Tax Managing Director, Business Group; TCM

Position: Tax Managing Director, Business Incentives Group (TCM)
Job Summary:

A Business Incentives Group Managing Director is responsible for providing written tax advice to clients, evaluating, and recommending alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the Tax Managing Director, Business Incentives Group will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining and expanding key client relationships.  

Additionally, the Tax Managing Director, Business Incentives Group is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on complex tax questions and issues.

Job Duties:

Research Identifies all situations when research is necessary and conducts appropriate investigation on identified topics

Analyzes researched facts and the sources utilized Prepares studies of tax implications and outlines alternative courses of action to clients

Develops comprehensive sales Talking Points document for marketing and sales opportunities

Tax Compliance Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens

Identifies “gray areas” and recognizes related risk potential for contingent tax liabilities

Completes pro forma Forms 6765 and related state forms

Ensure tax engagement letters are adopted prior to engagement work commencing

Communicates with appropriate clients, Core Tax Services and Assurance personnel regarding any issued during reviews

Tax Consulting Develops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations

Identifies and assists in maximizing all potential BIG credit, deduction and other federal and state opportunities legally available to clients

Handles inquiries from federal and state agencies regarding all tax issues and questions

Drafts responses to examiner questions and challenges

Monitors implementations of workplans for tax consulting projects

Provides assistance with protests at the appeals level

Provides recommended solutions by combining tax knowledge and knowledge of business / industry

Tax Controversy Represents clients before any tax authority on contested issues

Responds to all questions from federal or state agencies Tax Related Software Utilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasks

Tax Specialization Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits

Acts as industry expert in BIG Identifies cross-selling opportunities with other tax specializations

Manages BIG services provided to assigned clients

Develops tools and/or improvements allowing for enhance the efficiency or services of the BIG practiceASC
740-10

Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN
48

Recognizes, measures and documents financial benefits to clients Strategy Development Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits

Researches and implements new tax strategies

Leads marketing campaigns and external BIG initiatives

Other duties as required

Supervisory Responsibilities:

Supervises the day-to-day work of BIG Managers, Senior Associates and Associates on assigned engagements and reviews work product Ensures BIG Managers, Senior Associates, Associates and Interns are trained on all relevant tax issues…