Tax Manager, Digital Tax Solutions

BDO; Chicago (IL); On-site; USD 120,000 - 168,000; Full time

Job summary

BDO is seeking a Tax Manager, Digital Tax Solutions, to collaborate with clients and team members to implement tax automation tools across tax data, processes, and technology.

The role includes marketing, business development, scoping engagements from proposal to deployment, and providing training and documentation during hand-off. Occasional travel and remote collaboration are expected.

Qualifications

• Bachelor’s degree is required in Accounting, Finance, CS, Data Analytics or Technology.
• Graduate degree preferred.
• Five (5) or more years of experience with technology or tax systems.
• ASC 740 tax accounting, consulting, or income tax compliance preferred.
• Leadership experience preferred.
• CPA certification, Attorney, or EA or related analytics certifications preferred.
• Certifications: Bloomberg, Corptax, Longview, Orbitax, Thomson Reuters; analytics tools certified preferred.
• Proficient in systems like Bloomberg, Corptax, Longview, OneStream, Oracle, Thomson Reuters; familiarity with UiPath, Power Automate; ETL and visualization tools; Excel advanced.

Responsibilities

• Qualifies viability of prospective clients and identifies opportunities to expand business.
• Understands the full picture of a client’s tax functions and develops strategies aligned with objectives.
• May lead planning or project delivery meetings and training.
• Directs staff and manages client expectations and requirements.
• Estimates fees and drafts high-level scoping for proposals.
• Drafts proposals and business cases; suggests internal process improvements.
• Communicates complex technical items to non-technical audiences.

Skills

Remote work proficiency

Client development

Communication skills

Leadership

Presentation skills

Decision-making

Education

Bachelor’s degree in Accounting/Finance/CS/Data Analytics/Technology

Graduate degree

Tools

Bloomberg

Corptax

Longview

OneStream

Oracle

Thomson Reuters

UiPath

Power Automate

Alteryx

Power Query

Power Pivot

Tableau Prep

Power BI

Excel (Advanced)

Job description

Job Summary

The Tax Manager, Digital Tax Solutions, as a member of the Digital Tax Solutions team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.

The Tax Manager, Digital Tax Solutions is responsible for marketing, networking and business development as directed. The role is also responsible assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax Manager, Digital Tax Solutions is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment, as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance and participation in various outside networking opportunities throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Job Duties

Tax Consulting

• Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
• Understands the full picture of a clients tax functions and develops unique strategies aligned with business objectives
• May lead planning or project delivery meetings that may include proposal delivery and solutions workshops or training
• Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable
• Assists in managing client expectations and requirements
• May gather client requirements, estimate fees, and prepare high level scoping and proposed solutions for client proposals
• Drafts clear and compelling proposals and business cases
• Identifies opportunities to streamline internal standards and processes for the practice
• Communicates complex technical items to target audiences so that relevant issues are clearly understood

Engagement / Project Management

• Demonstratesadvancedprojectandprocessmanagementskills;caneffectivelymanagemultiplelargescale,complexprojectsatonce
• Gains exposure to settingstrategy,establishingmethodology,anddeterminingtheappropriateworkplanforagivenclient by working with Tax AI leadership
• Takesownershipofriskmitigationandqualityassurance,withsupportfromleadership
• Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed
• Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills
• Collaborates with project teams and clients to understand the big picture when developing and implementing projects
• Can construct a comprehensive quantitative and qualitative business case for clients to justify the investment and commitment of management time coupled with financial and human resources

Client Service

• Clearly identifies clients business requirements and expectations at the beginning of a project or engagement and communicates to staff
• Communicates status to the clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable
• Helps clients navigate complex issues
• Other duties as required

Supervisory Responsibilities

• Schedules and manages the workload of Associates and Senior Associates
• Reviews work prepared by Associates and Senior Associates and provides review comments

Qualifications, Knowledge, Skills and Abilities

Education:

• Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
• Graduate degree, preferred

Experience:

• Five (5) or more years of experience with technology or tax systems, required
• ASC 740 tax accounting, consulting, or income tax compliance, preferred
• Leadership experience, preferred

License / Certifications:

• Certification in (1) one or more of the following, preferred
• 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)
• Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification
• Alteryx, RPA Microsoft PowerApps, or other analytics software certification

Software:

• Experience with one (1) or more of the below software / tools, preferred:
• Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters
• RPA tools (UiPath, Power Automate, etc.)
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
• Visualization tools (Power BI, Tableau, etc.)
• Proficient in Microsoft Excel, required; advanced Microsoft Excel skills, preferred

Language:

N/A

Other Knowledge, Skills, & Abilities:

• Demonstrated ability to work well remotely
• Solid verbal and written communication skills
• Strong people skills, including training/instruction with professionals at all levels and ability to work in a team
• Experience preparing and conducting presentations to clients and potential clients
• Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client
• Demonstrated sound decision-making skills
• A demonstrated proficiency in tax accounting and/or solution development concepts
• An advanced knowledge and skill level in engagement management including project management skills and administrative tasks
• Ability to complete projects independently
• Ability to travel 10-25% of the time

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