Tax Managing Director, Core Tax Services

Job Summary

The Tax Managing Director is responsible for applying industry specific knowledge to advise 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, the Tax Managing Director is charged with applying knowledge to understand potential tax issues, recognizing, communicating potential risks and potential changes in tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. The Tax Managing Director will be a critical member of the office / region leadership team and will be involved in direct supervision as either a final or secondary reviewer under the partner. The role actively participates in marketing, networking and business development within an area of expertise while maintaining client relationships and acting as the primary contact for complex questions.

Note : All other sections below detail responsibilities, qualifications, and other requirements.

Job Duties

• Tax Compliance

Ensures both that (a) clients comply with all applicable authorities, while minimizing their tax and reporting burdens, and (b) self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual ("TQM").

Manages engagements to achieve engagement management metrics

Practices hands-on client service delivery

Responsible for overall client service by encouraging the team's adherence to TQM policies (including engagement letters, documentation, etc.)

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

Technical reviewers of WTAs in an area of expertise, as applicable to role

ASC 740-10 (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 technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issues

Reviews and applies income tax provision efficiently

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 expert knowledge of combining tax knowledge and knowledge of business / industry to recommend solutions and maximize results in the Firm

Applies general knowledge of multiple tax specialties (e.g., International, SALT, Estate Planning) for issue identification and resolution

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).

Has expert knowledge of application of standards

Recognized as industry expert in specialized field of taxation

Uses expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance

Strategy Development

Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel (e.g., reducing taxes or expenses or providing non-tax benefits).

Depending on specific role, may be required to present complex strategies to clients and prospective clients

Other duties as required

Supervisory Responsibilities

Ability to supervise associates, senior associates and managers, as the situation dictates

Reviews work prepared by associates and senior associates and provides review comments

Acts as a Career Advisor to associates, senior associates and managers

Schedules and manages workload of associates, senior associates and managers

Provides verbal and written performance feedback to associates, senior associates and managers

Qualifications, Knowledge, Skills and Abilities

Education :

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

Masters in Accountancy or Taxation preferred

Experience :

Ten (10) or more years of prior relevant tax experience and / or public accounting, private industry accounting or consulting / professional services experience required

Industry expertise in one or more tax specialty preferred

Prior supervisory experience required

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 : $190,000 - $335,000

Colorado Range : $185,000 - $225,000

Illinois Range : $175,000 - $250,000

Maryland Range : $185,000 - $260,000

Massachusetts Range : $215,000 - $300,000

Minnesota Range : $170,000 - $250,000

New Jersey Range : $190,000 - $350,000

NYC / Long Island / Westchester Range : $230,000 - $350,000

Washington Range : $196,400 - $249,400

Washington DC Range : $190,000 - $300,000

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