Tax Manager, Core Tax Services

BDO USA; Jackson (TN); On-site; USD 105,000 - 150,000; Full time

Job summary

BDO USA in Jackson, TN is seeking a Tax Manager, Core Tax Services to advise clients on the tax implications of their business objectives and to act as the primary contact for complex tax issues.

The role includes oversight of tax compliance, research, ASC 740/FAS 109 and FIN 48 tax accruals, and tax consulting to minimize risks and costs while supporting business development and client service excellence.

Qualifications

• Advising clients on tax implications of business objectives.
• Evaluating and selecting actions to lessen tax burden and cost of compliance.
• Providing written tax advice to clients.

Responsibilities

• Tax Compliance: Ensures client compliance with authorities and internal policies; reviews tax issues with client; plans and reviews tax processes including budgeting, staffing, time and billing.
• Research: Identifies when research is needed; frames issues; reports analysis; applies firm standards for WTA and tax returns; involves firm specialists when appropriate.
• ASC 740 (FAS 109 And FIN 48) Tax Accruals: Applies firm policies regarding ASC 740; explains components of the income tax provision and uncertain tax positions; plans tax accrual reviews with Assurance.
• Tax Consulting: Develops and implements methods to maximize client benefits by reducing current and future taxes; provides technical resources and ensures compliance with WTA.
• Tax Specialization: Applies specialized knowledge within CTS and STS on client projects; supports with tax planning and client service.

Job description

Job Description

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 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