BDO USA
Manager, Business Incentives Group (San Francisco) at BDO USA San Francisco, CA
BDO USA, San Francisco, California, United States, 94199
Overview
Manager, Business Incentives Group (San Francisco) job at BDO USA. San Francisco, CA. Join to apply for the
Manager, Business Incentives Group
role at
BDO USA 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. JOB DESCRIPTION A Tax Manager, Business Incentives Group (BIG) in BDOs Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialtys area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives. Job Summary JOB DESCRIPTION
A Tax Manager, Business Incentives Group (BIG) in BDOs Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialtys area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives. Responsibilities
Research
Identifies all situations where research is necessary and conducts appropriate investigation on identified topics Confirms accuracy of facts and sources where appropriate Prepares studies of tax implications and outlines alternative courses of action to clients Composes effective research memos in support of projects / transactions Develops effective presentations for marketing and sales opportunities
Tax Compliance
Ensures clients comply with applicable authorities Identifies options for minimizing client tax and reporting burdens Identifies gray areas and recognizes and communicates to partners related risks Completes accurately appropriate workpapers and tax returns forms Ensures firm risk management and tax quality control standards and protocols are met Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
Tax Consulting
Develops, recommends, and implements solutions to provide clients maximum tax benefits Stays informed of new legal and factual developments affecting clients BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions Identifies and assists in maximizing all potential BIG tax benefits Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy
Effectively represents clients before tax authorities Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits Identifies client opportunities and issues having to do with tax specializations other than BIG
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards Recognizes, measures, and documents effectively financial benefit of BIG positions
Strategy Development
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel Suggests marketing approaches for new client acquisition
Other duties as required Supervisory Responsibilities
Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas Effectively evaluates the performance of STS BIG Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development Delivers periodic performance feedback and completes constructive performance evaluations for STS BIG Senior Associates, Associates, and Interns Acts as Career Advisor to STS BIG Senior Associates and Associates Education, Qualifications, Knowledge, Skills and Abilities
Bachelors degree, required Degree in accounting, tax, or finance, preferred Masters degree, preferred Juris Doctorate (J.D.), preferred Experience
Five (5) or more years of prior experience, required Prior experience supervising tax consulting professionals, required Experience in accounting, tax, or finance, preferred Prior experience in BIG tax consulting, preferred Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications
CPA certification, preferred Enrolled Agent, preferred Software
Proficient in the use of Microsoft Office, especially Excel and Word Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs Other Knowledge, Skills & Abilities
Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above Excellent oral and written communication skills Superior analytical and research skills Solid organizational skills, especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently and within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effectively managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel Executive presence and ability to act as primary contact on assigned engagements About Us
Join us at BDO, where you will find more than a career, youll 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. 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 firms 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 clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more! Benefits may be subject to eligibility requirements.
#J-18808-Ljbffr
Manager, Business Incentives Group (San Francisco) job at BDO USA. San Francisco, CA. Join to apply for the
Manager, Business Incentives Group
role at
BDO USA 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. JOB DESCRIPTION A Tax Manager, Business Incentives Group (BIG) in BDOs Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialtys area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives. Job Summary JOB DESCRIPTION
A Tax Manager, Business Incentives Group (BIG) in BDOs Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialtys area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives. Responsibilities
Research
Identifies all situations where research is necessary and conducts appropriate investigation on identified topics Confirms accuracy of facts and sources where appropriate Prepares studies of tax implications and outlines alternative courses of action to clients Composes effective research memos in support of projects / transactions Develops effective presentations for marketing and sales opportunities
Tax Compliance
Ensures clients comply with applicable authorities Identifies options for minimizing client tax and reporting burdens Identifies gray areas and recognizes and communicates to partners related risks Completes accurately appropriate workpapers and tax returns forms Ensures firm risk management and tax quality control standards and protocols are met Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
Tax Consulting
Develops, recommends, and implements solutions to provide clients maximum tax benefits Stays informed of new legal and factual developments affecting clients BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions Identifies and assists in maximizing all potential BIG tax benefits Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy
Effectively represents clients before tax authorities Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits Identifies client opportunities and issues having to do with tax specializations other than BIG
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards Recognizes, measures, and documents effectively financial benefit of BIG positions
Strategy Development
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel Suggests marketing approaches for new client acquisition
Other duties as required Supervisory Responsibilities
Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas Effectively evaluates the performance of STS BIG Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development Delivers periodic performance feedback and completes constructive performance evaluations for STS BIG Senior Associates, Associates, and Interns Acts as Career Advisor to STS BIG Senior Associates and Associates Education, Qualifications, Knowledge, Skills and Abilities
Bachelors degree, required Degree in accounting, tax, or finance, preferred Masters degree, preferred Juris Doctorate (J.D.), preferred Experience
Five (5) or more years of prior experience, required Prior experience supervising tax consulting professionals, required Experience in accounting, tax, or finance, preferred Prior experience in BIG tax consulting, preferred Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications
CPA certification, preferred Enrolled Agent, preferred Software
Proficient in the use of Microsoft Office, especially Excel and Word Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs Other Knowledge, Skills & Abilities
Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above Excellent oral and written communication skills Superior analytical and research skills Solid organizational skills, especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently and within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effectively managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel Executive presence and ability to act as primary contact on assigned engagements About Us
Join us at BDO, where you will find more than a career, youll 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. 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 firms 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 clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more! Benefits may be subject to eligibility requirements.
#J-18808-Ljbffr