Tax Manager, Business Incentives Group (FDII) jobs in United States
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BDO USA · 17 hours ago

Tax Manager, Business Incentives Group (FDII)

BDO USA is a leading accounting and advisory organization, and they are seeking a Tax Manager for their Business Incentives Group. The role involves helping clients with tax positions, compliance, and consulting while supervising junior staff and driving business development initiatives.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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
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
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
Effectively represents clients before tax authorities
Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
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
Understands and applies industry and firm FAS 109 and FIN48 standards
Recognizes, measures, and documents effectively financial benefit of BIG positions
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
Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements
Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas
Effectively evaluates the performance of STS 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 STS BIG Senior Associates, Associates, and Interns
Acts as Career Advisor to STS BIG Senior Associates and Associates

Qualification

Tax ComplianceTax ConsultingTax ControversyCPA certificationBIG tax consultingMicrosoft OfficeResearch skillsAnalytical skillsTeam managementCommunication skillsOrganizational skills

Required

Bachelor's degree, required
Five (5) or more years of prior experience, required
Prior experience supervising tax consulting professionals, required
Proficient in the use of Microsoft Office, especially Excel and Word
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

Preferred

Degree in accounting, tax, or finance, preferred
Masters degree, preferred
Juris Doctorate (J.D.), preferred
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
CPA certification, preferred
Enrolled Agent, preferred
Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs

Benefits

Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits

Company

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 Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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Company data provided by crunchbase