Tax Automation Lead, Digital Tax Solutions

BDO USA, Llp; Grand Rapids (MI); Sur place; USD 80 000 - 168 000; Plein temps

Résumé du poste

BDO USA is seeking a Tax Manager, Digital Tax Solutions, to lead engagements from scoping to deployment of tax automation tools. The role focuses on marketing, networking, and business development, while assessing client tax departments for automation opportunities across data, process, technology, and people.

You will work with cross-functional teams and may support go-live and post-implementation assistance.

Qualifications

• Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred
• Five (5) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, preferred
• Leadership experience, preferred
• Certification in (1) one or more of the following, preferred
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or EA (or the equivalent)
• Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification
• Alteryx, RPA Microsoft PowerApps, or other analytics software certification

Responsabilités

• Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
• Understands the full picture of a clients tax functions and develops unique strategies aligned with business objectives
• May lead planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable
• Assists in managing client expectations and requirements
• May gather client requirements, estimate fees, and prepare high level scoping and proposed solutions for client proposals
• Drafts clear and compelling proposals and business cases
• Identifies opportunities to streamline internal standards and processes for the practice
• Communicates complex technical items to target audiences so that relevant issues are clearly understood
• Demonstrates advanced project and process management skills; can effectively manage multiple large scale, complex projects at once
• Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership
• Takes ownership of risk mitigation and quality assurance, with support from leadership
• Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
• Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
• Collaborates with project teams and clients to understand the big picture when developing and implementing projects
• Can construct a comprehensive quantitative and qualitative business case for clients to justify the investment and commitment of management time coupled with financial and human resources
• Clearly identifies clients business requirements and expectations at the beginning of a project or engagement and communicates to staff
• Communicates status to the clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable
• Helps clients navigate complex issues
• Other duties as required
• Schedules and manages the workload of Associates and Senior Associates
• Reviews work prepared by Associates and Senior Associates and provides review comments

Formation

Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred

Outils

Bloomberg

Corptax

Longview

Description du poste

BDO USA is seeking a Tax Manager, Digital Tax Solutions, to lead engagements from scoping to deployment of tax automation tools. The role focuses on marketing, networking, and business development, while assessing client tax departments for automation opportunities across data, process, technology, and people.

You will work with cross-functional teams and may support go-live and post-implementation assistance.