BDO USA
Tax Manager, Credits & Incentives – BDO USA
BDO USA is seeking a Tax Manager to advise clients on credit and incentive opportunities, recommend alternative courses of action, and help navigate state and local tax statutes. The role includes marketing, networking, and business development, and requires close collaboration with Core Tax Partners, Directors, and Senior Managers.
Job Responsibilities
Identify complex credit and incentive situations, outline issues, and determine appropriate research sources.
Analyze researched facts and produce detailed reports or opportunity matrices.
Develop relationships with state Department of Tax/Revenue and Economic Development personnel.
Conduct detailed reviews of income tax returns to find significant statutory credit opportunities.
Evaluate clients’ compliance processes and provide customized, automated solutions for annual credit reporting.
Draft memoranda and other documentation on various credit and incentive issues.
Review client operations to identify potential credits in different jurisdictions.
Apply all applicable state tax consulting sub‑specialties and collaborate with other STS professionals as needed.
Ensure engagement letters are adopted before work begins and manage engagements.
Assist in developing consultative credit and incentive strategies.
Manage client expectations throughout engagements.
Draft responses to notices from state taxing authorities and represent clients before tax authorities on incentive issues.
Support clients during tax examinations.
Utilize credit and incentive research databases and related software.
Provide technical client service to multi‑state clients on credit matters.
Negotiate credit and incentive matters and draft technical memoranda.
Review studies to identify alternative actions and suggest marketing approaches for new client acquisition.
Supervise the day‑to‑day workload of Senior Associates and Associates on engagements, review work product, and provide training on tax software.
Evaluate staff performance, develop goals, deliver feedback, and complete performance evaluations.
Serve as a career advisor for associates and interns as appropriate.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting or a related field (required).
Master’s degree in Accounting, Taxation, or Juris Doctorate (preferred).
Five (5) or more years of state and local/multistate tax experience (required); experience in credits and incentives strongly preferred.
Experience supervising tax professionals on projects or engagements (required).
Experience preparing and/or reviewing tax provisions (preferred).
CPA or other relevant certification (required).
Proficient in Microsoft Office Suite, especially Excel and Word (preferred).
Exposure to standard tax applications and research tools (preferred).
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills with the ability to meet deadlines and manage multiple tasks.
Capability to manage and delegate to a team of tax professionals.
Ability to build and maintain client relationships and foster a team environment.
Executive presence and ability to act as primary engagement contact.
Advanced knowledge of tax standards and credit/incentive filing processes.
Advanced understanding of cause/effect for taxable conditions and opportunities.
Compensation
National Range: $79,800 – $168,000
Maryland Range: $79,800 – $168,000
NYC/Long Island/Westchester Range: $79,800 – $168,000
Washington DC Range: $79,800 – $168,000
About BDO USA BDO is a global organization dedicated to delivering exceptional outcomes for clients, people, and communities. We offer flexibility, advancement opportunities, and a culture that values individuality and meaningful connections. BDO is proud to be an ESOP company, providing employees with ownership and shared success.
Benefits
Welcoming diverse perspectives and understanding the experience of our professionals and clients.
Empowering team members to explore full potential.
Providing a comprehensive Total Rewards package that extends beyond traditional benefits.
Investing in employee growth, well‑being, and financial prosperity.
Equal Opportunity Employer BDO USA, P.A. is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability, or protected veteran status. We also support accommodation for disability and veteran candidates.
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Job Responsibilities
Identify complex credit and incentive situations, outline issues, and determine appropriate research sources.
Analyze researched facts and produce detailed reports or opportunity matrices.
Develop relationships with state Department of Tax/Revenue and Economic Development personnel.
Conduct detailed reviews of income tax returns to find significant statutory credit opportunities.
Evaluate clients’ compliance processes and provide customized, automated solutions for annual credit reporting.
Draft memoranda and other documentation on various credit and incentive issues.
Review client operations to identify potential credits in different jurisdictions.
Apply all applicable state tax consulting sub‑specialties and collaborate with other STS professionals as needed.
Ensure engagement letters are adopted before work begins and manage engagements.
Assist in developing consultative credit and incentive strategies.
Manage client expectations throughout engagements.
Draft responses to notices from state taxing authorities and represent clients before tax authorities on incentive issues.
Support clients during tax examinations.
Utilize credit and incentive research databases and related software.
Provide technical client service to multi‑state clients on credit matters.
Negotiate credit and incentive matters and draft technical memoranda.
Review studies to identify alternative actions and suggest marketing approaches for new client acquisition.
Supervise the day‑to‑day workload of Senior Associates and Associates on engagements, review work product, and provide training on tax software.
Evaluate staff performance, develop goals, deliver feedback, and complete performance evaluations.
Serve as a career advisor for associates and interns as appropriate.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting or a related field (required).
Master’s degree in Accounting, Taxation, or Juris Doctorate (preferred).
Five (5) or more years of state and local/multistate tax experience (required); experience in credits and incentives strongly preferred.
Experience supervising tax professionals on projects or engagements (required).
Experience preparing and/or reviewing tax provisions (preferred).
CPA or other relevant certification (required).
Proficient in Microsoft Office Suite, especially Excel and Word (preferred).
Exposure to standard tax applications and research tools (preferred).
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills with the ability to meet deadlines and manage multiple tasks.
Capability to manage and delegate to a team of tax professionals.
Ability to build and maintain client relationships and foster a team environment.
Executive presence and ability to act as primary engagement contact.
Advanced knowledge of tax standards and credit/incentive filing processes.
Advanced understanding of cause/effect for taxable conditions and opportunities.
Compensation
National Range: $79,800 – $168,000
Maryland Range: $79,800 – $168,000
NYC/Long Island/Westchester Range: $79,800 – $168,000
Washington DC Range: $79,800 – $168,000
About BDO USA BDO is a global organization dedicated to delivering exceptional outcomes for clients, people, and communities. We offer flexibility, advancement opportunities, and a culture that values individuality and meaningful connections. BDO is proud to be an ESOP company, providing employees with ownership and shared success.
Benefits
Welcoming diverse perspectives and understanding the experience of our professionals and clients.
Empowering team members to explore full potential.
Providing a comprehensive Total Rewards package that extends beyond traditional benefits.
Investing in employee growth, well‑being, and financial prosperity.
Equal Opportunity Employer BDO USA, P.A. is an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, disability, or protected veteran status. We also support accommodation for disability and veteran candidates.
#J-18808-Ljbffr