Tax Manager, Core Tax Services

BDO USA, LLP; Houston (TX); On-site; USD 104,500 - 115,500; Full time

Job summary

BDO USA, LLP is seeking a Tax Manager in Houston, Texas, responsible for advising clients on tax implications and helping them minimize their tax burden while ensuring compliance. The role involves supervising associates and developing client relationships, alongside providing technical resources.

The ideal candidate has over 5 years of experience in tax, a degree in accounting or finance, and must hold CPA certification. The position requires strong analytical and communication skills. A competitive salary based on experience is offered.

Qualifications

• 5+ years of tax experience including public accounting.
• Supervisory experience required.
• CPA certification or equivalent required.

Responsibilities

• Advise clients on tax implications and compliance.
• Manage client relationships and expectations.
• Supervise associates and provide performance feedback.

Skills

Analytical skills

Communication

Client relationship management

Delegation

Education

Bachelor's degree in Accounting, Finance, Economics, or Statistics

Master's in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax research databases

Job description

Job Summary

The Tax 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 is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Manager will be involved in the marketing, networking, and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.

Job Duties

Tax Compliance

• Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their 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 client; involves specialists where appropriate
  • Communicates with client and Assurance any issues identified in tax accrual reviews
  • Plans and reviews the tax process and the procedures to be performed to include:
    • 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
    • Timely collection of A/R
  • Manages client relationships/expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Applies most Firm and professional standards for preparation of WTA and tax returns
  • Involves firm specialists, as appropriate

ASC 740 (FAS 109 and FIN 48) Tax Accruals

• Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48
  • Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM regarding them
  • Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
  • Communicates with Assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
  • Utilizes and manages STS, as needed

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
  • Considers the applicability of CTS and STS consulting specialties for each client
  • Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
  • Serves as a technical resource
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA")
  • Provides effective assistance with exam support
  • Frames projects and issues for effective delegation to seniors and associates

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 effective internal CPE training sessions in area of specialization, involving Firm specialists

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
  • Reviews studies of tax implications and offers clients alternative courses of action
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
• Other duties as required

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelors degree, required; major in Accounting, Finance, Economics or Statistics, preferred
• Masters in Accountancy or Taxation, preferred

Experience

• Five (5) 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 the equivalent of one of these designations), 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

Salaries

• California Range: $112,000 - $150,000
• Colorado Range: $104,500 - $115,500
• Illinois Range: $105,000 - $130,000
• Maryland Range: $113,000 - $120,000
• Massachusetts Range: $120,000 - $127,000
• Minnesota Range: $90,000 - $120,000
• New Jersey Range: $115,000 - $140,000
• Ohio Range: $105,000 - $150,000
• NYC/Long Island/Westchester Range: $125,000 - $150,000
• Washington Range: $107,400 - $126,900
• Washington DC Range: $120,000 - $140,000