Tax Manager, Core Tax Services

BDO USA•Houston, TX

About The Position

The Tax Manager, Core Tax Services advises clients on the tax implications of their business objectives, evaluates alternative actions to reduce tax burden and compliance costs, identifies ways to comply with tax regulations, and serves as the primary client contact for complex tax issues. The Manager applies tax knowledge to identify potential issues and risks, communicates changes in tax policy, and participates in marketing, networking, and business development within areas of expertise. The role may also involve providing written tax advice to clients. The Manager oversees tax compliance and tax research, manages client relationships and engagement processes, and provides tax consulting and technical guidance. Responsibilities include reviewing tax returns and tax accruals, applying ASC 740 and relevant firm standards, coordinating with Assurance and other specialists, and developing expertise in one or more areas of taxation. The role also includes supervising, training, advising, and managing the workload and performance of associates and senior associates.

Requirements

Bachelor's degree required.
Five or more years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services required.
Prior supervisory experience required.
CPA certification, attorney admitted to practice in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent required.
Superior verbal and written communication skills.
Ability to delegate work effectively.
Strong analytical, research, critical-thinking, and decision-making skills.
Ability to work well in a team environment.
Ability to develop and manage a team of tax professionals.
Ability to compose written tax advice.
Ability to develop and maintain client relationships.
Executive presence and ability to serve as the primary client contact when preparing and presenting issues and resolutions.

Nice To Haves

A major in Accounting, Finance, Economics, or Statistics.
A master's degree in Accountancy or Taxation.
Industry expertise in one or more tax specialties.
Other professional degrees or certifications applicable to the role.
Proficiency with the Microsoft Office Suite.
Experience with tax research databases and tax compliance process software.

Responsibilities

Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, and ensure engagement teams follow Firm policies, standards, and the BDO Tax Quality Manual.
Conduct top-level reviews of tax returns and resolve tax issues with clients, involving specialists when appropriate.
Communicate issues identified in tax accrual reviews to clients and Assurance.
Plan and review tax processes, including budgeting, staffing, engagement progress, time against budget, billing, out-of-scope work, and accounts receivable collection.
Manage client relationships and expectations and provide timely advice.
Identify when tax research is needed, frame research questions, and communicate the analysis clearly and concisely.
Apply Firm and professional standards when preparing written tax advice and tax returns, and involve firm specialists as appropriate.
Apply ASC 740 and Firm policies and standards regarding tax accruals, FAS 109, and FIN 48; explain income tax provisions and uncertain tax positions to clients.
Coordinate tax accrual reviews with Assurance counterparts, including planning scope, budget, and delivery dates, and utilize and manage STS as needed.
Develop and implement efficient tax consulting methods to maximize client benefits, including reducing current and future taxes.
Assess the applicability of CTS and STS consulting specialties, organize STS assistance on ongoing client projects, and serve as a technical resource.
Ensure client service teams follow Firm policy regarding Written Tax Advice and provide assistance with exam support.
Frame projects and issues for effective delegation to seniors and associates.
Develop in-depth technical and practical expertise in one or more areas of taxation.
Organize and conduct internal CPE training in an area of specialization when required.
Develop and introduce ideas to improve outcomes for clients, the Firm, or Firm personnel; review tax studies and offer clients alternative courses of action.
Identify lessons learned from prior projects and offer input on improving processes and methods.
Supervise associates and senior associates, review their work, and provide review comments.
Train associates and senior associates to use current software tools.
Act as a Career Advisor to associates and senior associates.
Schedule and manage the workload of associates and senior associates.
Provide verbal and written performance feedback to associates and senior associates.
Perform other duties as required.