Tax Managing Director, Global Tax Outsourcing

BDO USA•Los Angeles, CA

19h•$157,500 - $420,000•Hybrid

About The Position

The Tax Managing Director, Global Tax Outsourcing will be a senior member of the GTO team, responsible for building strong personal client relationships, directing all project services delivered, leading specific strategic focus, managing people and supporting the Partners with business development and practice management. They will also be responsible for managing risk at an operational level. Additionally, the GTO Managing Director is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues and have a proven track record as a problem solver.

Requirements

Bachelor’s degree, required
Ten (10) or more years of prior experience in corporate tax, international taxation, legal professional services or equivalent experience gained through an advanced degree (LLM) program, required
Experience in international tax, required
Negotiation experience, required
Experience supervising tax professionals on a project or engagement basis, required
Excellent verbal and written communication skills
Superior analytical and research skills including building models and analysis of financial and numerical data
Strong organizational skills, especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Capable of effective managing a team of professionals and delegating work assignments, as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
Executive presence and ability to act as primary contact on assigned engagements
Ability to successfully interact with professionals at all levels
Advanced knowledge of sources of relevant information utilized in tax filings as well as the most widely-used filing forms and awareness of other less widely used tax forms
Advanced understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law
Advanced knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues

Nice To Haves

Focus in Accounting, Computer Information Systems, Economics, or Finance, preferred
MST/MBT, preferred
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
Working experience with Smartsheet, preferred
Experience utilizing BNA, CCH and/or other search engines, preferred
Proficiency in more than one language, preferred

Responsibilities

Develops, recommends and implements practical international tax consulting ideas related to client situations
Identifies and resolves complex taxation issues by applying multiple tax functional specialties
Communicates complex technical matters to clients and other appropriate audiences to ensure relevant issues are understood and resolved, as needed
Builds and manages at a global strategic level, strong relationships with clients through all manner of communication inclusive of regular visits to client sites, and, as needed, to BDO regional offices/team sites
Works with the team on timely and efficient establishment and maintenance of client account plans and ensures that action steps are implemented to achieve results in client satisfaction, retention and expansion of services or countries
Consistently manages time, budgets and resources for all projects ensuring delivery dates, identification and resolution of issues, adherence / mindfulness of project scope and the impacts of changes
Acts as a client advocate and strategic resource for overall client issues in the areas of billing, legal, policy, country tax issues, payroll management operations, and systems
Manages projects across all lines of business. Including but not limited to: financial projects, inter-country projects, etc.
Continues to develop an in-depth understanding of the technical and practical issues and opportunities regarding international tax
Manages international tax services provided to assigned clients, including assessment of appropriate pricing structure for services
Identifies opportunities for tax alerts in areas of specialty and collaborates with BDO Global and/or National Tax Office on drafting of those alerts
Manages Requests for Proposals (RFP), for account renegotiations, including fee structure and presentation
Exhibits thought leadership in a specialized area within international tax
Assists with rollout of major change initiatives
Works with Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan
Builds effective go-to-market strategies with Assurance Partners
Identifies trends, best practices, and opportunities for tax consulting, written analysis and recommendations for cost effective client solutions
Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
Manages client engagements
Conducts detailed review of international tax aspects of U.S. tax reporting and other client supplied data and identifies complex and advanced issues throughout the engagement
Leverages compliance role to identify additional tax issues and opportunities
Demonstrates overall client ownership and ensures the highest standards in others
Proactively takes potentially valuable ideas to the client
Acts as a collaborative client manager and applies a managed clients’ approach
Advocates the implementation and use of consistent working practices and methodologies to ensure a consistent client experience with all global teams
Acts as a client advocate and strategic resource for overall client issues in the areas of billing, legal, policy, country tax issues, tools and systems
Works with BDO Partner to prepare year end client review and analysis as well as monthly reports and quarterly reviews as required
Develops innovative solutions to the commercial challenges of the client
Communicates effectively to ensure client expectations are managed appropriately
Develops processes and procedures within the team and region which maximize productivity, ensure clear communication and efficiency and effect consistent service delivery
Works with the CTS/ITS/Assurance and GTO teams on the execution plan for new accounts ensuring that communication bridges, policies and procedures and processes are in place and followed
Applies standards, Firm policies and BDO Tax Quality Manual requirements
Manages Risk & Compliance in line with BDO USA & Client policies. Ensures team compliance with BDO standards, client policy, monitors data accuracy and integrity
Reviews international aspects of tax provisions including coordination of BDO colleagues in non-U.S. jurisdictions
Maintains highest level of confidentiality and discretion
Undertakes other tasks and special projects as required
Supervises the day-to-day workload of GTO Managers, Senior Associates, Associates, and Interns on assigned engagements and reviews work product and ensures their technical development
Delivers periodic performance feedback and completes performance evaluations for GTO Managers, Senior Associates, Associates, and Interns
Acts as mentor to GTO Managers, Senior Associates and Associates and Interns, as appropriate