Manager, Business Incentives Group

BDO USA; New York (NY); On-site; USD 79,800 - 168,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Opportunities for advancement

Flexible working environment

Job summary

A leading tax consulting firm in New York seeks a Tax Manager for their Business Incentives Group. In this role, you will help clients with tax positions, compliance, and representation before tax authorities. The ideal candidate will hold a Bachelor’s degree, have five or more years in tax consulting, and be proficient in Microsoft Office and tax software. This position offers a competitive salary range and significant opportunities for personal development.

Qualifications

• Five or more years of experience required in tax consulting.
• Prior experience supervising tax professionals is required.
• CPA certification and/or Enrolled Agent preferred.

Responsibilities

• Research and identify tax positions for clients.
• Ensure compliance with applicable tax authorities.
• Represent clients before tax authorities.

Skills

Tax compliance

Research

Analytical skills

Communication

Team management

Education

Bachelor’s degree

Master’s degree

Juris Doctorate (J.D.)

Tools

Microsoft Office (Excel, Word)

Tax-related software

Job description

Overview

JOB DESCRIPTION A Tax Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

Job Summary A Tax Manager, Business Incentives Group (BIG) in BDO’s Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

Salary information is provided later in the description. National Range: $79,800 - $168,000; Maryland Range: $79,800 - $168,000; NYC/Long Island/Westchester Range: $79,800 - $168,000; Washington DC Range: $79,800 - $168,000.

Job Duties

• Research
• 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

• Tax Compliance
• 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

• Tax Consulting
• 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

• Tax Controversy
• Effectively represents clients before tax authorities
• Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
• Tax Specialization
• 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

• ASC 740-10
• Understands and applies industry and firm FAS 109 and FIN48 standards
• Recognizes, measures, and documents effectively financial benefit of BIG positions

• Strategy Development
• 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

• Other duties as required

Supervisory Responsibilities

• 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

Education and Qualifications

• Bachelor’s degree, required
• Degree in accounting, tax, or finance, preferred
• Masters degree, preferred
• Juris Doctorate (J.D.), preferred

• Five (5) or more years of prior experience, required
• Prior experience supervising tax consulting professionals, required
• 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

• Proficient in the use of Microsoft Office, especially Excel and Word
• Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs

• 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

Notice: Salaries are determined after consideration of qualifications, experience, skills, and geography.

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

BDO is an ESOP company. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and 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.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. Our focus includes welcoming diverse perspectives, empowering team members, and delivering value to clients and communities. Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.