Tax Manager, Business Incentives Group

BDO USA, LLP; Dallas (TX); On-site; USD 79,800 - 168,000; Full time

Job summary

BDO USA, LLP in Dallas, TX seeks a Tax Manager for the Business Incentives Group (BIG) to help clients identify, document, and support tax positions. The role focuses on research, compliance, consulting, and controversy support, with emphasis on process improvement and team development.

The position requires 5+ years of experience in BIG tax consulting, CPA or EA preferred, and a strong background in accounting, tax, or finance. Travel and leadership duties are involved.

Qualifications

• Bachelor's degree is required.
• Five (5) or more years of prior experience are required.
• CPA certification, preferred.
• Enrolled Agent, preferred.

Responsibilities

• Research: identify topics, verify facts, prepare tax implication studies and memos.
• Tax Compliance: ensure client compliance, minimize tax burden, complete workpapers and returns.
• Tax Consulting: develop and implement solutions to maximize BIG tax benefits; stay informed of developments.
• Tax Controversy: represent clients before tax authorities, respond to inquiries.
• ASC 740-10: apply FAS 109 and FIN48; document financial benefits of BIG positions.
• Strategy Development: develop new ideas and marketing approaches for clients.
• Other duties as required.

Skills

Oral & written communication

Analytical skills

Research skills

Organizational skills

Team leadership

Education

Bachelor's degree

Accounting, tax, or finance degree

Masters degree

Juris Doctorate (J.D.)

Tools

Microsoft Office

Excel

Word

Caseware

GoSystems

Job description

Job Summary:

A Tax Manager, Business Incentives Group (BIG) 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 BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

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 BIG Senior Associates and Associates on assigned engagements
• Ensures BIG Senior Associates, Associates, and Interns are well trained in all required areas
• Effectively evaluates the performance of 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 BIG Senior Associates, Associates, and Interns
• Acts as Career Advisor to BIG Senior Associates and Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

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

Experience:

• 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

License/Certifications:

• CPA certification, preferred
• Enrolled Agent, 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 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

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: $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