Tax Experienced Manager, Core Tax Services

Tax Experienced Manager, Core Tax Services

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 / expectations in 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 degree, required; major in Accounting, Finance, Economics or Statistics, preferred

Masters in Accountancy or Taxation, preferred

Experience :

Six (6) 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

Industry expertise in one or more tax specialty, preferred

License / Certifications :

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

Possession of other professional degrees or certifications applicable to role, preferred

Software :

Proficient with the Microsoft Office Suite, preferred

Experience with tax research databases and tax compliance process software, preferred

Language :

N / A

Other Knowledge, Skills & Abilities :

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

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.

California Range : $136,000 - $165,000

Colorado Range : $115,000 - $165,000

Illinois Range : $120