Job Summary:
The Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, 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, Tax Experienced Manager, Core Tax Services 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 Tax Experienced Manager, Core Tax Services 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.
Job Duties:
Tax Compliance
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
Communicates with client and Assurance any issues identified in tax accrual reviews
May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Manages client relationships/expectation sin accordance with the project
Provides advice to the clients in a timely manner
Plan and review the tax process and the procedures to be performed to Include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out -of-scope activity and communication to client
Timely collection of A/R
Research
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
ASC 740 (FAS 109 and FIN 48) Tax Accruals
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
May review 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
Tax Consulting
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
May provide effective assistance with protests at the appeals level
Implements applicable Firm strategies
Manages client expectations
Tax Specialization
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
Strategy Development
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 present complex strategies to clients and prospective clients
Other duties as required
Supervisory Responsibilities:
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
May act as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors... For full info follow application link.
All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.
