BDO USA, LLP
Senior Manager, Accounting Methods
BDO USA, LLP, Charlotte, North Carolina, United States, 28245
Job Summary
The STS Accounting Methods group helps companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. STS Accounting Methods is part of BDO's Specialized Tax Services (STS) business, which is composed of various tax consulting practices designed to help companies comply with specific areas of federal, state, and international tax law.
Job Duties 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 communicates related risks to partners
Completes 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' tax accounting methods positions and identifies and communicates with partners about effective approaches to optimize these positions
Identifies and assists in maximizing all potential tax accounting methods benefits
Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting STS Accounting Methods on exam and at appeals
Tax Controversy
Represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding tax accounting methods issues and questions
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding tax accounting methods
Identifies client opportunities and issues having to do with tax specializations other than accounting methods
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
Marketing and Business Development
Exhibits thought leadership in a specialized area within Tax Accounting Methods
Recognized as industry group go‑to person in Tax Accounting Methods
Work with Specialized Tax Services and Tax Accounting Methods Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan
Builds effective go‑to‑market strategies
Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients
Prepares proposals, statement of work and engagement letters
Researches a variety of tax topics related to transfer pricing
Works on teams that summarize and report on recent transfer pricing developments
Drafts tax alerts that are used to communicate recent developments to an external audience
Creates slides for use in presentations to internal and external audiences
Prepares training materials and presents on topics of interest to internal audiences
Works on special projects to develop the practice, create efficiencies or improve process
Other Duties as Required Supervisory Responsibilities
Supervises and reviews the day‑to‑day work of STS Accounting Methods Senior Associates and Associates on assigned engagements
Ensures STS Accounting Methods Senior Associates, Associates, and Interns are well trained in all required areas
Evaluates the performance of STS Accounting Methods 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 Accounting Methods Senior Associates, Associates, and Interns
Acts as Career Advisor to STS Accounting Methods Senior Associates and Associates
Qualifications, Knowledge, Skills, and Abilities Education
Bachelor's degree, required; degree in Accounting, Tax, or Finance, preferred
Master's degree, preferred
Juris Doctorate (J.D.), preferred
Experience
Seven (7) or more years of prior Federal tax client service experience, required
Prior experience supervising tax consulting professionals, required
Prior experience with accounting methods, preferred
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations, and partnerships, 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
Software
Proficient in the use of Microsoft Office, especially Excel and Word, preferred
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs, preferred
Other Knowledge, Skills, & Abilities
Knowledge, skills, and abilities in the tax accounting methods 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 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
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
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Job Duties 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 communicates related risks to partners
Completes 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' tax accounting methods positions and identifies and communicates with partners about effective approaches to optimize these positions
Identifies and assists in maximizing all potential tax accounting methods benefits
Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting STS Accounting Methods on exam and at appeals
Tax Controversy
Represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding tax accounting methods issues and questions
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding tax accounting methods
Identifies client opportunities and issues having to do with tax specializations other than accounting methods
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
Marketing and Business Development
Exhibits thought leadership in a specialized area within Tax Accounting Methods
Recognized as industry group go‑to person in Tax Accounting Methods
Work with Specialized Tax Services and Tax Accounting Methods Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan
Builds effective go‑to‑market strategies
Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients
Prepares proposals, statement of work and engagement letters
Researches a variety of tax topics related to transfer pricing
Works on teams that summarize and report on recent transfer pricing developments
Drafts tax alerts that are used to communicate recent developments to an external audience
Creates slides for use in presentations to internal and external audiences
Prepares training materials and presents on topics of interest to internal audiences
Works on special projects to develop the practice, create efficiencies or improve process
Other Duties as Required Supervisory Responsibilities
Supervises and reviews the day‑to‑day work of STS Accounting Methods Senior Associates and Associates on assigned engagements
Ensures STS Accounting Methods Senior Associates, Associates, and Interns are well trained in all required areas
Evaluates the performance of STS Accounting Methods 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 Accounting Methods Senior Associates, Associates, and Interns
Acts as Career Advisor to STS Accounting Methods Senior Associates and Associates
Qualifications, Knowledge, Skills, and Abilities Education
Bachelor's degree, required; degree in Accounting, Tax, or Finance, preferred
Master's degree, preferred
Juris Doctorate (J.D.), preferred
Experience
Seven (7) or more years of prior Federal tax client service experience, required
Prior experience supervising tax consulting professionals, required
Prior experience with accounting methods, preferred
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations, and partnerships, 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
Software
Proficient in the use of Microsoft Office, especially Excel and Word, preferred
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs, preferred
Other Knowledge, Skills, & Abilities
Knowledge, skills, and abilities in the tax accounting methods 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 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
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
#J-18808-Ljbffr