Tax Senior Manager, Core Tax Services

Tax Compliance

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Responsible for self and client service teams adhering to Firm policies, standards, and the BDO Tax Quality Manual (TQM).
• Conducts top-level review of T/R and resolves all tax issues with clients; involves specialists as necessary.
• Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
• Identifies when research is needed; clearly and concisely frames issues to be researched and reports the analysis.
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
• Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis.
• Involves firm specialists, as appropriate.
• Makes sure implementation of work plans (client service plan) is efficiently and effectively conducted for tax consulting projects.
• Provides effective assistance with protests at the appeals level.
• Implements applicable Firm strategies.
• Manages client expectations.

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
• Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions.
• Maximizes client benefits, especially by decreasing client taxes, while managing risk.
• Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate.
• Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted.
• Provides effective assistance with protests at the appeals level.
• Implements applicable Firm strategies.
• Manages client expectations.

Tax Specialization

• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, such as 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.
• Organizes and conducts, or participates in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at least once per year.
• Trains and mentors managers/seniors/associates on specialization areas.

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.
• Researches and implements tax strategies, including experimenting with promising new strategies and ideas.
• Consistently makes suggestions as to how previous work products or approaches can be improved.
• May lead marketing campaigns, if applicable to role.
• Presents complex strategies to clients and prospective clients.