Tax Experienced Manager, Transfer Pricing

BDO USA; Costa Mesa (CA); On-site; USD 94,500 - 189,000; Full time

Benefits offered by this job

ESOP

BDO Total Rewards

Job summary

BDO USA, P.A. seeks a Tax Experienced Manager, Transfer Pricing to advise clients on transfer pricing implications and compliant options. The role includes marketing, networking, and business development within the transfer pricing practice.

The position involves leading engagements, developing documentation, and applying IRS and OECD guidelines to complex transactions, with focus on delivering high-quality tax solutions.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or other relevant field of study, required
• Advanced degree, preferred
• Six or more years of prior experience in transfer pricing
• Experience supervising professionals on a project or engagement basis
• Experience with review of tax provisions from a transfer pricing perspective

Responsibilities

• Completes financial analysis related to intercompany transactions to assist in documentation of transfer pricing policies
• Identifies when research is appropriate and frames issues to be researched
• Participates in determining scope of transfer pricing projects, budgets and timelines
• Drafts final reports and ensures compliance with transfer pricing requirements
• Assists in determining transfer pricing methods under IRS and OECD guidelines
• Supervises day-to-day workload of transfer pricing staff and reviews work product
• Identifies opportunities for additional consulting specialties and cross selling
• Presents proposals, statements of work and engagement letters

Skills

Transfer pricing

Tax consulting

Project management

Leadership

Education

Bachelor's degree in Accounting, Finance, Economics, or other relevant field

Advanced degree

Tools

Excel

PowerPoint

Word

Job description

JOB DESCRIPTION

The Tax Experienced Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer pricing regulations. In this role, the Tax Experienced Manager, Transfer Pricing will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance.

Job Summary

JOB DESCRIPTION

The Tax Experienced Manager, Transfer Pricing is responsible for advising clients of the transfer pricing implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with transfer pricing regulations. In this role, the Tax Experienced Manager, Transfer Pricing will be charged with marketing, networking and business development within their area of experience and specialization and recognizing potential changes in tax policy and applying new policies to tax compliance.

Research

Job Duties:

• Completes financial analysis related to intercompany transactions to include an evaluation of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies
• Identifies when research is appropriate and frames issues to be researched

Tax Compliance

• Participates in determining the scope of transfer pricing projects, establishing project budgets and timelines and drafting and presentation of presentations to prospective clients
• Administers the completion of the economic analysis and composes the final report
• Ensures clients are compliant with transfer pricing requirements and proposes a year-end transfer pricing review, if applicable
• Assists in determining appropriate transfer pricing methods under IRS regulations and analogous rules under the OECD Transfer Pricing Guidelines
• Ensure tax engagement letters are adopted prior to engagement work commencing
• Conducts detailed review of facts relating to transfer pricing and data and identifies basic, complex and advanced issues through the engagement
• Manages engagement to achieve engagement metrics
• Completes the project planning process and scheduling

Tax Controversy

• Represents clients before any tax authority on contested issues, as appropriate, and with assistance and guidance from senior STS Transfer Pricing professionals

Transfer Pricing Consulting And Documentation Services

• Develops, recommends, and implements appropriate transfer pricing methods (by type of transaction) to specific situations
• Prepares planning/documentation reports
• Applies transfer pricing regulations relevant to particular types of transactions when analyzing client business and financial data and identifies any issues
• Analyzes the applicability and implications of new regulations and reports those findings to STS Senior Director and/or Tax Principal
• Recognizes need to utilize other expert resources, internal and external, to assist with engagements, as needed
• Identifies opportunities for additional consulting specialties and federal tax cross selling opportunities and presents possibilities to appropriate members of senior management
• Analyzes client situation and tax goals and provides transfer pricing advice to maximize the benefits the client

Tax Provision And FIN 48

• Employs general principles in tax accounting and relevance of transfer pricing in tax provisions
• Applies transfer pricing in the context of tax provisions and FIN 48
• Reviews tax provisions related to transfer pricing
• Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing

Practice, Staff And Business Development

• Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients
• Prepares proposals, statement of work and engagement letters
• Researches a variety of tax topics related to transfer pricing
• Works on teams that summarize and report on recent transfer pricing developments
• Drafts tax alerts that are used to communicate recent developments to an external audience
• Creates slides for use in presentations to internal and external audiences
• Prepares training materials and presents on topics of interest to internal audiences
• Works on special projects to develop the practice, create efficiencies or improve process

Tax Related Software

• Uses tax research databases and other tax-related software in the completion of assigned tasks; knowledge of statistical packages, preferred

Supervisory Responsibilities

Other duties as required

• Supervises the day-to-day workload of STS Transfer Pricing Managers, Senior Associates and Associates on assigned engagements and reviews work product
• Ensures STS Transfer Pricing Managers, Senior Associates, Associates and Interns are trained on all relevant tax software
• Evaluates the performance of STS Transfer Pricing Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for STS Transfer Pricing Senior Associates, Associates and Interns
• Acts as Career Advisor to STS Transfer Pricing Managers, Senior Associates and Associates, as appropriate

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelor’s degree in Accounting, Finance, Economics, or other relevant field of study, required
• Advanced degree, preferred

Experience

• Six (6) or more years of prior experience, required
• Experience working within a transfer pricing practice, required
• Prior experience supervising professionals on a project or engagement basis, required
• Experience with review of tax provisions from a transfer pricing perspective, preferred
• Prior experience applying knowledge of the interplay between transfer pricing and other areas of tax, preferred

Software

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior exposure to tax research databases and/or other tax-related software beneficial; knowledge of statistical analysis software, preferred

Other Knowledge, Skills & Abilities

• Excellent verbal 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 or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of tax professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability to research taxation topics and communicate or compose written analysis effectively
• Ability to network and develop business within Transfer Pricing
• Ability to successfully interact with professionals at all levels within and outside the Transfer Pricing practice
• Excellent research skills and project management

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $94,500 - $189,000

NYC/Long Island/Westchester Range: $94,500 - $189,000

Washington DC Range: $94,500 - $189,000

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.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. 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. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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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"