BDO USA · 2 days ago
Tax Experienced Manager, Core Tax Services
BDO USA is a leading accounting and advisory organization, and they are seeking a Tax Experienced Manager for their Core Tax Services. The role involves advising clients on tax implications, ensuring compliance, managing client relationships, and participating in business development efforts.
AccountingConsultingFinancial Services
Responsibilities
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
May plan for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Manages client relationships/expectation sin accordance with the project
Provides advice to the clients in a timely manner
Plan and review 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
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
Involves firm specialists, as appropriate
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
Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them
Reviews tax provisions –applies in-depth knowledge of ASC 740 if applicable to practice work
May review prepared workpapers
Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Maximizes client benefits, especially by decreasing client taxes, while managing risk
Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate
Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted
Manages written or phone inquiries from federal and state agencies with little or no assistance
May provide effective assistance with protests at the appeals level
Implements applicable Firm strategies
Manages client expectations
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, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
May train and mentor managers/seniors/associates on specialization areas
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
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May present complex strategies to clients and prospective clients
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
May act as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Qualification
Required
Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Six (6) 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
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
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
Preferred
Masters in Accountancy or Taxation, preferred
Industry expertise in one or more tax specialty, preferred
Possession of other professional degrees or certifications applicable to role, preferred
Proficient with the Microsoft Office Suite, preferred
Experience with tax research databases and tax compliance process software, preferred
Benefits
Flexibility and opportunities for advancement
Employee Stock Ownership Plan (ESOP)
Annual allocation to the ESOP is fully funded by BDO through investments in company stock
Grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
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