Tax Experienced Manager, Corporate/ASC 740 Focus

BDO USA; San Diego (CA); On-site; USD 136,000 - 165,000; Full time

Job summary

A prominent tax consulting firm is seeking a Tax Experienced Manager in San Diego, CA. The candidate will advise clients on tax implications, manage tax compliance, conduct research on complex issues, and supervise a team. A bachelor's degree and 6+ years of relevant experience, along with CPA certification, are required. The role involves maintaining client relationships and participating in business development. This opportunity offers a competitive salary range of $136,000 - $165,000 based on experience.

Qualifications

• 6+ years of tax experience in public accounting, private accounting, or consulting.
• CPA certification or equivalent is required.
• Prior supervisory experience required.

Responsibilities

• Manage client tax compliance and ensure adherence to regulations.
• Conduct research and provide analysis on complex tax issues.
• Supervise associates and provide performance feedback.

Skills

Verbal Communication

Written Communication

Analytical Skills

Research Skills

Decision-Making

Education

Bachelor’s degree

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax research databases

Job description

Job Summary

Tax Experienced Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, the manager applies knowledge to understand potential tax issues, recognizes, communicates potential risks and potential changes in tax policy, and makes top‑level decisions regarding filing, preparation, and resolution of questions from federal and state agencies. The manager is a critical member of the office/region leadership team and actively participates in marketing, networking, and business development within an area of expertise while maintaining client relationships and acting as the primary contact for complex questions.

Responsibilities

• Tax Compliance
  • Ensures both that (a) clients comply with all applicable authorities while minimizing 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 the client; involves specialists where appropriate.
  • Communicates with client and Assurance any issues identified in tax accrual reviews.
  • Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate.
  • Manages client relationships/expectations in accordance with the project.
  • Provides advice to the client in a timely manner.
  • Plans and reviews the tax process and the procedures to be performed, including 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), and timely collection of A/R.
• Research
  • Identifies when research is needed; frames issues to be researched and reports the analysis.
  • Identifies complex issues to be researched by the engagement team and provides research methodology for an efficient research process.
  • Trains managers and staff on research skills and helps to appropriately frame tax issues for analysis.
  • Involves firm specialists as appropriate.
• ASC 740 (FAS 109 and FIN 48) Tax Accruals
  • Correctly and proactively applies firm policies, standards, and the BDO TQM regarding FAS 109 and FIN 48.
  • Helps others learn and apply ASC 740, firm policies, standards, and the BDO TQM regarding them.
  • Reviews tax provisions—applies in‑depth knowledge of ASC 740 if applicable to practice work.
  • May review prepared workpapers.
  • Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740.
• Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing current and future taxes.
  • Applies combined tax knowledge and business/industry knowledge to recommend solutions.
  • Maximizes client benefits while managing risk.
  • Confers with STS specialists to determine applicability of STS consulting specialties to each client; involves STS when appropriate.
  • Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted.
  • Manages written or phone inquiries from federal and state agencies with little or no assistance.
  • May provide effective assistance with protests at the appeals level.
  • Implements applicable firm strategies.
  • Manages client expectations.
• Tax Specialization
  • 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, or participate in conducting, effective external CPE training sessions in area of specialization, involving firm specialists, at a minimum of once per year.
  • May train and mentor managers/seniors/associates on specialization areas.
• Strategy Development
  • 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.
  • Researches and implements tax strategies, including experimentation with promising new strategies and ideas.
  • Consistently makes suggestions as to how previous work products or approaches can be improved.
  • May present complex strategies to clients and prospective clients.
• Other duties as required

Supervisory Responsibilities

• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on how to use all current software tools.
• May act as a career advisor to associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

Education

• Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
• Master’s in Accountancy or Taxation, preferred.

Experience

• Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required.
• Prior supervisory experience, required.
• Industry expertise in one or more tax specialty, preferred.

License/Certifications

• CPA certification, attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or equivalent), required.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software

• Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.

Language

• N/A

Other Knowledge, Skills & Abilities

• 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.

Salary

• California Range: $136,000 - $165,000
• Colorado Range: $115,000 - $165,000
• Illinois Range: $120,000 - $139,000
• Maryland Range: $121,000 - $145,000
• Massachusetts Range: $130,000 - $147,750
• Minnesota Range: $100,000 - $130,000
• New Jersey Range: $130,000 - $165,000
• NYC/Long Island/Westchester Range: $170,000 - $185,000
• Washington Range: $131,400 - $160,000
• Washington DC Range: $140,000 - $162,000

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.