Tax Manager, Core Tax Services

Job Summary

The Tax 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 is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy.

In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

• Ensures that clients comply with all applicable authorities while minimizing tax and reporting burdens and that self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
• Conducts top‑level reviews of tax returns and resolves all tax issues with clients, involving specialists where appropriate.
• Communicates with clients and assurance teams about issues identified in tax accrual reviews.
• Plans and reviews the tax process and procedures, including:
  • Budgeting and staffing.
  • Monitoring engagement process and actual time incurred versus budget with assistance of senior staff.
  • Timely billing, including management of identified out‑of‑scope activity and communication to client.
  • Timely collection of accounts receivable.
• Manages client relationships and expectations in accordance with the project.
• Provides advice to clients in a timely manner.

• Identifies when research is needed; frames issues and reports analysis concisely.
• Applies firm and professional standards for preparation of WTA and tax returns.
• Involves firm specialists as appropriate.

• Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual regarding FAS 109 and FIN 48 including ASC 740‑10.
• Explains and discusses components of the income tax provision and uncertain tax positions to the client and other stakeholders.
• Communicates with assurance counterparts to plan tax accrual reviews, including budget, scope and delivery dates.
• Utilizes and manages STS as needed.

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
• Considers the applicability of CTS and STS consulting specialties for each client.
• Develops and implements a work plan to incorporate and organize STS assistance on ongoing projects.
• Serves as a technical resource.
• Ensures client service teams comply with Firm policy regarding Written Tax Advice (WTA).
• Provides effective assistance with exam support.
• Frames projects and issues for effective delegation to seniors and associates.

• Develops an in‑depth understanding of technical and practical issues and opportunities regarding one or more areas of taxation (e.g., individual, corporate, property, sales, etc.).
• May be required to organize and conduct effective internal CPE training sessions in the area of specialization.

• 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.
• Reviews studies of tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects and offers input on how to improve processes and methods.

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on current software tools.
• Acts as a career advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

• Bachelor’s degree,…