Tax Manager, Business Incentives Group
Role description
From the employerJob Summary
A Tax Manager, Business Incentives Group (BIG) 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
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 topics
- Confirms accuracy of facts and sources where appropriate
- 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
- Completes accurately appropriate workpapers and tax returns forms
- 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
- 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 and assists in maximizing all potential BIG tax benefits
- Identifies 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 authorities
- Responds effectively to inquiries from federal and state tax authorities
regarding BIG tax issues and questions
- Tax Specialization
- 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
- ASC 740-10
- Understands and applies industry and firm FAS 109 and FIN48 standards
- Recognizes, 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 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 Senior
Associates and Associates on assigned engagements
- Ensures BIG Senior Associates, Associates, and Interns are well trained in
all required areas
- Effectively evaluates the performance of BIG Senior Associates and Associates
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 Senior Associates, Associates, and Interns
- Acts as Career Advisor to BIG Senior Associates and Associates
Qualifications, Knowledge, Skills and Abilities
Education
- Bachelor’s degree, required
- Degree in accounting, tax, or finance, preferred
- Masters degree, preferred
- Juris Doctorate (J.D.), preferred
Experience
- Five (5) or more years of prior experience, required
- Prior experience supervising tax consulting professionals, required
- Experience in accounting, tax, or finance, preferred
- Prior experience in BIG tax consulting, preferred
- Prior experience preparing and/or reviewing tax provisions, preferred
- Prior experience with corporate taxation, consolidations, and partnerships,
preferred
License/Certifications
- CPA certification, preferred
- Enrolled Agent, 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 oral 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
- Capable of effectively managing a team of tax professionals and delegating
work assignments as needed
- Capacity 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: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
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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