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BDO USA, LLP

Tax Managing Director, Tax Automation & Innovation

BDO USA, LLP, Chicago, IL, United States

Job Summary:

The Tax Automation & Innovation (Tax AI) Managing Director, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Automation & Innovation Managing Director is responsible for marketing, networking, and business development. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax AI Managing Director is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients' post-implementation, such as on-site or virtual "go-live" or close assistance within new systems. It is expected that there will be some form of attendance, participation in, or presenter role at various conferences and events throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Job Duties:

Tax Consulting

  1. Qualifies viability of prospective clients or projects and identifies opportunities to expand current business and effectively up-sells to clients.
  2. Leverages deep business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions.
  3. Grasps from data to deliverable, an external client's tax function and develops unique strategies aligned with business objectives.
  4. Leads executive level meetings including proposal delivery and solutions workshops or training.
  5. Reviews work plans for tax consulting projects performed for one's clients and ensures adherence to such plans.
  6. Manages client expectations and requirements, navigating difficult conversations with diplomacy.
  7. Reviews client requirements and aids team in designing appropriate solutions and scope for client proposals.
  8. Drafts and finalizes clear and compelling proposals, RFP responses, and business cases.
  9. Leads the establishment of internal standards and processes for the practice.
  10. Communicates complex technical items to target audience so that relevant issues are clearly understood.

Engagement / Project Management

  1. Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once.
  2. Sets strategy, establishes methodology, and determines the appropriate work plan for a given client.
  3. Takes full ownership of risk mitigation and quality assurance.
  4. Understands proper scoping and oversees Tax AI team to ensure client engagement terms are followed.
  5. Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills.
  6. Orchestrates between project teams and client to ensure alignment on project milestones and deliverables.
  7. Constructs comprehensive quantitative and qualitative business cases for clients to justify the investment and commitment of management time coupled with financial and human resources.

Client Service

  1. Identifies client's business requirements and expectations at the beginning of and throughout a project or engagement.
  2. Elevates conversations with client to expand beyond current project to position TAX AI team and BDO as a holistic trusted advisor.
  3. Identifies and appropriately bills for out-of-scope services.
  4. Advises and proactively communicates with clients when complex issues are identified.

Market Presence

  1. Maintains a market-facing perspective and is involved in business development activities, may include local or national level sponsorship events.
  2. Identifies opportunities for BDO to provide services and involves appropriate BDO resources.
  3. Networks internally to source referral opportunities in their market.

Other duties as required

Supervisory Responsibilities:

  1. Manages Tax AI managers and staff in completion of projects.
  2. Acts as Career Advisor, mentoring TAX AI managers and/or staff in their career development.

Qualifications, Knowledge, Skills and Abilities:

Education:

  1. Bachelor's degree, required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred.
  2. Graduate degree, preferred.

Experience:

  1. Ten (10) or more years of experience with technology or tax systems, required.
  2. ASC 740 tax accounting, consulting, or income tax compliance, preferred.
  3. Leadership experience, preferred.

License / Certifications:

  1. Certification in one or more of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps.
  2. CPA certification, preferred.

Software:

  1. Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred.
  2. Experience with one or ideally multiple of the below software / tools, preferred:
    1. Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters.
    2. RPA tools (UiPath, Power Automate, etc.).
    3. ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.).
    4. Visualization tools (Power BI, Tableau, etc.).

Other Knowledge, Skills & Abilities:

  1. Demonstrated ability to work well remotely.
  2. Solid verbal and written communication skills.
  3. Strong people skills, including training/instruction with professionals at all levels and ability to lead a team.
  4. Experience preparing and conducting presentations to clients and potential clients.
  5. Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client.
  6. Demonstrated sound business decision-making skills.
  7. An advanced understanding of tax accounting and/or solution development concepts.
  8. An advanced knowledge and skill level in engagement management including project management skills and administrative tasks.
  9. Ability to lead practice initiatives independently.
  10. Ability to travel 15-30% of the time.

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.

National Range: $157,500 - $420,000

Maryland Range: $157,500 - $420,000

NYC/Long Island/Westchester Range: $157,500 - $420,000

Washington DC Range: $157,500 - $420,000

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