Job Summary:
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 authorities
Identifies options for minimizing client tax and reporting burdens
Identifies "gray areas" and recognizes and communicates to partners
related risks
Completes accurately appropriate workpapers and tax returns forms
Ensures firm risk management and tax quality control standards and protocols
are met
Communicates with clients and appropriate Core Tax Services, Assurance,
and Consulting personnel regarding any issues
Tax Consulting
Develops, recommends, and implements solutions to provide clients maximum
tax benefits
Stays informed of new legal and factual developments affecting clients' BIG
tax positions and identifies and communicates to partners effective approaches
to optimize these positions
Identifies and assists in maximizing all potential BIG tax benefits
Identifies process improvements regarding, e.g., the processes of
identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities
regarding BIG tax issues and questions
Tax Specialization
Develops an in-depth understanding of the technical and practical issues and
opportunities regarding BIG tax benefits
Identifies client opportunities and issues having to do with tax
specializations other than BIG
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG
positions
Strategy Development
Develops new or improved ideas and strategies to advance the position of
clients, the firm or firm personnel
Suggests marketing approaches for new client acquisition
Other duties as required
Supervisory 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 tax provisions, preferred
Prior experience with corporate taxation, consolidations, and
partnerships, preferred
License/Certifications:
CPA certification, preferred
Enrolled Agent, preferred
Software:
Proficient in the use of Microsoft Office, especially Excel and Word
Experience with tax related software and research databases such as
Caseware, GoSystems, and other comparable programs
Other Knowledge, Skills & Abilities:
Knowledge, skills, and abilities in the BIG tax area commensurate with the
level of experience required above
Excellent oral and written communication skills
Superior analytical and research skills
Solid organizational skills, especially ability to meet project deadlines
with a focus on details
Ability to successfully multi-task while working independently and within a
group environment
Proven ability to work in a deadline-driven environment and handle multiple
projects simultaneously
Capable of effectively managing a team of tax professionals and delegating
work assignments as needed
Capacity to build and maintain strong relationships with firm and client
personnel and the ability to successfully interact with professionals at