BDO USA
Tax Senior Manager, Business Incentives Group (FDII)
BDO USA, Houston, Texas, United States, 77246
Tax Senior Manager, Business Incentives Group (FDII)
A Tax Senior Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the STS BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the STS BIG Senior Manager develops and drives process improvement and team‑building initiatives, maintains client relationships, and acts as a source of guidance to team members.
Job Duties
Tax Specialization
Maintains and 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
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 process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Identifies non‑BIG tax and business opportunities for clients and prospects
Tax Controversy
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG positions
Identifies complex situations where research is necessary, provides an outline of the issue(s) and conducts appropriate investigation on identified topics
Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings
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
Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues
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
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 Managers, Senior Associates, Associates, and Interns
Ensures STS BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of STS BIG Managers, Senior Associates, Associates, and Interns 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 Managers, Senior Associates, Associates, and Interns
Acts as Career Advisor to STS BIG Managers, Senior Associates, Associates, and Interns
Education
Bachelor’s degree, required
Degree in accounting, tax, or finance, preferred
Experience
Seven (7) or more years of prior experience, required
Six (6) or more years’ experience in BIG tax consulting, required
Prior experience supervising tax consulting professionals, required
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations, and partnerships, preferred
License / Certifications
CPA, 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 verbal 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
Ability to effectively manage a team of tax professionals and delegating work assignments as needed
Ability 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
Compensation 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.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
About Us Join us at BDO, where you will find more than a career, you’ll 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. 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 firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight‑driven Perspectives, Helping Companies Turn 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.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr
Job Duties
Tax Specialization
Maintains and 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
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 process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Identifies non‑BIG tax and business opportunities for clients and prospects
Tax Controversy
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG positions
Identifies complex situations where research is necessary, provides an outline of the issue(s) and conducts appropriate investigation on identified topics
Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings
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
Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues
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
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 Managers, Senior Associates, Associates, and Interns
Ensures STS BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of STS BIG Managers, Senior Associates, Associates, and Interns 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 Managers, Senior Associates, Associates, and Interns
Acts as Career Advisor to STS BIG Managers, Senior Associates, Associates, and Interns
Education
Bachelor’s degree, required
Degree in accounting, tax, or finance, preferred
Experience
Seven (7) or more years of prior experience, required
Six (6) or more years’ experience in BIG tax consulting, required
Prior experience supervising tax consulting professionals, required
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations, and partnerships, preferred
License / Certifications
CPA, 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 verbal 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
Ability to effectively manage a team of tax professionals and delegating work assignments as needed
Ability 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
Compensation 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.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
About Us Join us at BDO, where you will find more than a career, you’ll 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. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. 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 firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight‑driven Perspectives, Helping Companies Turn 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.
Equal Opportunity Employer Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr