BDO USA
Tax Manager, Core Tax Services
The Tax 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 manager applies knowledge to understand potential tax issues, recognizes and communicates potential risks and changes in tax policy. The manager will also be involved in marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties
Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all 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.
Plans and reviews the tax process and procedures to include budgeting and staffing, monitoring engagement process and time versus budget, timely billing and collection of A/R.
Manages client relationships/expectations.
Provides advice to clients in a timely manner.
Research
Identifies when research is needed; frames issues to be researched and reports analysis.
Applies most Firm and professional standards for preparation of WTA and tax returns.
Involves firm specialists as appropriate.
ASC 740 (FAS 109 And FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Explains and discusses components of the income tax provision and uncertain tax positions to the client.
Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
Utilizes and manages STS as needed.
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
Considers the applicability of CTS and STS consulting specialties for each client.
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client.
Serves as a technical resource.
Ensures client service teams comply with Firm policy regarding Written Tax Advice (“WTA”).
Provides effective assistance with exam support.
Frames projects and issues for effective delegation to seniors and associates.
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
May be required to organize and conduct internal CPE training sessions in area of specialization, involving Firm specialists.
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Reviews studies of tax implications and offers clients alternative courses of action.
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
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 all current software tools.
Acts as a career advisor to associates and senior associates.
Schedules and manages workload of associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Other duties as required.
Education
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
Master's in Accountancy or Taxation, preferred.
Experience
Five (5) 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 specialties, preferred.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS 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 Microsoft Office Suite, preferred.
Experience with tax research databases and tax compliance process software, preferred.
Language
N/A
Additional Skills and Abilities
Superior verbal and written communication skills.
Ability to effectively delegate work as needed.
Strong analytical, research and critical thinking skills and 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.
Salary Ranges California: $112,000 - $150,000
Colorado: $104,500 - $115,500
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC/Long Island/Westchester: $125,000 - $160,000
Ohio: $105,000 - $150,000
Washington: $107,400 - $126,900
Washington DC: $120,000 - $140,000
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 Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all 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.
Plans and reviews the tax process and procedures to include budgeting and staffing, monitoring engagement process and time versus budget, timely billing and collection of A/R.
Manages client relationships/expectations.
Provides advice to clients in a timely manner.
Research
Identifies when research is needed; frames issues to be researched and reports analysis.
Applies most Firm and professional standards for preparation of WTA and tax returns.
Involves firm specialists as appropriate.
ASC 740 (FAS 109 And FIN 48) Tax Accruals
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Explains and discusses components of the income tax provision and uncertain tax positions to the client.
Communicates with Assurance counterparts to plan tax accrual reviews, including budget, scope, and delivery dates.
Utilizes and manages STS as needed.
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
Considers the applicability of CTS and STS consulting specialties for each client.
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client.
Serves as a technical resource.
Ensures client service teams comply with Firm policy regarding Written Tax Advice (“WTA”).
Provides effective assistance with exam support.
Frames projects and issues for effective delegation to seniors and associates.
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
May be required to organize and conduct internal CPE training sessions in area of specialization, involving Firm specialists.
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Reviews studies of tax implications and offers clients alternative courses of action.
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
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 all current software tools.
Acts as a career advisor to associates and senior associates.
Schedules and manages workload of associates and senior associates.
Provides verbal and written performance feedback to associates and senior associates.
Other duties as required.
Education
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
Master's in Accountancy or Taxation, preferred.
Experience
Five (5) 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 specialties, preferred.
License/Certifications
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS 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 Microsoft Office Suite, preferred.
Experience with tax research databases and tax compliance process software, preferred.
Language
N/A
Additional Skills and Abilities
Superior verbal and written communication skills.
Ability to effectively delegate work as needed.
Strong analytical, research and critical thinking skills and 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.
Salary Ranges California: $112,000 - $150,000
Colorado: $104,500 - $115,500
Illinois: $105,000 - $130,000
Maryland: $113,000 - $120,000
Massachusetts: $120,000 - $127,000
Minnesota: $90,000 - $120,000
New Jersey: $115,000 - $140,000
NYC/Long Island/Westchester: $125,000 - $160,000
Ohio: $105,000 - $150,000
Washington: $107,400 - $126,900
Washington DC: $120,000 - $140,000
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