Tax Senior Manager, Core Tax Services

BDO USA•Nashville, TN

About The Position

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities

Requirements

Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferred
Eight (8) or more years of prior 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), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations) required
Proficient with the Microsoft Office Suite preferred
Experience with tax research databases and tax compliance process software preferred
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Nice To Haves

Master’s in Accountancy or Taxation preferred
Industry expertise in one or more tax specialty preferred
Possession of other professional degrees or certifications applicable to role preferred

Responsibilities

Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
Involves firm specialists, as appropriate
Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.
Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them
Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them
Reviews tax provisions –applies in-depth knowledge of ASC 740 if applicable to practice work
Reviews prepared workpapers
Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Maximizes client benefits, especially by decreasing client taxes, while managing risk
Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted
Manages written or phone inquiries from federal and state agencies with little or no assistance
Provides effective assistance with protests at the appeals level
Implements applicable Firm strategies
Manages client expectations
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
May train and mentor managers/seniors/associates on specialization areas
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Other duties as required