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.
• Conducts top-level review of T/R and resolves all tax issues with the client, involving specialists as necessary.
• Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as needed.
• Identifies when research is needed and clearly frames issues to be researched, reporting the analysis.
• Trains managers/staff on research skills and helps frame tax issues for efficient research processes.
• Involved in firm specialists' work to ensure proper application of ASC 740 and Firm policies, standards, and BDO TQM.
• Reviews tax provisions, applying in-depth knowledge of ASC 740 if applicable, and reviews prepared workpapers.
• Explains and discusses with the client components of the income tax provision and uncertain tax positions, as well as other complexities surrounding ASC 740.

Tax Consulting

• Assists in developing, recommending, and implementing methods to maximize client benefits, especially by decreasing taxes.
• Applies tax knowledge and business/industry knowledge to recommend solutions, managing risk.
• Communicates with STS specialists to determine applicability of STS consulting specialties to each client, involving STS when appropriate.
• Maintains and monitors implementation of work plans for tax consulting projects to ensure efficient and effective execution.
• Provides effective assistance with protests at the appeals level and implements applicable Firm strategies.

Tax Specialization

• Develops an in-depth understanding of 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.

Strategy Development

• Introduces and develops new or improved ideas to improve client, Firm, or Firm personnel positions, such as reducing taxes or expenses or providing non-tax benefits.
• 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 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.
• Master's in Accountancy or Taxation preferred.
• 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 proficient with the Microsoft Office Suite preferred.
• Experience with tax research databases and tax compliance process software preferred.