Job Summary:
A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.
Job Duties:
Tax Specialization
Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits
Identifies client opportunities and issues having to do with tax specializations other than BIG
Tax Consulting
Develops, recommends, and implements solutions to provide clients maximum tax benefits
Stays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions
Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Identifies non-BIG tax and business opportunities for clients and prospects
Tax Controversy
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG positions
Research
Identifies complex situations where research is necessary provides an outline of the issue (s) and conducts appropriate investigation on identified topics
Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings
Prepares studies of tax implications and outlines alternative courses of action to clients
Composes effective research memos in support of projects / transactions
Develops effective presentations for marketing and sales opportunities
Tax Compliance
Ensures clients comply with applicable authorities
Identifies options for minimizing client tax and reporting burdens
Identifies "gray areas" and recognizes and communicates to partners related risks
Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues
Ensures firm risk management and tax quality control standards and protocols are met
Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
Strategy Development
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory Responsibilities:
Effectively supervises and reviews the day-to-day work of BIG Managers, Senior Associates, Associates, and Interns
Ensures BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional development
Delivers periodic performance feedback and completes constructive performance evaluations for BIG Managers, Senior Associates, Associates, and Interns
Acts as Career Advisor to BIG Managers, Senior Associates, Associates, and Interns
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's degree, required
Degree in accounting, tax, or finance, preferred
Experience:
Seven (7) or more years of prior experience, required
Six (6) or more years' experience in BIG tax consulting, required
Prior experience supervising tax consulting professionals, required
Prior experience preparing and/or reviewing tax provisions, preferred
Prior experience with corporate taxation, consolidations, and partnerships, preferred
License/Certifications:
CPA, preferred
Software:
Proficient in the use of Microsoft Office, especially Excel and Word
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs
Other Knowledge, Skills & Abilities:
Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently and within a group environment
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to effectively manage a team of tax professionals and delegating work assignments as needed
Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel
Executive presence and ability to act as primary contact on assigned engagements
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
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.
