Tax Manager, Accounting Methods

BDO USA•San Diego, CA

About The Position

Job Summary: The Accounting Methods group helps companies optimize their federal tax accounting methods, including revenue and expense recognition, capitalization, depreciation, and amortization, and various other special methods of accounting. Accounting Methods is part of BDO’s tax business, which is composed of various tax consulting practices designed to help companies comply with specific areas of federal, state, and international tax law. As a Tax Manager, Accounting Methods, you will help achieve BDO’s core purpose—Helping People Thrive Every Day—by helping both public and private companies identify federal tax benefits and correct federal tax exposures. Our clients are leaders in industries such as technology, manufacturing, healthcare, architecture/engineering services, and consumer products. As an Accounting Methods Manager, you will have the opportunity and charge to innovate and collaborate with BDOers in all our business lines, as well as with our clients’ leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments. Accounting Methods Managers pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. 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 recognizes and communicates to partners related risks Completes appropriate workpapers and tax returns forms accurately 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 positions and identifies and communicates to partners effective approaches to optimize these positions Identifies and assists in maximizing all potential tax accounting methods benefits Identifies process improvements Tax Controversy Effectively represents clients before tax authorities Responds effectively to inquiries from federal and state tax authorities regarding tax 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 Other duties as required Supervisory Responsibilities: Effectively supervises and reviews the day-to-day work of the Accounting Methods Senior Associates and Associates on assigned engagements Ensures the Accounting Methods Senior Associates, Associates, and Interns are well trained in all required areas Effectively evaluates the performance of the 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 the Accounting Methods Senior Associates, Associates, and Interns Acts as Career Advisor to the Accounting Methods Senior Associates and Associates

Requirements

Bachelor’s degree, required, with focus in accounting, tax, or finance, preferred
Five (5) or more years of prior federal tax client service experience, required
Prior experience supervising tax consulting professionals, required
Currently holds Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree (or the equivalent of one of these designations), required
Proficient in the use of Microsoft Office, especially Excel and Word, preferred
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 successfully multi-task while working independently and within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effectively managing 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

Nice To Haves

Master’s degree, preferred
Prior experience with accounting methods, preferred
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs, preferred

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
Ensures clients comply with applicable authorities
Identifies options for minimizing client tax and reporting burdens
Identifies “gray areas” and recognizes and communicates to partners related risks
Completes appropriate workpapers and tax returns forms accurately
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
Develops, recommends, and implements solutions to provide clients maximum tax benefits
Stays informed of new legal and factual developments affecting clients’ tax positions and identifies and communicates to partners effective approaches to optimize these positions
Identifies and assists in maximizing all potential tax accounting methods benefits
Identifies process improvements
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding tax issues and questions
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
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
Effectively supervises and reviews the day-to-day work of the Accounting Methods Senior Associates and Associates on assigned engagements
Ensures the Accounting Methods Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of the 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 the Accounting Methods Senior Associates, Associates, and Interns
Acts as Career Advisor to the Accounting Methods Senior Associates and Associates