BDO USA
Tax Senior Manager, Transfer Pricing
BDO USA, San Francisco, California, United States, 94199
The Tax Senior Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer pricing regulations. In this role, the Tax Senior Manager, Transfer Pricing will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance.
Job Duties:
Research
Completes financial analysis related to intercompany transactions to include an evaluation of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies
Identifies when research is appropriate and frames issues to be researched
Tax Compliance
Participates in determining the scope of transfer pricing projects, establishing project budgets and timelines and drafting and presentation of presentations to prospective clients
Administers the completion of the economic analysis and composes the final report
Ensures clients are compliant with transfer pricing requirements and proposes a year-end transfer pricing review, if applicable
Assists in determining appropriate transfer pricing methods under IRS regulations and analogous rules under the OECD Transfer Pricing Guidelines
Ensure tax engagement letters are adopted prior to engagement work commencing
Conducts detailed review of facts relating to transfer pricing and data and identifies basic, complex and advanced issues through the engagement
Manages engagement to achieve engagement metrics
Completes the project planning process and scheduling
Tax Controversy
Represents clients before any tax authority on contested issues, as appropriate, and with assistance and guidance from senior STS Transfer Pricing professionals
Transfer Pricing Consulting and Documentation Services
Develops, recommends, and implements appropriate transfer pricing methods (by type of transaction) to specific situations
Prepares planning/documentation reports
Applies transfer pricing regulations relevant to particular types of transactions when analyzing client business and financial data and identifies any issues
Analyzes the applicability and implications of new regulations and reports those findings to STS Senior Director and/or Tax Principal
Recognizes need to utilize other expert resources, internal and external, to assist with engagements, as needed
Identifies opportunities for additional consulting specialties and federal tax cross selling opportunities and presents possibilities to appropriate members of senior management
Analyzes client situation and tax goals and provides transfer pricing advice to maximize the benefits the client
Tax Provision and FIN 48
Employs general principles in tax accounting and relevance of transfer pricing in tax provisions
Applies transfer pricing in the context of tax provisions and FIN 48
Reviews tax provisions related to transfer pricing
Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing
Practice, Staff and Business Development
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
Tax Related Software
Uses tax research databases and other tax-related software in the completion of assigned tasks; knowledge of statistical packages is preferred
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS Transfer Pricing Managers, Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS Transfer Pricing Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS Transfer Pricing Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Senior Associates, Associates and Interns
Acts as Career Advisor to STS Transfer Pricing Managers, Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelor’s degree in Accounting, Finance, Economics, or other relevant field of study, required
Advanced degree, preferred
Experience :
Eight (8) or more years of prior experience required
Experience working within a transfer pricing practice, required
Prior experience supervising professionals on a project or engagement basis, required
Experience with review of tax provisions from a transfer pricing perspective, preferred
Prior experience applying knowledge of the interplay between transfer pricing and other areas of tax, preferred
License/Certifications :
N/A
Software :
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
Prior exposure to tax research databases and/or other tax-related software beneficial; knowledge of statistical analysis software, preferred
Language :
N/A
Other Knowledge, Skills & Abilities :
Excellent verbaland 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 or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Ability to research taxation topics and communicate or compose written analysis effectively
Ability to network and develop business within Transfer Pricing
Ability to successfully interact with professionals at all levels within and outside the Transfer Pricing practice
Excellent research skills and project management
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 take 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
*Benefits may be subject to eligibility requirements.
#J-18808-Ljbffr
Job Duties:
Research
Completes financial analysis related to intercompany transactions to include an evaluation of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies
Identifies when research is appropriate and frames issues to be researched
Tax Compliance
Participates in determining the scope of transfer pricing projects, establishing project budgets and timelines and drafting and presentation of presentations to prospective clients
Administers the completion of the economic analysis and composes the final report
Ensures clients are compliant with transfer pricing requirements and proposes a year-end transfer pricing review, if applicable
Assists in determining appropriate transfer pricing methods under IRS regulations and analogous rules under the OECD Transfer Pricing Guidelines
Ensure tax engagement letters are adopted prior to engagement work commencing
Conducts detailed review of facts relating to transfer pricing and data and identifies basic, complex and advanced issues through the engagement
Manages engagement to achieve engagement metrics
Completes the project planning process and scheduling
Tax Controversy
Represents clients before any tax authority on contested issues, as appropriate, and with assistance and guidance from senior STS Transfer Pricing professionals
Transfer Pricing Consulting and Documentation Services
Develops, recommends, and implements appropriate transfer pricing methods (by type of transaction) to specific situations
Prepares planning/documentation reports
Applies transfer pricing regulations relevant to particular types of transactions when analyzing client business and financial data and identifies any issues
Analyzes the applicability and implications of new regulations and reports those findings to STS Senior Director and/or Tax Principal
Recognizes need to utilize other expert resources, internal and external, to assist with engagements, as needed
Identifies opportunities for additional consulting specialties and federal tax cross selling opportunities and presents possibilities to appropriate members of senior management
Analyzes client situation and tax goals and provides transfer pricing advice to maximize the benefits the client
Tax Provision and FIN 48
Employs general principles in tax accounting and relevance of transfer pricing in tax provisions
Applies transfer pricing in the context of tax provisions and FIN 48
Reviews tax provisions related to transfer pricing
Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing
Practice, Staff and Business Development
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
Tax Related Software
Uses tax research databases and other tax-related software in the completion of assigned tasks; knowledge of statistical packages is preferred
Other duties as required
Supervisory Responsibilities:
Supervises the day-to-day workload of STS Transfer Pricing Managers, Senior Associates and Associates on assigned engagements and reviews work product
Ensures STS Transfer Pricing Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS Transfer Pricing Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Senior Associates, Associates and Interns
Acts as Career Advisor to STS Transfer Pricing Managers, Senior Associates and Associates, as appropriate
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelor’s degree in Accounting, Finance, Economics, or other relevant field of study, required
Advanced degree, preferred
Experience :
Eight (8) or more years of prior experience required
Experience working within a transfer pricing practice, required
Prior experience supervising professionals on a project or engagement basis, required
Experience with review of tax provisions from a transfer pricing perspective, preferred
Prior experience applying knowledge of the interplay between transfer pricing and other areas of tax, preferred
License/Certifications :
N/A
Software :
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
Prior exposure to tax research databases and/or other tax-related software beneficial; knowledge of statistical analysis software, preferred
Language :
N/A
Other Knowledge, Skills & Abilities :
Excellent verbaland 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 or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Ability to research taxation topics and communicate or compose written analysis effectively
Ability to network and develop business within Transfer Pricing
Ability to successfully interact with professionals at all levels within and outside the Transfer Pricing practice
Excellent research skills and project management
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 take 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
*Benefits may be subject to eligibility requirements.
#J-18808-Ljbffr