BDO USA
Tax Manager, Business Incentives Group (FDII)
BDO USA, San Francisco, California, United States, 94199
Tax Manager, Business Incentives Group (FDII)
Job Summary
A Tax Manager in BDO’s Specialized Tax Services (STS) Business Incentives Group (BIG) is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. The role includes driving 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 and communicates “gray areas” and related risks to partners.
Completes accurate workpapers and tax return forms.
Maintains firm risk management and tax quality control standards.
Communicates with clients and core service personnel on any issues.
Tax Consulting Develops, recommends, and implements solutions for maximum client tax benefits.
Stays informed of new legal developments affecting clients’ BIG tax positions and communicates effective approaches to partners.
Identifies and assists in maximizing all potential BIG tax benefits.
Identifies process improvements for documenting and supporting BIG benefits on exam and at appeals.
Tax Controversy Effectively represents clients before tax authorities.
Responds to inquiries from federal and state tax authorities regarding BIG tax issues.
Tax Specialization Develops an in‑depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits.
Identifies client opportunities and issues beyond BIG.
ASC 740‑10 Understands and applies industry and firm FAS 109 and FIN-48 standards.
Measurably documents the financial benefit of BIG positions.
Strategy Development Develops new or improved ideas and strategies to advance clients, the firm, and 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, Associates, and Interns on assigned engagements.
Ensures proper training of all associated personnel.
Evaluates performance and assists in goal setting for professional development.
Delivers periodic performance feedback and conducts constructive evaluations.
Acts as a career advisor to senior associates and associates.
Education
Bachelor’s degree (required).
Degree in accounting, tax, or finance (preferred).
Master’s 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 with Microsoft Office, especially Excel and Word.
Experience with tax‑related software and research databases such as Caseware, GoSystems, and comparable programs.
Other Knowledge, Skills & Abilities
Knowledge in the BIG tax area commensurate with required experience.
Excellent oral and written communication skills.
Superior analytical and research skills.
Solid organizational skills with a focus on detail and deadlines.
Multitasking ability in independent and group environments.
Proven ability to work in a deadline‑driven environment and handle multiple projects.
Capability to manage a team of tax professionals and delegate work assignments.
Capacity to build and maintain strong relationships with firm and client personnel.
Ability to cultivate a positive team environment and contribute to professional development.
Executive presence and ability to act as a primary contact on engagements.
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.
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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 and communicates “gray areas” and related risks to partners.
Completes accurate workpapers and tax return forms.
Maintains firm risk management and tax quality control standards.
Communicates with clients and core service personnel on any issues.
Tax Consulting Develops, recommends, and implements solutions for maximum client tax benefits.
Stays informed of new legal developments affecting clients’ BIG tax positions and communicates effective approaches to partners.
Identifies and assists in maximizing all potential BIG tax benefits.
Identifies process improvements for documenting and supporting BIG benefits on exam and at appeals.
Tax Controversy Effectively represents clients before tax authorities.
Responds to inquiries from federal and state tax authorities regarding BIG tax issues.
Tax Specialization Develops an in‑depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits.
Identifies client opportunities and issues beyond BIG.
ASC 740‑10 Understands and applies industry and firm FAS 109 and FIN-48 standards.
Measurably documents the financial benefit of BIG positions.
Strategy Development Develops new or improved ideas and strategies to advance clients, the firm, and 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, Associates, and Interns on assigned engagements.
Ensures proper training of all associated personnel.
Evaluates performance and assists in goal setting for professional development.
Delivers periodic performance feedback and conducts constructive evaluations.
Acts as a career advisor to senior associates and associates.
Education
Bachelor’s degree (required).
Degree in accounting, tax, or finance (preferred).
Master’s 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 with Microsoft Office, especially Excel and Word.
Experience with tax‑related software and research databases such as Caseware, GoSystems, and comparable programs.
Other Knowledge, Skills & Abilities
Knowledge in the BIG tax area commensurate with required experience.
Excellent oral and written communication skills.
Superior analytical and research skills.
Solid organizational skills with a focus on detail and deadlines.
Multitasking ability in independent and group environments.
Proven ability to work in a deadline‑driven environment and handle multiple projects.
Capability to manage a team of tax professionals and delegate work assignments.
Capacity to build and maintain strong relationships with firm and client personnel.
Ability to cultivate a positive team environment and contribute to professional development.
Executive presence and ability to act as a primary contact on engagements.
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