BDO USA, LLP
Senior Manager, Business Incentives Group
BDO USA, LLP, New York, New York, us, 10261
Job Summary:A Tax Senior Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the STS BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the STS BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.Job Duties:Tax Specialization
Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsIdentifies client opportunities and issues having to do with tax specializations other than BIGTax ConsultingDevelops, recommends, and implements solutions to provide clients maximum tax benefitsStays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positionsIdentifies process improvements regarding the processes of identifying, documenting, and supporting BIG benefits on exam and at appealsIdentifies non-BIG tax and business opportunities for clients and prospects
Tax Controversy
Effectively represents clients before tax authoritiesResponds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standardsRecognizes, measures, and documents effectively financial benefit of BIG positionsResearchIdentifies complex situations where research is necessary, provides an outline of the issue(s), and conducts appropriate investigation on identified topicsConfirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findingsPrepares studies of tax implications and outlines alternative courses of action to clientsComposes effective research memos in support of projects/transactionsDevelops effective presentations for marketing and sales opportunities
Tax Compliance
Ensures clients comply with applicable authoritiesIdentifies options for minimizing client tax and reporting burdensIdentifies "gray areas" and recognizes and communicates to partners related risksConducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex, and advanced issuesEnsures firm risk management and tax quality control standards and protocols are metCommunicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
Strategy Development
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnelSuggests marketing approaches for new client acquisition
Other duties as requiredSupervisory Responsibilities:Effectively supervises and reviews the day-to-day work of STS BIG Managers, Senior Associates, Associates, and InternsEnsures STS BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areasEffectively evaluates the performance of STS BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional developmentDelivers periodic performance feedback and completes constructive performance evaluations for STS BIG Managers, Senior Associates, Associates, and InternsActs as Career Advisor to STS BIG Managers, Senior Associates, Associates, and InternsQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, requiredDegree in accounting, tax, or finance, preferredExperience:Seven (7) or more years of prior experience, requiredSix (6) or more years' experience in BIG tax consulting, requiredPrior experience supervising tax consulting professionals, requiredPrior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations, and partnerships, preferredLicense/Certifications:CPA, preferredSoftware:Proficient in the use of Microsoft Office, especially Excel and WordExperience with tax related software and research databases such as Caseware, GoSystems, and other comparable programsOther Knowledge, Skills & Abilities:Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required aboveExcellent verbal and written communication skillsSuperior analytical and research skillsSolid organizational skills, especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently and within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneouslyAbility to effectively manage a team of tax professionals and delegating work assignments as neededAbility to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levelsAbility to cultivate a positive team environment on engagements and contribute to the professional development of team personnelExecutive presence and ability to act as primary contact on assigned engagementsIndividual 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.Range: $95,000 - $250,000NYC/Long Island/Westchester Range: $95,000 - $250,000
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Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsIdentifies client opportunities and issues having to do with tax specializations other than BIGTax ConsultingDevelops, recommends, and implements solutions to provide clients maximum tax benefitsStays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positionsIdentifies process improvements regarding the processes of identifying, documenting, and supporting BIG benefits on exam and at appealsIdentifies non-BIG tax and business opportunities for clients and prospects
Tax Controversy
Effectively represents clients before tax authoritiesResponds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standardsRecognizes, measures, and documents effectively financial benefit of BIG positionsResearchIdentifies complex situations where research is necessary, provides an outline of the issue(s), and conducts appropriate investigation on identified topicsConfirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findingsPrepares studies of tax implications and outlines alternative courses of action to clientsComposes effective research memos in support of projects/transactionsDevelops effective presentations for marketing and sales opportunities
Tax Compliance
Ensures clients comply with applicable authoritiesIdentifies options for minimizing client tax and reporting burdensIdentifies "gray areas" and recognizes and communicates to partners related risksConducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex, and advanced issuesEnsures firm risk management and tax quality control standards and protocols are metCommunicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
Strategy Development
Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnelSuggests marketing approaches for new client acquisition
Other duties as requiredSupervisory Responsibilities:Effectively supervises and reviews the day-to-day work of STS BIG Managers, Senior Associates, Associates, and InternsEnsures STS BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areasEffectively evaluates the performance of STS BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional developmentDelivers periodic performance feedback and completes constructive performance evaluations for STS BIG Managers, Senior Associates, Associates, and InternsActs as Career Advisor to STS BIG Managers, Senior Associates, Associates, and InternsQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, requiredDegree in accounting, tax, or finance, preferredExperience:Seven (7) or more years of prior experience, requiredSix (6) or more years' experience in BIG tax consulting, requiredPrior experience supervising tax consulting professionals, requiredPrior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations, and partnerships, preferredLicense/Certifications:CPA, preferredSoftware:Proficient in the use of Microsoft Office, especially Excel and WordExperience with tax related software and research databases such as Caseware, GoSystems, and other comparable programsOther Knowledge, Skills & Abilities:Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required aboveExcellent verbal and written communication skillsSuperior analytical and research skillsSolid organizational skills, especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently and within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneouslyAbility to effectively manage a team of tax professionals and delegating work assignments as neededAbility to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levelsAbility to cultivate a positive team environment on engagements and contribute to the professional development of team personnelExecutive presence and ability to act as primary contact on assigned engagementsIndividual 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.Range: $95,000 - $250,000NYC/Long Island/Westchester Range: $95,000 - $250,000
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