Tax Senior Manager, Core Tax Services

About the role

The Core Tax Services Senior Manager advises clients on tax implications, evaluates alternative actions to reduce tax burden, identifies compliance methods, and acts as the primary client contact for complex tax issues. This role involves applying knowledge to understand potential tax issues, recognizing and communicating risks, and making decisions regarding filings and question resolution. Additionally, the Senior Manager participates in marketing, networking, and business development, maintains client relationships, and handles inquiries from federal and state agencies.

Responsibilities

• Tax Compliance
• Ensures client compliance with all applicable authorities while minimizing tax and reporting burdens
• Conducts top-level review of T/R and resolves all tax issues with clients
• Plans for early recognition of material tax and compliance issues and consults with client and/or partner as appropriate
• Identifies and conducts necessary research to resolve complex issues
• Trains managers/staff on research skills and helps frame tax issues for analysis
• Involves firm specialists, as appropriate
• Research
• Identifies when research is needed and clearly reports the analysis
• Identifies complex issues to be researched and provides research methodology
• Trains others on research skills
• Tax Accruals
• Applies Firm policies, standards, and BDO TQM regarding FAS 109 and FIN 48
• Applies ASC 740 and Firm policies, standards, and BDO TQM regarding it
• Helps others learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding it
• Reviews tax provisions and explains and discusses components of the income tax provision and uncertain tax positions
• Tax Consulting
• Develops and recommends efficient and effective methods to maximize client benefits, especially by decreasing taxes
• Applies tax knowledge and business/industry knowledge to recommend solutions
• Monitors implementation of work plans for tax consulting projects
• Manages written or phone inquiries from federal and state agencies
• Provides effective assistance with protests at the appeals level
• Implements applicable Firm strategies
• Manages client expectations
• Tax Specialization
• Develops in-depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation
• Organizes and conducts 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 client, Firm, or Firm personnel positions
• Researches and implements tax strategies, including experimenting with promising new strategies and ideas
• Makes suggestions for improving previous work products or approaches
• Presents complex strategies to clients and prospective clients
• Supervisory Responsibilities
• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains associates and seniors on using current software tools
• Manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Requirements

Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required. Industry expertise in one or more tax specialty preferred. Prior supervisory experience required. 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 with Microsoft Office Suite and tax research databases and tax compliance process software preferred.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree in Accounting, Finance, Economics, or Statistics required; major in Accounting, Finance, Economics, or Statistics preferred
• Master's in Accountancy or Taxation preferred
• Experience in tax compliance, research, tax accruals, tax consulting, tax specialization, strategy development, and supervisory responsibilities
• Knowledge of ASC 740, FAS 109, and FIN 48
• Strong analytical, research, critical thinking, and decision-making skills
• Excellent verbal and written communication skills
• Ability to work well in a team environment and manage client relationships
• Executive presence and ability to act as primary client contact for complex issues

Skills

• Superior verbal and written communication skills
• Strong analytical, research, and critical thinking skills
• Decision-making skills
• Capacity to work well in a team environment
• Capable of developing and managing a team of tax professionals
• Capable of composing written tax advice
• Capable of effectively developing and maintaining client relationships

Benefits

California Range: $146,000 - $200,000
Colorado Range: $165,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
Ohio Range: $125,000 - $200,000
NYC/Long Island/Westchester Range: $190,000 - $225,000
Washington Range: $158,400 - $215,400
Washington DC Range: $162,000 - $190,000

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"