Tax Manager, ASC 740 and Compliance

BDO USA•Atlanta, GA

About The Position

The Core Tax Services Manager – ASC 740 advises clients on the tax implications of their business objectives, evaluates alternative actions to reduce tax burden and compliance costs, identifies methods of complying with tax regulations, and serves as the primary client contact for complex corporate tax and ASC 740 issues. The role applies tax knowledge to identify potential issues, risks, and changes in tax policy and communicate them to clients. The manager oversees tax compliance, research, ASC 740 tax accruals, tax consulting, and tax specialization work. Responsibilities include planning and reviewing engagement processes, budgets, staffing, time, billing, and collections; reviewing tax returns and provisions; framing and directing research; coordinating with Assurance and tax specialists; advising clients; and developing strategies and improved approaches. The manager also supervises and develops Associates and Senior Associates, reviews their work, manages their workload, and provides performance feedback.

Requirements

Bachelor’s degree in Accounting or Taxation.
At least five years of prior experience.
Experience managing the preparation and audit of ASC 740 computations for privately held and/or publicly traded clients.
Supervisory experience.
CPA certification, admission as an attorney in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent designation.
Experience with Microsoft Office tools (Excel, PowerPoint, Word, and Outlook) and Adobe Acrobat.
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 and act as the primary client contact for presenting issues and resolutions.

Nice To Haves

Master’s degree in Accounting or Taxation.
Multinational client experience.
Experience with tax research databases such as BNA and RIA.
Proficiency in tax compliance process software, including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs, and standard tax workpapers.

Responsibilities

Ensure clients comply with applicable authorities while minimizing tax and reporting burdens, and ensure teams follow Firm policies, standards, and the BDO Tax Quality Manual.
Conduct top-level review of tax returns and resolve tax issues with clients, involving specialists when appropriate.
Communicate issues identified in tax accrual reviews with Assurance clients.
Plan and review tax processes, including budgeting and staffing, monitoring engagement progress and time against budget, timely billing, out-of-scope activity communication, and collection of accounts receivable.
Manage client relationships and expectations and provide timely advice.
Identify research needs, frame issues, report analysis clearly, and provide efficient research methodologies for complex issues.
Train managers and staff in research skills and framing ASC 740 tax issues; involve firm specialists as appropriate.
Apply ASC 740 and Firm policies, standards, and the BDO Tax Quality Manual to tax accruals and provisions.
Explain income tax provision components, uncertain tax positions, and other ASC 740 complexities to clients.
Coordinate timely tax accrual reviews with Assurance teams, including budget, scope, and delivery dates; review tax provisions and workpapers.
Use and manage Specialized Tax Services assistance as needed.
Develop, recommend, and implement effective methods to maximize client benefits, including reducing current and future taxes.
Assess whether Core Tax Services and Specialized Tax Services consulting specialties apply to clients, and organize specialist assistance through work plans.
Serve as a technical resource, support client examinations, frame projects for delegation, and ensure compliance with written tax advice policies.
Develop technical and practical expertise in one or more tax specialties and may conduct internal CPE training or mentor colleagues on ASC 740.
Develop and present strategies to clients and prospective clients, suggest improvements to prior work, and may lead marketing campaigns where applicable.
Collaborate with National Tax and Specialized Tax Services teams to deliver high-quality ASC 740 work and analyses.
Supervise Associates and Senior Associates; review their work and provide comments; train them on 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.