BDO USA, LLP
Manager, Business Incentives Group (TCM)
BDO USA, LLP, Dallas, Texas, United States, 75215
Job Summary:A Tax Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty's area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.Job Duties:Research
Identifies all situations where research is necessary and conducts appropriate investigation on identified topicsConfirms accuracy of facts and sources where appropriatePrepares 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 risksCompletes accurately appropriate workpapers and tax returns formsEnsures 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
Tax Consulting
Develops, 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 and assists in maximizing all potential BIG tax benefitsIdentifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy
Effectively represents clients before tax authoritiesResponds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questionsDevelops 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 BIG
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standardsRecognizes, measures, and documents effectively financial benefit of BIG positions
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 Senior Associates and Associates on assigned engagementsEnsures STS BIG Senior Associates, Associates, and Interns are well trained in all required areasEffectively evaluates the performance of STS BIG Senior Associates and Associates 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 Senior Associates, Associates, and InternsActs as Career Advisor to STS BIG Senior Associates and AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, requiredDegree in accounting, tax, or finance, preferredMasters degree, preferredJuris Doctorate (J.D.), preferredExperience:Five (5) or more years of prior experience, requiredPrior experience supervising tax consulting professionals, requiredExperience in accounting, tax, or finance, preferredPrior experience in BIG tax consulting, preferredPrior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations, and partnerships, preferredLicense/Certifications:CPA certification, preferredEnrolled Agent, 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 oral 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 simultaneouslyCapable of effectively managing a team of tax professionals and delegating work assignments as neededCapacity 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.National Range: $79,800 - $168,000Maryland Range:
$79,800 - $168,000NYC/Long Island/Westchester Range: $79,800 - $168,000Washington DC Range: $79,800 - $168,000
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Identifies all situations where research is necessary and conducts appropriate investigation on identified topicsConfirms accuracy of facts and sources where appropriatePrepares 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 risksCompletes accurately appropriate workpapers and tax returns formsEnsures 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
Tax Consulting
Develops, 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 and assists in maximizing all potential BIG tax benefitsIdentifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
Tax Controversy
Effectively represents clients before tax authoritiesResponds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questionsDevelops 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 BIG
ASC 740-10
Understands and applies industry and firm FAS 109 and FIN48 standardsRecognizes, measures, and documents effectively financial benefit of BIG positions
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 Senior Associates and Associates on assigned engagementsEnsures STS BIG Senior Associates, Associates, and Interns are well trained in all required areasEffectively evaluates the performance of STS BIG Senior Associates and Associates 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 Senior Associates, Associates, and InternsActs as Career Advisor to STS BIG Senior Associates and AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, requiredDegree in accounting, tax, or finance, preferredMasters degree, preferredJuris Doctorate (J.D.), preferredExperience:Five (5) or more years of prior experience, requiredPrior experience supervising tax consulting professionals, requiredExperience in accounting, tax, or finance, preferredPrior experience in BIG tax consulting, preferredPrior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations, and partnerships, preferredLicense/Certifications:CPA certification, preferredEnrolled Agent, 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 oral 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 simultaneouslyCapable of effectively managing a team of tax professionals and delegating work assignments as neededCapacity 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.National Range: $79,800 - $168,000Maryland Range:
$79,800 - $168,000NYC/Long Island/Westchester Range: $79,800 - $168,000Washington DC Range: $79,800 - $168,000
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