Tax Senior Manager, Core Tax Services - Corporate/ASC 740 Focus

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 requires applying knowledge to recognize potential risks and changes in tax policy, making decisions on filings and preparing for interactions with federal/state agencies. Additionally, the role involves participating in marketing and business development, maintaining client relationships, and managing client expectations.

Responsibilities

• Tax Compliance
• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Conducts top-level review of T/R and resolves all tax issues with clients; involves specialists where appropriate.
• 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 clearly and concisely reports the analysis.
• Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis.
• Research
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
• Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them.
• Reviews tax provisions – applies in-depth knowledge of ASC 740 if applicable to practice work.
• 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
• Affords assistance in developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing client taxes.
• Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions.
• Manages written or phone inquiries from federal and state agencies with little or no assistance.
• 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.
• 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.
• Makes suggestions as to how previous work products or approaches can be improved.
• Presents complex strategies to clients and prospective clients.
• Other duties as required
• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provide review comments.
• Trains Associates and Seniors how to use 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.

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. License/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. 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. Language: N/A Other Knowledge, Skills & Abilities: Superior verbal and written communication skills, ability to effectively delegate work as needed, strong analytical, research and critical thinking skills as well as 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, executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master’s in Accountancy or Taxation preferred.

Pay

No pay details provided in the job description.

Schedule

No schedule details provided in the job description.

Benefits

No benefits details provided in the job description.