Tax Managing Director, Business Incentives Group (TCM)

Job Summary

A Business Incentives Group Managing Director is responsible for providing

written tax advice to clients, evaluating, and recommending alternate courses of

action to lessen tax burden and cost of compliance, recognizing potential tax

risks and identifying potential changes in tax policy and regulations. In this

role, the Tax Managing Director, Business Incentives Group will be charged with

marketing, networking and business development within his/her area of experience

and specialization and maintaining and expanding key client relationships.

Additionally, the Tax Managing Director, Business Incentives Group is a

critical part of the office’s / region’s Tax Services leadership team and in

this capacity will act as source for guidance on complex tax questions and

issues.

Job Duties

• Research
• Identifies all situations when research is necessary and conducts

appropriate investigation on identified topics

• Analyzes researched facts and the sources utilized
• Prepares studies of tax implications and outlines alternative courses of

action to clients

• Develops comprehensive sales Talking Points document for marketing and

sales opportunities

• Tax Compliance
• Ensures clients comply with applicable authorities while identifying

options for minimizing the client’s tax and reporting burdens

• Identifies “gray areas” and recognizes related risk potential for

contingent tax liabilities

• Completes pro forma Forms 6765 and related state forms
• Ensure tax engagement letters are adopted prior to engagement work

commencing

• Communicates with appropriate clients, Core Tax Services and Assurance

personnel regarding any issued during reviews

• Tax Consulting
• Develops, recommends and implements standard tax methods to provide clients

with maximum tax benefits related to current and future tax obligations

• Identifies and assists in maximizing all potential BIG credit, deduction

and other federal and state opportunities legally available to clients

• Handles inquiries from federal and state agencies regarding all tax issues

and questions

• Drafts responses to examiner questions and challenges
• Monitors implementations of workplans for tax consulting projects
• Provides assistance with protests at the appeals level
• Provides recommended solutions by combining tax knowledge and knowledge of

business / industry

• Tax Controversy
• Represents clients before any tax authority on contested issues
• Responds to all questions from federal or state agencies
• Tax Related Software
• Utilizes Caseware, GoSystems, tax research databases and other tax-related

software in the completion of assigned tasks

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

and opportunities regarding BIG tax benefits

• Acts as industry expert in BIG
• Identifies cross-selling opportunities with other tax specializations
• Manages BIG services provided to assigned clients
• Develops tools and/or improvements allowing for enhance the efficiency or

services of the BIG practice

• ASC740-10
• Understands and applies industry standards, along with firm policies and

BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48

• Recognizes, measures and documents financial benefits to clients
• Strategy Development
• Develops new or improved ideas to advance the position of clients, the firm

or firm personnel through reduction in taxes or expenses or offering of

non-tax benefits

• Researches and implements new tax strategies
• Leads marketing campaigns and external BIG initiatives
• Other duties as required

Supervisory Responsibilities

• Supervises the day-to-day work of BIG Managers, Senior Associates and

Associates on assigned engagements and reviews work product

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

on all relevant tax issues and software

• Evaluates and works effectively to enhance the performance of BIG Managers,

Senior Associates and Associates and assists in the development of their

professional goals and objectives

• Delivers frequent unofficial and periodic official performance feedback and

completes performance evaluations for BIG Managers, Senior Associates,

Associates and Interns

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

appropriate

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor’s degree in Accounting, required
• Master’s degree in Taxation, preferred
• Juris Doctorate (J.D.), preferred

Experience

• Ten (10) or more years of prior experience in Research & Development tax

consulting, required

• Prior experience supervising tax professionals on a project or engagement

basis, required

• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations and partnerships,

preferred

License/Certifications

• CPA certification or other relevant certification, preferred

Software

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

GoSystems, and other comparable programs

Language

• N/A

Other Knowledge, Skills & Abilities

• 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 or within a

group environment

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

projects simultaneously

• Capable of effective managing a team of tax professionals and delegating work

assignments as needed

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

personnel

• Ability to encourage team environment on engagements and contribute to the

professional development of assigned personnel

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

engagements

• Ability to successfully interact with professionals at all levels
• Advanced knowledge of appropriate application of tax standards to ensure

effective and efficient delivery of tax services

• Advanced knowledge of sources of relevant information utilized in tax

filings

• Advanced knowledge and understanding of cause / effect for taxable conditions

on clients and the potential tax issues

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

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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