Tax Senior Manager, Business Incentives Group

Job Summary

A Tax Senior Manager, Business Incentives Group (BIG) 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 BIG

leadership team and actively participates in the marketing and business

development of the BIG practice. In addition, the 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 benefits

• Identifies client opportunities and issues having to do with tax

specializations other than BIG

• Tax Consulting
• Develops, recommends, and implements solutions to provide clients maximum

tax benefits

• Stays informed of new legal and factual developments affecting clients’ BIG

tax positions and identifies and communicates to partners effective

approaches to optimize these positions

• Identifies process improvements regarding, e.g., the processes of

identifying, documenting, and supporting BIG benefits on exam and at

appeals

• Identifies non-BIG tax and business opportunities for clients and

prospects

• Tax Controversy
• Effectively represents clients before tax authorities
• Responds 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 standards
• Recognizes, measures, and documents effectively financial benefit of BIG

positions

• Research
• Identifies complex situations where research is necessary provides an

outline of the issue (s) and conducts appropriate investigation on

identified topics

• Confirms accuracy of facts and sources where appropriate prior to composing

a detailed report of research findings

• Prepares studies of tax implications and outlines alternative courses of

action to clients

• Composes effective research memos in support of projects / transactions
• Develops effective presentations for marketing and sales opportunities
• Tax Compliance
• Ensures clients comply with applicable authorities
• Identifies options for minimizing client tax and reporting burdens
• Identifies “gray areas” and recognizes and communicates to partners related

risks

• Conducts detailed reviews of appropriate work papers and tax returns forms

to identify basic, complex and advanced issues

• Ensures firm risk management and tax quality control standards and

protocols are met

• Communicates 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 personnel

• Suggests marketing approaches for new client acquisition
• Other duties as required

Supervisory Responsibilities

• Effectively supervises and reviews the day-to-day work of BIG Managers,

Senior Associates, Associates, and Interns

• Ensures BIG Managers, Senior Associates, Associates, and Interns are well

trained in all required areas

• Effectively evaluates the performance of BIG Managers, Senior Associates,

Associates, and Interns and assists in the development of goals and

objectives to enhance their professional development

• Delivers periodic performance feedback and completes constructive performance

evaluations for BIG Managers, Senior Associates, Associates, and Interns

• Acts as Career Advisor to BIG Managers, Senior Associates, Associates, and

Interns

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor’s degree, required
• Degree in accounting, tax, or finance, preferred

Experience

• Seven (7) or more years of prior experience, required
• Six (6) or more years’ experience in BIG tax consulting, required
• Prior experience supervising tax consulting professionals, required
• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations, and partnerships,

preferred

License/Certifications

• CPA, preferred

Software

• Proficient in the use of Microsoft Office, especially Excel and Word
• Experience with tax related software and research databases such as Caseware,

GoSystems, and other comparable programs

Other Knowledge, Skills & Abilities

• Knowledge, skills, and abilities in the BIG tax area commensurate with the

level of experience required above

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills, especially ability to meet project deadlines

with a focus on details

• Ability to successfully multi-task while working independently and within a

group environment

• Proven ability to work in a deadline-driven environment and handle multiple

projects simultaneously

• Ability to effectively manage a team of tax professionals and delegating work

assignments as needed

• Ability to build and maintain strong relationships with firm and client

personnel and the ability to successfully interact with professionals at all

levels

• Ability to cultivate a positive team environment on engagements and

contribute to the professional development of team personnel

• Executive presence and ability to act as primary contact on assigned

engagements

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: $99,750 - $262,500

Maryland Range: $99,750 - $262,500

NYC/Long Island/Westchester Range: $99,750 - $262,500

Washington DC Range: $99,750 - $262,500

At BDO, how we show up matters. We build strong relationships by supporting one

another, our clients, and our communities with care, curiosity, and a commitment

to helping one another grow and succeed. Here, you’ll find meaningful work,

leaders invested in your success, and opportunities to build a career around

what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and

achieve what matters most. Our values guide how we bring that purpose to life

each day. Together, they shape how we work with one another, serve our clients,

and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S.

and around the world. No matter your role, you’ll be part of a team helping

clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s

success through beneficial ownership and a unique opportunity to enhance their

financial well-being. As a qualified retirement plan, the ESOP is a meaningful

addition to our comprehensive compensation and Total Rewards benefits*

offerings. It also reinforces an ownership mindset that strengthens our

connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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