Tax Manager, Core Tax Services - Corporate/ASC 740 Focus

Job Summary

The Tax Manager, Core Tax Services is responsible for advising clients on the

tax implications of their business objectives, evaluating and selecting

alternative actions to lessen tax burden and cost of compliance, identifying

different methods of complying with tax regulations while acting as the primary

client contact for complex tax issues. In this role, the Manager is charged

with applying knowledge to understand potential tax issues and recognizing and

communicating potential risks and potential changes in the tax policy. In

addition, the Manager will be involved in the marketing, networking, and

business development within an area of expertise and specialization and may be

asked to provide written tax advice to clients.

Job Duties

Tax Compliance

• Ensures both that (a) clients comply with all applicable authorities, while

at the same time minimizing their tax and reporting burdens, and (b) self and

client service teams comply with all Firm policies, standards, and the BDO

Tax Quality Manual (“TQM”)

• Conducts top level review of T/R and resolves all tax issues with client;

involves specialists where appropriate

• Communicates with client and Assurance any issues identified in tax accrual

reviews

• Plans and reviews the tax process and the procedures to be performed to

include

• Budgeting and staffing
• Monitoring engagement process and actual time incurred vs. budget with

assistance of Senior

• Timely billing including management of identified out-of-scope activity

and communication to client

• Timely collection of A/R
• Manages client relationships/expectations in accordance with the project
• Provides advice to clients in a timely manner

Research

• Identifies when research is needed; clearly and concisely frames issues to be

researched; and clearly and concisely reports the analysis

• Applies most Firm and professional standards for preparation of WTA and tax

returns

• Involves firm specialists, as appropriate

ASC 740 (FAS 109 and FIN 48) Tax Accruals

• Correctly and proactively applies Firm policies, standards, and the BDO Tax

Quality Manual (TQM) regarding FAS 109 and FIN 48

• Applies, correctly and proactively, ASC 740, and Firm policies, standards,

and BDO TQM regarding them

• Explains and discusses components of the income tax provision and uncertain

tax positions to the client as well as other complexities surrounding ASC

740

• Communicates with Assurance counterparts to timely plan tax accrual

reviews, including budget, scope and delivery dates

• Utilizes and manages STS, as needed

Tax Consulting

• Assists with developing, recommending, and implementing efficient and

effective methods to maximize client benefits, especially by decreasing

clients’ current and future taxes

• Considers the applicability of CTS and STS consulting specialties for each

client

• Develops and implements a work plan to include/organize the STS assistance

on ongoing projects from client

• Serves as a technical resource
• Ensures client service teams comply with Firm policy; regarding Written Tax

Advice (“WTA”),

• Provides effective assistance with exam support
• Frames projects and issues for effective delegation to seniors and

associates

Tax Specialization

• Develops an in-depth understanding of the technical and practical issues and

opportunities regarding one or more areas of taxation, e.g., individual,

corporate, property, sales, corporate, pass-through, state and local,

international, expatriate, transfer pricing, credits and incentives,

compensation and benefits, accounting methods, R&D tax benefits

• May be required to organize and conduct effective internal CPE training

sessions in area of specialization, involving Firm specialists

Strategy Development

• Introduces and develops new or improved ideas to improve the position of

clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or

providing non-tax benefits

• Reviews studies of tax implications and offers clients alternative courses

of action

• Identifies and leverages lessons learned on prior projects, and offers

input on how to improve processes and methods

• Other duties as required

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review

comments

• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior

associates

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelors degree, required; major in Accounting, Finance, Economics or

Statistics, preferred

• Masters in Accountancy or Taxation, preferred

Experience

• Five (5) or more years of prior relevant tax experience and/or public

accounting, private industry accounting or consulting/professional services

experience, required

• Prior supervisory experience, required
• Industry expertise in one or more tax specialty, preferred

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or

Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of

these designations), required

• Possession of other professional degrees or certifications applicable to

role, preferred

Software

• Proficient with the Microsoft Office Suite, preferred
• Experience with tax research databases and tax compliance process software,

preferred

Language

• N/A

Other Knowledge, Skills & Abilities

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as

decision-making skills

• Capacity to work well in a team environment
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for

preparation and presentation of issues and resolutions to clients

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.

California Range: $112,000 - $150,000

Colorado Range: $104,500 - $115,500

Illinois Range: $105,000 - $130,000

Maryland Range: $113,000 - $120,000

Massachusetts Range: $120,000 - $127,000

Minnesota Range: $90,000 - $120,000

New Jersey Range: $115,000 - $140,000

Ohio Range: $105,000 - $150,000

NYC/Long Island/Westchester Range: $125,000 - $150,000

Washington Range: $107,400 - $126,900

Washington DC Range: $120,000 - $140,000

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

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*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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