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

BDO USA•Costa Mesa, CA

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 ways to comply with tax regulations. The role serves as the primary client contact for complex tax issues, applies tax knowledge to identify potential issues and risks, and communicates potential changes in tax policy. The Manager also participates in marketing, networking, and business development within an area of expertise and may provide written tax advice to clients. The role manages tax compliance and client engagements, including reviewing tax returns, resolving tax issues, planning and reviewing engagement processes, budgeting and staffing, monitoring time against budget, billing, managing out-of-scope work, collecting accounts receivable, and maintaining client relationships. It identifies and frames research issues, reports analysis, applies Firm and professional standards, and involves specialists when appropriate. The Manager applies ASC 740 and related Firm policies and standards to tax accruals, including FAS 109 and FIN 48; explains income tax provision components and uncertain tax positions to clients; and coordinates tax accrual reviews with Assurance. The role also develops and implements tax consulting work plans, serves as a technical resource, supports examinations, and delegates work effectively. The position develops expertise in one or more tax specialties, may conduct internal CPE training, and contributes ideas to improve client, Firm, or personnel outcomes. Supervisory responsibilities include reviewing work, training associates and senior associates, advising on careers, managing workloads, and providing performance feedback.

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 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 act as the primary client contact when presenting issues and resolutions.

Nice To Haves

Bachelor’s degree majoring 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 the tax implications of business objectives and recommend alternatives to reduce taxes and compliance costs.
Serve as the primary client contact for complex tax issues; identify and communicate potential tax issues, risks, and policy changes.
Participate in marketing, networking, and business development within an area of expertise; provide written tax advice when needed.
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 and procedures, including budgeting, staffing, monitoring engagement time against budget, timely billing, managing out-of-scope activity, and collecting accounts receivable.
Manage client relationships and expectations in accordance with project requirements and provide timely advice.
Identify when research is needed, frame research issues clearly, and report analysis clearly and concisely.
Apply Firm and professional standards when preparing written tax advice and tax returns.
Apply ASC 740, FAS 109, FIN 48, Firm policies, standards, and the BDO Tax Quality Manual to tax accruals.
Explain income tax provision components, uncertain tax positions, and other ASC 740 complexities to clients.
Coordinate tax accrual reviews with Assurance, including scope, budget, and delivery dates; use and manage STS as needed.
Develop, recommend, and implement tax consulting methods that maximize client benefits, including reducing current and future taxes.
Assess the applicability of CTS and STS consulting specialties and organize specialist assistance through project work plans.
Serve as a technical resource, support examinations, and frame projects for delegation to senior associates and associates.
Develop in-depth technical and practical expertise in one or more areas of taxation and, when required, organize and conduct internal CPE training.
Develop ideas to improve outcomes for clients, the Firm, or Firm personnel; review tax implication studies and offer clients alternative courses of action.
Apply lessons learned from prior projects and recommend improvements to processes and methods.
Supervise associates and senior associates across projects; 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 their workloads, and provide verbal and written performance feedback.
Perform other duties as required.