BDO USA, LLP
Tax Senior Manager, Core Tax Services
BDO USA, LLP, Stamford, Connecticut, United States, 06925
Job Summary
Do you have the skills to fill this role Read the complete details below, and make your application today. Core Tax Services Senior Manager
is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Core Tax Services Senior Manager applies knowledge to understand potential tax issues, communicates potential risks and policy changes, and makes top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The Senior Manager will be a critical member of the office/region leadership team and actively participate in marketing, networking and business development within an area of expertise, while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while minimizing their tax and reporting burdens, and (b) self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual (TQM).
Conducts top-level review of T/R and resolves all tax issues with the client; involves specialists where appropriate.
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
Research
Identifies when research is needed; clearly frames issues to be researched and reports the analysis.
Identifies complex issues to be researched by the engagement team and provides research methodology for efficient research process.
Trains managers/senior staff on research skills and helps to appropriately frame tax issues for analysis.
Involves firm specialists, as appropriate.
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Applies ASC 740 and Firm policies, standards, and BDO TQM accordingly.
Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM.
Reviews tax provisions with in-depth knowledge of ASC 740 as applicable to practice work 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 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 business/industry knowledge to recommend solutions.
Maximizes client benefits, especially by decreasing client taxes, while managing risk.
Confer 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) for tax consulting projects to ensure they are efficiently and effectively conducted.
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 technical and practical issues in one or more areas of taxation, e.g., 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.
May organize and conduct external CPE training sessions at least once per year; may train and mentor 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 testing new strategies and ideas.
Consistently suggests improvements to previous work products or approaches.
May lead marketing campaigns, if applicable to role.
Presents complex strategies to clients and prospective clients.
Other duties as required
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 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.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
Master’s in Accountancy or Taxation preferred.
Experience
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 the 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.
Ability to compose 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.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $165,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $152,000 - $188,000
Massachusetts Range: $155,000 - $200,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $150,000 - $200,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $158,400 - $215,400
Washington DC Range: $156,000 - $200,000
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Do you have the skills to fill this role Read the complete details below, and make your application today. Core Tax Services Senior Manager
is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the Core Tax Services Senior Manager applies knowledge to understand potential tax issues, communicates potential risks and policy changes, and makes top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The Senior Manager will be a critical member of the office/region leadership team and actively participate in marketing, networking and business development within an area of expertise, while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while minimizing their tax and reporting burdens, and (b) self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual (TQM).
Conducts top-level review of T/R and resolves all tax issues with the client; involves specialists where appropriate.
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
Research
Identifies when research is needed; clearly frames issues to be researched and reports the analysis.
Identifies complex issues to be researched by the engagement team and provides research methodology for efficient research process.
Trains managers/senior staff on research skills and helps to appropriately frame tax issues for analysis.
Involves firm specialists, as appropriate.
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Applies ASC 740 and Firm policies, standards, and BDO TQM accordingly.
Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM.
Reviews tax provisions with in-depth knowledge of ASC 740 as applicable to practice work 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 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 business/industry knowledge to recommend solutions.
Maximizes client benefits, especially by decreasing client taxes, while managing risk.
Confer 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) for tax consulting projects to ensure they are efficiently and effectively conducted.
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 technical and practical issues in one or more areas of taxation, e.g., 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.
May organize and conduct external CPE training sessions at least once per year; may train and mentor 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 testing new strategies and ideas.
Consistently suggests improvements to previous work products or approaches.
May lead marketing campaigns, if applicable to role.
Presents complex strategies to clients and prospective clients.
Other duties as required
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 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.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
Master’s in Accountancy or Taxation preferred.
Experience
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 the 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.
Ability to compose 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.
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $165,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $152,000 - $188,000
Massachusetts Range: $155,000 - $200,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $150,000 - $200,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $158,400 - $215,400
Washington DC Range: $156,000 - $200,000
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