Tax Manager, Core Tax Services
Houston, TX, United States and 3 more
Job Description
Job Summary:
The Tax Manager, Core Tax Services 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, the 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 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 Firm 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 Firm 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 Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
Applies, correctly and proactively, ASC 740-10, and Firm 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 Firm 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 Firm specialists
Strategy Development:
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm 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; major in Accounting, Finance, Economics or Statistics, preferred
Masters in Accountancy or Taxation, preferred
Experience:
Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Prior supervisory experience, required
Industry expertise in one or more tax specialty, preferred
License/Certifications:
CPA certification, Attorney (admitted to practice in a . 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 ,000
Colorado Range: $105,000 - $120,000
Illinois Range: $105,000 - $130,000
Maryland Range: $111,000 - $122,000
Minnesota Range: $90,000 - $120,000
NYC/Long Island/Westchester Range: $120,000 - $150,000
Washington Range: $107,400 - $126,900
Washington DC Range: $123,000 - $139,000
About Us
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our . team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
Job Info
Job Identification 7908
Job Category Generalist
Posting Date 02/04/2025, 08:34 AM
Apply Before 02/04/2026, 08:34 AM
Job Schedule Full time
Locations 2929 Allen Parkway, Houston, TX, 77019, US 301 Commerce St, Fort Worth, TX, 76102, US 515 Congress Ave, Austin, TX, 78701, US 23 600 North Pearl, Dallas, TX, 75201, US
