Tax Manager, Core Tax Services

BDO USA•Ridgeland, MS

About The Position

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 is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

Requirements

Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Masters in Accountancy or Taxation, preferred
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 specialty, preferred
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as 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

Nice To Haves

Possession of other professional degrees or certifications applicable to role, preferred
Industry expertise in one or more tax specialty, preferred
Masters in Accountancy or Taxation, preferred
Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred

Responsibilities

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 the procedures to be performed to include: Budgeting and staffing Monitoring engagement process and actual time incurred vs. budget with assistance of Senior Timely billing including management of identified out-of-scope activity and communication to client Timely collection of A/R Manages client relationships/expectations in accordance with the project Provides advice to clients in a timely manner
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them
Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
Utilizes and manages STS, as needed
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
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, corporate, pass-through, 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 effective internal CPE training sessions in area of specialization, involving Firm specialists
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
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use 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