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.
• Trains managers/staff on research skills and helps frame tax issues for analysis.
• Involves firm specialists as appropriate.
• Makes sure work plans are efficiently and effectively conducted for tax consulting projects.
• Provides effective assistance with protests at the appeals level.
• Implements applicable Firm strategies.
• Manages client expectations.

Research

• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
• Trains others on research skills.
• Reviews tax provisions – applies in-depth knowledge of ASC 740 if applicable to practice work.
• Reviews prepared workpapers.
• Explains and discusses components of the income tax provision and uncertain tax positions with clients.

Tax Consulting

• Aids in developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing taxes.
• Applies tax knowledge and business/industry knowledge to recommend solutions.
• Manages written or phone inquiries from federal and state agencies with little or no assistance.
• Implements applicable Firm strategies.
• Manages client expectations.

Tax Specialization

• Develops an in-depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation.
• 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, such as by reducing taxes or expenses or providing non-tax benefits.
• Researches and implements tax strategies, including experimenting with promising new strategies and ideas.
• 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.

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.