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

BDO USA•Columbus, OH

12d

About The Position

The Tax Manager, Core Tax Services advises clients on the tax implications of business objectives, evaluates alternatives to reduce tax burdens and compliance costs, and identifies methods of complying with tax regulations. The Manager serves as the primary client contact for complex tax issues, identifies and communicates potential risks and changes in tax policy, and may provide written tax advice. The role also involves marketing, networking, and business development in the Manager’s areas of expertise and specialization. The Manager oversees tax compliance and tax-return review, resolves client tax issues, coordinates with Assurance and specialists, and plans and reviews engagement processes, budgets, staffing, billing, collections, and client expectations. The role researches and reports on tax issues; advises clients on tax planning and consulting; applies ASC 740, FAS 109, and FIN 48 requirements to tax accruals; and serves as a technical resource. The Manager develops tax specialization, contributes to strategy and process improvements, and may organize internal CPE training. The Manager supervises associates and senior associates, reviews their work, trains them on current software tools, advises them on their careers, manages their workloads, and provides performance feedback.

Requirements

Bachelor’s degree required.
Five or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/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 well in a team environment and develop and manage a team of tax professionals.
Ability to compose written tax advice and develop and maintain client relationships.
Executive presence and ability to serve as the primary client contact for presenting issues and resolutions.

Nice To Haves

Major in Accounting, Finance, Economics, or Statistics.
Master’s degree in Accountancy or Taxation.
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 tax authorities while minimizing tax and reporting burdens, and ensure 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 counterparts.
Plan and review tax engagement processes, including budgeting, staffing, monitoring time against budget, billing, out-of-scope work, and accounts receivable collection.
Manage client relationships and expectations and provide timely advice.
Identify research needs, frame issues clearly, and communicate research analyses.
Apply Firm and professional standards to written tax advice and tax return preparation, and involve specialists as appropriate.
Apply ASC 740, FAS 109, FIN 48, Firm policies, and the BDO Tax Quality Manual to tax accruals; explain income tax provision components and uncertain tax positions to clients.
Coordinate tax accrual reviews with Assurance, including planning, budget, 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 in project work plans, and serve as a technical resource.
Ensure client service teams comply with Firm policy regarding Written Tax Advice; assist with examination support; and frame projects for delegation.
Develop technical and practical expertise in one or more tax specialties and, as required, organize and conduct internal CPE training.
Develop strategies and improved ideas for clients, the Firm, or Firm personnel; review tax-impact studies and present alternative courses of action.
Apply lessons learned from prior projects and recommend process and method improvements.
Supervise associates and senior associates; review their work and provide review comments.
Train associates and seniors on current software tools, serve as their Career Advisor, manage their workloads, and provide verbal and written performance feedback.
Perform other duties as required.