Tax Senior Manager, Digital Assets

Overview

JOB DESCRIPTION
The Digital Assets Tax Senior Manager assists in providing tax compliance and consulting services to clients in the digital assets space, including lab companies doing protocol launches, NFT creators, stable coins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. This role involves applying knowledge to understand potential tax issues, communicating potential risks and changes in tax policy, and making top-level decisions regarding filing, preparation, and resolution of questions from federal and state agencies.

The Digital Assets Tax Senior Manager is a critical member of the office/region leadership team and participates in marketing, networking, and business development while maintaining client relationships and acting as the primary contact for complex questions.

Tax Compliance

• Ensures that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
• Applies understanding of client circumstances, documentation, and legal requirements to prepare required filings (tax returns) with a review/documentation system to ensure full compliance while keeping the client’s tax and reporting burden as low as possible.
• Ensures all data needed to comply with filing requirements are collected.
• Identifies and communicates missing items to prepare the return.
• Utilizes Firm compliance software to maximize efficiency in the tax prep process.

• Collaborates with Principals, Tax Managers, Tax Seniors, and Associates on completion of projects (follow-up with Open items list).
• Delivers high quality federal, state, and international tax compliance services.
• Leads complex engagements with a team of tax professionals.
• Manages the engagement including billing, collections, and the project budget.
• Builds and manages client relationships.
• Ensures/documents client work and conclusions in the client tax file.

Research

• Identifies when research is needed; clearly frames issues to be researched and reports the analysis.
• Identifies complex issues to be researched by the engagement team and provides research methodology for efficient research.
• Trains managers/staff on research skills and helps frame tax issues for analysis.
• Involves firm specialists, as appropriate.

Tax Consulting

• Assists with identifying, developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
• Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of tax objectives.
• Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities and the tax implications of various transactions to the organization.

Supervisory Responsibilities

• Manages teams of Managers, Tax Seniors, and Associates.
• Other duties as required.

Education and Experience

• Bachelor’s Degree required; focus in Accounting, Finance, Economics, or Statistics preferred.
• Master’s Degree in Accounting or Taxation preferred.
• Eight (8) 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.
• Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stable coins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions preferred.

Licenses and Certifications

• CPA, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (EA) or equivalent required.
• Other professional degrees or certifications applicable to the role preferred.

Skills and Abilities

• Superior verbal and written communication skills.
• Ability to delegate effectively and manage teams.
• Strong analytical, research, and critical thinking skills, with sound decision-making.
• Ability to work well in a team and develop/maintain…