Tax Manager, Core Tax Services
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, and identifies methods of complying with tax regulations. The Manager acts as the primary client contact for complex tax issues, recognizes and communicates potential tax risks and policy changes, and may provide written tax advice. The role also includes marketing, networking, and business development within an area of expertise and specialization. The Manager oversees tax compliance and engagement processes, including reviewing tax returns, resolving tax issues, planning budgets and staffing, monitoring engagement time, managing billing and collections, and maintaining client relationships. They conduct and communicate tax research, manage ASC 740 tax accrual matters, provide tax consulting and exam support, and develop specialized tax expertise. They also identify ways to improve outcomes for clients and the firm, and supervise, train, schedule, and provide performance feedback to 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, admission as an attorney in a U.S. jurisdiction, IRS Enrolled Agent status, 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.
- Executive presence and ability to serve as the primary client contact for preparing and presenting issues and resolutions.
Nice To Haves
- Bachelor's degree 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 evaluate alternatives to reduce tax burden and compliance costs.
- Identify compliant methods for meeting tax regulations while minimizing client tax and reporting burdens.
- Act as the primary client contact for complex tax issues; communicate potential risks and changes in tax policy.
- Participate in marketing, networking, and business development in an area of expertise and specialization.
- Review tax returns at a top level, resolve tax issues with clients, and involve specialists where appropriate.
- Ensure clients and service teams comply with applicable authorities, firm policies, standards, and the BDO Tax Quality Manual.
- Communicate issues identified in tax accrual reviews to clients and Assurance teams.
- Plan and review tax processes and procedures, including budgeting, staffing, engagement monitoring, billing, management of out-of-scope work, and collections.
- Manage client relationships and expectations and provide timely advice.
- Identify research needs, frame research issues, report analysis clearly, and involve firm specialists as appropriate.
- Apply firm standards to written tax advice and tax returns.
- Apply ASC 740, FAS 109, FIN 48, and related firm policies and quality standards; explain tax provisions and uncertain tax positions to clients.
- Coordinate tax accrual review planning with Assurance counterparts, including budgets, scope, and delivery dates, and utilize and manage STS as needed.
- Develop and implement tax consulting approaches that maximize client benefits, including reducing current and future taxes.
- Assess the applicability of CTS and STS consulting specialties, organize STS assistance, serve as a technical resource, and provide exam support.
- Frame projects and issues for delegation to senior associates and associates and ensure compliance with firm policy on written tax advice.
- Develop in-depth technical and practical knowledge in one or more tax specialties; may organize and conduct internal CPE training.
- Develop improved approaches for clients, the firm, and firm personnel; review tax studies, present alternative courses of action, and share lessons learned to improve processes.
- Supervise associates and senior associates, review their work, train them on current software tools, advise them on career development, manage their workloads, and provide performance feedback.
- Perform other duties as required.
Benefits
- Employee stock ownership through the ESOP, providing participants a stake in the firm's success.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
