Tax Manager, Core Tax Services - Corporate/ASC 740 Focus

BDO USA, P.C.•Columbus, OH

12d•$90,000 - $150,000

About The Position

The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating alternative actions to reduce tax burden and compliance costs, and identifying methods of complying with tax regulations. The Manager serves as the primary client contact for complex tax issues, applies technical knowledge to identify potential tax issues and risks, and communicates potential changes in tax policy. The role also includes marketing, networking, business development within an area of expertise, and potentially providing written tax advice to clients. The Manager oversees tax compliance and tax return review, resolves tax issues with clients, and coordinates with specialists and Assurance teams as appropriate. The role plans and reviews tax processes and procedures, including budgets, staffing, engagement progress, billing, out-of-scope work, and accounts receivable collection. It also entails researching tax issues, preparing and explaining tax analyses, managing ASC 740 tax accruals and uncertain tax positions, and providing tax consulting and examination support. The position develops technical expertise in one or more tax specialties and may organize internal continuing professional education sessions. The Manager also develops strategies and alternative courses of action for clients, identifies process improvements, supervises and trains associates and senior associates, reviews their work, manages workloads, and provides career guidance and performance feedback.

Requirements

Bachelor’s degree required.
Five or more years of relevant tax, public accounting, private industry accounting, consulting, or professional services experience 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 effectively 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 effectively.
Executive presence and ability to serve as the primary client contact for presenting and resolving issues.

Nice To Haves

Major in Accounting, Finance, Economics, or Statistics.
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

Advise clients on tax implications of business objectives and identify alternatives to reduce tax burden and compliance costs.
Serve as the primary client contact for complex tax issues and provide timely advice.
Identify and communicate potential tax issues, risks, and changes in tax policy.
Participate in marketing, networking, and business development in areas of expertise; provide written tax advice as needed.
Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, and ensure teams comply with 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 tax accrual review issues to clients and Assurance teams.
Plan and review tax processes and procedures, including budgeting, staffing, engagement monitoring, timely billing, management of out-of-scope work, and accounts receivable collection.
Manage client relationships and expectations in accordance with project needs.
Identify research needs, frame issues clearly, report analyses, and involve Firm specialists as appropriate.
Apply Firm standards to written tax advice and tax returns.
Apply ASC 740, FAS 109, FIN 48, Firm policies, standards, and the BDO Tax Quality Manual; explain income tax provision components and uncertain tax positions to clients.
Coordinate tax accrual reviews with Assurance counterparts, including planning budgets, scope, and delivery dates; utilize and manage STS as needed.
Develop, recommend, and implement effective tax consulting methods to maximize client benefits and reduce current and future taxes.
Consider CTS and STS consulting specialties, organize STS assistance on client projects, and serve as a technical resource.
Provide effective assistance with examinations and frame projects for delegation to senior associates and associates.
Develop in-depth technical and practical expertise in one or more tax specialties; organize and conduct internal CPE training sessions when required.
Develop strategies and alternative courses of action to improve client or Firm outcomes, and identify lessons learned and process improvements.
Supervise associates and senior associates; review their work and provide review comments.
Train associates and senior associates to use current software tools; act as their career advisor.
Schedule and manage associate and senior associate workloads and provide verbal and written performance feedback.
Perform other duties as required.