Senior Manager, Business Incentives Group

BDO USA; San Francisco (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

A leading tax consulting firm in San Francisco is seeking a Tax Senior Manager for their Business Incentives Group (BIG). The role involves helping clients with tax credits and deductions, supervising junior staff, and developing strategies for maximum tax benefits. Responsibilities include overseeing client relationships, effective representation before tax authorities, and ensuring compliance with regulatory standards. Candidates must have significant tax consulting experience, preferably with a CPA designation, and be adept with relevant tax software.

Qualifications

• Seven or more years of prior experience in tax consulting.
• Six or more years in BIG tax consulting.
• Experience supervising tax consulting professionals.

Responsibilities

• Maintains and develops understanding of BIG tax issues.
• Effectively represents clients before tax authorities.
• Develops and implements solutions for maximum tax benefits.

Skills

Excellent verbal and written communication skills

Superior analytical and research skills

Solid organizational skills

Ability to manage a team of tax professionals

Knowledge in BIG tax area

Education

Bachelor’s degree

Degree in accounting, tax, or finance

Tools

Microsoft Office (Excel, Word)

Caseware

GoSystems

Job description

Overview

JOB DESCRIPTION A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.

Job Summary A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.

Job Duties

• Tax Specialization
  • Maintains and 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
  • 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 process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
    • Identifies non-BIG tax and business opportunities for clients and prospects
• Tax Controversy
  • Effectively represents clients before tax authorities
  • Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
• ASC 740-10
  • Understands and applies industry and firm FAS 109 and FIN48 standards
  • Recognizes, measures, and documents effectively financial benefit of BIG positions
• Research
  • Identifies complex situations where research is necessary; provides an outline of the issue(s) and conducts appropriate investigation on identified topics
  • Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings
  • 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
  • Conducts detailed reviews of appropriate work papers and tax return forms to identify basic, complex and advanced issues
  • 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
• 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 BIG Managers, Senior Associates, Associates, and Interns
• Ensures BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas
• Effectively evaluates the performance of BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional development
• Delivers periodic performance feedback and completes constructive performance evaluations for BIG Managers, Senior Associates, Associates, and Interns
• Acts as Career Advisor to BIG Managers, Senior Associates, Associates, and Interns

Education, Experience, Licenses & Certifications

• Bachelor’s degree, required
• Degree in accounting, tax, or finance, preferred
• Seven (7) or more years of prior experience, required
• Six (6) or more years’ experience in BIG tax consulting, required
• Prior experience supervising tax consulting professionals, required
• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations, and partnerships, preferred
• CPA, preferred

Software

• 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

Other Knowledge, Skills & Abilities

• Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above
• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills with ability to meet project deadlines and attention to detail
• Ability to multi-task while working independently and within a group
• Ability to work in a deadline-driven environment and handle multiple projects
• Ability to manage a team of tax professionals and delegate work as needed
• Ability to build and maintain strong relationships with firm and client personnel
• 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

Equal Opportunity Employer, including disability/vets