Tax Manager, Tax Automation & Innovation

Full-time

No

Job Shift Day
Job ID 4977

The Tax Manager, Tax Automation & Innovation at BDO is responsible for collaborating with clients and team members to implement tax automation tools. This role also involves marketing, networking and business development as directed. The Tax Manager, Tax Automation & Innovation will assess client tax departments and determine the best areas in need of automation across tax data, process, technology, and workforce. They may work on client engagements to optimize or implement existing tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax Manager, Tax Automation & Innovation is also responsible for running engagements from proposal and scoping to overseeing design, building, testing, and deployment, as well as providing ongoing maintenance and consulting support to clients post-implementation. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams and supporting the development of new internal tax solutions or providing consulting and training on existing internal tax processes, technologies, and applications.

Salary Information:

- National Range: $76,000 - $160,000
- NYC/Long Island/Westchester Range: $76,000 - $160,000

Job Title:

- Tax Manager, Tax Automation & Innovation

Experience Information:

- Five (5) or more years of experience with technology or tax systems, required
- ASC 740 tax accounting, consulting, or income tax compliance, preferred
- Leadership experience, preferred

Responsibilities:

- Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
- Understands the full picture of a clients tax functions and develops unique strategies aligned with business objectives
- Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training
- Assists in managing client expectations and requirements
- Gathers client requirements, estimates fees, and prepares high level scoping and proposed solutions for client proposals
- Drafts clear and compelling proposals and business cases
- Identifies opportunities to streamline internal standards and processes for the practice
- Communicates complex technical items to target audiences so that relevant issues are clearly understood
- Demonstrates advanced project and process management skills; can effectively manage multiple large scale, complex projects at once
- Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership
- Takes ownership of risk mitigation and quality assurance, with support from leadership
- Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
- Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
- Collaborates with project teams and clients to understand the big picture when developing and implementing projects
- Can construct a comprehensive quantitative and qualitative business case for clients to justify the investment and commitment of management time coupled with financial and human resources
- Clearly identifies clients business requirements and expectations at the beginning of a project or engagement and communicates to staff
- Communicates status to the clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable
- Helps clients navigate complex issues
- Schedules and manages the workload of Associates and Senior Associates
- Reviews work prepared by Associates and Senior Associates and provides review comments

Qualifications:

- Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
- Graduate degree, preferred
- Currently holds one (1) or more of the following certifications, required: CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification
- Alteryx, RPA, Mircrosoft Power Apps or other analytics software certification required
- Proficient in Microsoft Excel, required
- Advanced Microsoft Excel skills, preferred
- Experience with one or more of the below software / tools, preferred: Systems such as Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax, RPA tools (UiPath, PowerAutomate, etc.), ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.), Visualization tools (Power BI, Tableau, etc.)
- Ability to work well remotely
- Solid verbal and written communication skills
- Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
- Ability to prepare and conduct presentations to clients and potential clients
- Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
- Demonstrated sound decision-making skills
- A demonstrated proficiency in tax accounting and/or solution development concepts
- An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
- Ability to complete projects independently
- Ability to travel 10-25% of the time

About BDO:

- BDO is a leading accounting and advisory organization
- BDO is proud to be an ESOP company, reflecting a culture that puts people first
- BDO professionals provide assurance, tax and advisory services for clients in the . and in over 160 countries through our global organization
- BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives and helping companies take business as usual to better than usual
- BDO values diversity, empowers team members to explore their full potential, and celebrates ingenuity and innovation to transform our business and help our clients transform theirs
- BDO is focused on resilience and sustainability to positively impact our people, clients, and communities

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language:

n/a

other knowledge, skills, & abilities:

demonstrated ability to work well remotely
solid verbal and written communication skills
strong people skills, including training/instruction with professionals at all levels and ability to work in a team
ability to prepare and conduct presentations to clients and potential clients
executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
demonstrated sound decision-making skills
a demonstrated proficiency in tax accounting and/or solution development concepts
an advanced knowledge and skill level in engagement management including project management skills and administrative tasks
ability to complete projects independently
ability to travel 10-25% of the time



individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography

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