Tax Experienced Manager, Core Tax Services

Job Summary

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, the manager applies knowledge to understand potential tax issues, recognizes, communicates potential risks and potential changes in tax policy, and makes top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies.

The manager is a critical member of the office/region leadership team and 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.

• Tax Compliance
  • Ensures both that (a) clients comply with all applicable authorities while minimizing 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 the client; involves specialists where appropriate.
  • Communicates with client and Assurance any issues identified in tax accrual reviews.
  • Plans 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 client in a timely manner.
  • Plans and reviews the tax process and the procedures to be performed, including 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), and timely collection of A/R.
• Research
  • Identifies when research is needed; frames issues to be researched and reports the analysis.
  • Identifies complex issues to be researched by the engagement team and provides research methodology for an efficient research process.
  • Trains managers and 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 TQM regarding FAS 109 and FIN 48.
  • Helps others learn and apply ASC 740, firm policies, standards, and the BDO TQM regarding them.
  • Reviews tax provisions—applies in‑depth knowledge of ASC 740 if applicable to practice work.
  • May review prepared work papers.
  • 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 current and future taxes.
  • Applies combined tax knowledge and business/industry knowledge to recommend solutions.
  • Maximizes client benefits 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…