Tax Manager, Business Incentives Group (BIG)
A Tax Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty's area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.
Job Duties
Research :
- Identifies all situations where research is necessary and conducts appropriate investigation on identified topics
- Confirms accuracy of facts and sources where appropriate
- 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 authoritiesIdentifies options for minimizing client tax and reporting burdensIdentifies "gray areas" and recognizes and communicates to partners related risksCompletes accurately appropriate workpapers and tax returns formsEnsures firm risk management and tax quality control standards and protocols are metCommunicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issuesTax Consulting :
Develops, recommends, and implements solutions to provide clients maximum tax benefitsStays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positionsIdentifies and assists in maximizing all potential BIG tax benefitsIdentifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appealsTax Controversy :
Effectively represents clients before tax authoritiesResponds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questionsTax Specialization :
Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsIdentifies client opportunities and issues having to do with tax specializations other than BIG ASC 740-10Understands and applies industry and firm FAS 109 and FIN48 standardsRecognizes, measures, and documents effectively financial benefit of BIG positionsStrategy Development :
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnelSuggests marketing approaches for new client acquisitionSupervisory Responsibilities :
Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements. Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas. Effectively evaluates the performance of STS BIG Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development. Delivers periodic performance feedback and completes constructive performance evaluations for STS BIG Senior Associates, Associates, and Interns. Acts as Career Advisor to STS BIG Senior Associates and Associates.
Qualifications, Knowledge, Skills and Abilities :
Education : Bachelor's degree, required. Degree in accounting, tax, or finance, preferred. Masters degree, preferred. Juris Doctorate (J.D.), preferred. Experience : Five (5) or more years of prior experience, required. Prior experience supervising tax consulting professionals, required. Experience in accounting, tax, or finance, preferred. Prior experience in BIG tax consulting, preferred. Prior experience preparing and / or reviewing