BDO USA · 2 days ago
Tax Manager, Core Tax Services
Costa Mesa, CA
Full-time
Onsite
Senior Level
$112K/yr - $150K/yr
5+ years expBDO USA is a leading accounting and advisory firm, and they are seeking a Tax Manager for their Core Tax Services team. The Tax Manager will advise clients on tax implications, oversee compliance, manage client relationships, and provide strategic tax consulting while supervising junior staff.
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
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
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
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
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
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
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
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
Qualification
Required
Bachelors degree
Five (5) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience
Prior supervisory experience
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)
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
major in Accounting, Finance, Economics or Statistics
Masters in Accountancy or Taxation
Industry expertise in one or more tax specialty
Possession of other professional degrees or certifications applicable to role
Proficient with the Microsoft Office Suite
Experience with tax research databases and tax compliance process software
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
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
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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