BDO USA, LLP
Tax Experienced Manager, Core Tax Services
BDO USA, LLP, San Diego, California, United States, 92189
Job Summary
The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, 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 Tax Experienced Manager, Core Tax Services Manager will apply knowledge to understand potential tax issues, recognize and communicate potential risks and changes in tax policy, and make top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The role is a critical member of the office/region leadership team and participates 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 client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate Manages client relationships/expectations in accordance with the project Provides advice to the clients in a timely manner Plan and review the tax process and the procedures to be performed to include: budgeting and staffing; monitoring engagement process and actual time incurred vs. budget with assistance of Senior; timely billing including management of identified out-of-scope activity and communication to client; timely collection of A/R
Research
Identifies when research is needed; clearly frames issues to be researched and reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Applies Firm policies and the BDO Tax Quality Manual (TQM) regarding ASC 740-10 Helps others learn and apply ASC 740-10 and Firm policies Reviews tax provisions and applies in-depth knowledge of ASC 740-10 if applicable May review prepared workpapers Explains and discusses with the client components of the income tax provision and uncertain tax positions
Tax Consulting
Assists with developing and implementing methods to maximize client benefits, especially by decreasing taxes Applies tax knowledge with business/industry understanding to recommend solutions Maximizes client benefits while managing risk Confers with STS specialists to determine applicability of STS consulting specialties to each client Monitors implementation of work plans to ensure efficient execution Manages inquiries from federal and state agencies with little or no assistance May provide assistance with protests at the appeals level Implements applicable Firm strategies and 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, international, transfer pricing, credits and incentives, R&D, etc.) May organize or participate in external CPE training sessions annually May train and mentor managers/seniors/associates on specialization areas
Strategy Development
Develops new or improved ideas to improve client or Firm position (e.g., reducing taxes or expenses) Researches and implements tax strategies, including testing new strategies Suggests improvements to previous work products; may present complex strategies to 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 current software tools May act as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities
Education : Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience : Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, preferred 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 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: $136,000 - $165,000 Colorado Range: $115,000 - $165,000 Illinois Range: $120,000 - $139,000 Maryland Range: $121,000 - $145,000 Massachusetts Range: $130,000 - $147,750 Minnesota Range: $100,000 - $130,000 New Jersey Range: $130,000 - $165,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington Range: $131,400 - $160,000 Washington DC Range: $140,000 - $162,000
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The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, 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 Tax Experienced Manager, Core Tax Services Manager will apply knowledge to understand potential tax issues, recognize and communicate potential risks and changes in tax policy, and make top-level decisions regarding filing, preparation and resolution of questions from federal/state agencies. The role is a critical member of the office/region leadership team and participates 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 client; involves specialists where appropriate Communicates with client and Assurance any issues identified in tax accrual reviews May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate Manages client relationships/expectations in accordance with the project Provides advice to the clients in a timely manner Plan and review the tax process and the procedures to be performed to include: budgeting and staffing; monitoring engagement process and actual time incurred vs. budget with assistance of Senior; timely billing including management of identified out-of-scope activity and communication to client; timely collection of A/R
Research
Identifies when research is needed; clearly frames issues to be researched and reports the analysis Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process Trains managers/staff on research skills and helps to appropriately frame tax issues for analysis Involves firm specialists, as appropriate
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals
Applies Firm policies and the BDO Tax Quality Manual (TQM) regarding ASC 740-10 Helps others learn and apply ASC 740-10 and Firm policies Reviews tax provisions and applies in-depth knowledge of ASC 740-10 if applicable May review prepared workpapers Explains and discusses with the client components of the income tax provision and uncertain tax positions
Tax Consulting
Assists with developing and implementing methods to maximize client benefits, especially by decreasing taxes Applies tax knowledge with business/industry understanding to recommend solutions Maximizes client benefits while managing risk Confers with STS specialists to determine applicability of STS consulting specialties to each client Monitors implementation of work plans to ensure efficient execution Manages inquiries from federal and state agencies with little or no assistance May provide assistance with protests at the appeals level Implements applicable Firm strategies and 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, international, transfer pricing, credits and incentives, R&D, etc.) May organize or participate in external CPE training sessions annually May train and mentor managers/seniors/associates on specialization areas
Strategy Development
Develops new or improved ideas to improve client or Firm position (e.g., reducing taxes or expenses) Researches and implements tax strategies, including testing new strategies Suggests improvements to previous work products; may present complex strategies to 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 current software tools May act as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities
Education : Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience : Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required Prior supervisory experience, required Industry expertise in one or more tax specialty, preferred 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 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: $136,000 - $165,000 Colorado Range: $115,000 - $165,000 Illinois Range: $120,000 - $139,000 Maryland Range: $121,000 - $145,000 Massachusetts Range: $130,000 - $147,750 Minnesota Range: $100,000 - $130,000 New Jersey Range: $130,000 - $165,000 NYC/Long Island/Westchester Range: $170,000 - $185,000 Washington Range: $131,400 - $160,000 Washington DC Range: $140,000 - $162,000
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