Tax Manager, Core Tax Services

Full-time

No

Tax Manager, Core Tax Services

BDO is one of the leading firms in the country providing assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.

We are seeking a Tax Manager, Core Tax Services for our offices in New York, NY, United States. In this role, the Core Tax Services Manager will be 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.

Job Summary:

The Core Tax Services Manager 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, Core Tax Services 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 Core Tax Services 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.

Job Duties:

Tax Compliance:
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Company policies, standards, and the BDO Tax Quality Manual (“TQM”)
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates with client and Assurance any issues identified in tax accrual reviews
Plans and reviews the tax process and the procedures to be performed to include:
Budgeting and staffing
Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
Timely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Research:
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Company and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
ASC 740-10 (FAS 109 and FIN 48) Tax Accruals:
Correctly and proactively applies Company policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Applies, correctly and proactively, ASC 740-10, and Company policies, standards, and BDO TQM regarding them
Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10
Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
Utilizes and manages STS, as needed
Tax Consulting:
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Considers the applicability of CTS and STS consulting specialties for each client
Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
Serves as a technical resource
Ensures client service teams comply with Company policy; regarding Written Tax Advice (“WTA”),
Provides effective assistance with exam support
Frames projects and issues for effective delegation to seniors and associates
Tax Specialization:
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, ., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Company specialists
Strategy Development:
Introduces and develops new or improved ideas to improve the position of clients, the Company, or Company personnel, ., 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
Other duties as required

Supervisory Responsibilities:

Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all 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

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelors degree, required

tax manager, core tax services
new york, ny, united states
job description

job summary:

the core tax services manager 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. jurisdiction), or internal revenue service enrolled agent (“ea”) (or the equivalent of one of these designations), required
possession of other professional degrees or certifications applicable to role, preferred

software:

proficient with the microsoft office suite, preferred
experience with tax research databases and tax compliance process software, preferred

language:

n/a

other knowledge, skills & abilities:

superior verbal and written communication skills
ability to effectively delegate work as needed
strong analytical, research and critical thinking skills as well as decision-making skills
capacity to work well in a team environment
capable of developing and managing a team of tax professionals
ability to compose written tax advice
capable of effectively developing and maintaining client relationships
executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients





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

Legal