Finance, preferred
• Master’s degree, preferred
• Juris Doctorate (J.D.), preferred
• Seven (7) or more years of prior Federal tax client service experience, required
• Prior experience supervising tax consulting professionals, required
• Prior experience with accounting methods, preferred
• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations, and partnerships, 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
• Software Proficiency: Proficient in the use of Microsoft Office, especially Excel and Word, preferred
• Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs, preferred