Managing Director, Business Incentives Group (TCM)

Full-time

No

H1: Managing Director, Business Incentives Group at BDO
H2: Job Description:
Managing Director, Business Incentives Group (TCM)
Greenville, SC, United States

Job Summary:

- 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
- Marketing, networking, and business development within area of experience and specialization
- Maintaining and expanding key client relationships
- Part of office/region's Tax Services leadership team
- Source for guidance on complex tax questions and issues

Job Duties:

Research:
- Identifies situations requiring research and conducts appropriate investigation
- Analyzes researched facts and sources utilized
- Prepares studies of tax implications and outlines alternative courses of action for clients
- Develops sales Talking Points document for marketing and sales opportunities

Tax Compliance:
- Ensures compliance with applicable authorities while identifying options for minimizing tax and reporting burdens
- Identifies "gray areas" and related risk potential for contingent tax liabilities
- Completes pro forma Forms 6765 and related state forms
- Communicates with appropriate clients, Core Tax Services, and Assurance personnel
- Ensures tax engagement letters are adopted before work begins

Tax Consulting:
- Develops and implements standard tax methods for maximum tax benefits
- Identifies and assists in maximizing all potential BIG credit, deduction, and other federal and state opportunities
- Handles inquiries and drafts responses to examiner questions and challenges
- Monitors implementation of workplans and provides assistance with protests at the appeals level
- Combines tax knowledge with business/industry knowledge to provide recommended solutions

Tax Controversy:
- Represents clients before any tax authority on contested issues
- Responds to questions from federal or state agencies

Tax Related Software:
- Utilizes Caseware, GoSystems, and other tax-related software and research databases
- Completes assigned tasks

Tax Specialization:
- Develops in-depth understanding of 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 for assigned clients
- Develops tools and/or improvements to enhance efficiency of BIG practice

ASC740-10:
- Understands and applies industry standards and firm policies
- Recognizes, measures, and documents financial benefits to clients

Strategy Development:
- Develops new or improved ideas to advance clients, the firm, or firm personnel
- Researches and implements new tax strategies
- Leads marketing campaigns and external BIG initiatives

Supervisory Responsibilities:
- Supervises STS BIG Managers, Senior Associates, and Associates
- Ensures training on tax issues and software
- Evaluates and enhances performance and assists in professional development
- Provides feedback and completes performance evaluations
- Acts as Career Advisor

Qualifications, Knowledge, Skills, and Abilities:

Education:
- Bachelor's degree in Accounting, required
- Master's degree in Taxation, preferred
- Juris Doctorate (.), preferred

Experience:
- 10+ years of experience in Research & Development tax consulting, required
- Prior experience supervising tax professionals, required
- Prior experience with tax provisions and corporate taxation, preferred

License/Certifications:
- CPA certification or other relevant certification, preferred

Software:
- Proficient in Microsoft Office Suite, especially Excel and Word
- Experience with tax-related software and research databases

Other Knowledge, Skills, & Abilities:
- Excellent communication and analytical skills
- Strong organizational skills and ability to meet deadlines
- Ability to multitask and work independently or in a group
- Able to manage a team and delegate tasks
- Build and maintain relationships with internal and client personnel
- Encourage teamwork and contribute to professional development
- Executive presence and ability to act as primary ,000
- NYC/Long Island/Westchester Range: $150,000 - $400,000

Company Information:
- BDO
- First large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP)
- Qualified retirement plan offering beneficial ownership and opportunity for financial growth
- Committed to delivering exceptional experiences and making meaningful connections
- Focus on resilience and sustainability
- Equal Opportunity Employer

About Us:
- BDO
- More than a career, a place where work is impactful and individuality is valued
- Flexibility and opportunities for advancement
- Culture centered around making meaningful connections, curiosity, and making a positive difference
- Purpose of helping people thrive every day
- Delivering exceptional and sustainable outcomes and value
- ESOP company, sharing financial growth with . team
- Assurance, tax, and advisory services for diverse range of clients
- Global organization with presence in over 160 countries

H1: Join BDO and Make a Difference
H2: About BDO:
- More than just a career
- Place where work is impactful and individuality is valued
- Flexibility and opportunities for advancement
- Culture centered around meaningful connections, curiosity, and making a positive difference
- Purpose of helping people thrive every day
- Delivering exceptional and sustainable outcomes and value
- ESOP company, sharing financial growth with . team
- Assurance, tax, and advisory services for diverse range of clients
- Global organization with presence in over 160 countries

H2: Salary Information:
- National Range: $150,000 - $400,000
- NYC/Long Island/Westchester Range: $150,000 - $400,000

H2: Qualifications and Experience:
-

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 practice
asc740-10
understands and applies industry standards, along with firm policies and bdo tax quality manual requirements as they relate to fas 109 and fin48
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 sts big managers, senior associates and associates on assigned engagements and reviews work product
ensures sts big managers, senior associates, associates and interns are trained on all relevant tax issues and software
evaluates and works effectively to enhance the performance of sts big managers, senior associates and associates and assists in the development of their professional goals and objectives
delivers frequent unofficial and periodic official performance feedback and completes performance evaluations for sts big managers, senior associates, associates and interns
acts as career advisor to sts big managers, senior associates and associates, as appropriate

qualifications, knowledge, skills and abilities:

education:

bachelor’s degree in accounting, required
master’s degree in taxation, preferred
juris doctorate (j. ), preferred

experience:

ten (10) or more years of prior experience in research & development tax consulting, required
prior experience supervising tax professionals on a project or engagement basis, required
prior experience preparing and/or reviewing tax provisions, preferred
prior experience with corporate taxation, consolidations and partnerships, preferred

license/certifications:

cpa certification or other relevant certification, preferred

software:

proficient in the use of microsoft office suite, specifically excel and word
experience with tax related software and research databases such as caseware, gosystems, and other comparable programs

language:

n/a

other knowledge, skills & abilities:

excellent verbal 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 or within a group environment
proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
capable of effective managing a team of tax professionals and delegating work assignments as needed
ability to build and maintain strong relationships with internal and client personnel
ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
executive presence and ability to act as primary contact on assigned engagements
ability to successfully interact with professionals at all levels
advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
advanced knowledge of sources of relevant information utilized in tax filings
advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues



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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