Tax Manager, Business Incentives Group (FDII)

BDO USA•Denver, CO

16d

About The Position

Job Summary: A Tax Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business 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. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

Requirements

Bachelor’s degree, required
Five (5) or more years of prior experience, required
Prior experience supervising tax consulting professionals, required
Proficient in the use of Microsoft Office, especially Excel and Word
Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above
Excellent oral 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
Capacity 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

Degree in accounting, tax, or finance, preferred
Masters degree, preferred
Juris Doctorate (J.D.), preferred
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
CPA certification, preferred
Enrolled Agent, preferred
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs

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 “gray areas” and recognizes and communicates to partners related risks
Completes accurately 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’ BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions
Identifies and assists in maximizing all potential BIG tax benefits
Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits
Identifies client opportunities and issues having to do with tax specializations other than BIG
ASC 740-10 Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG positions
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
Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements
Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of STS BIG 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 BIG Senior Associates, Associates, and Interns
Acts as Career Advisor to STS BIG Senior Associates and Associates