Tax Senior Manager, Core Tax Services

BDO USA; Salt Lake City (UT); On-site; USD 150,000 - 230,000; Full time

Job summary

The Core Tax Services Senior Manager at BDO USA provides strategic tax advice to clients, guides complex tax planning, and leads responses to federal/state issues, ensuring compliance and minimized tax burden. You will be a senior member of the office leadership, driving business development and mentoring staff while coordinating with specialists to resolve complex questions.

This role requires deep knowledge of ASC 740, FIN 48, and state tax regimes, offering opportunities to influence firm

Qualifications

• Provides strategic tax advice and planning for complex client issues.
• Leads client communications on tax matters and compliance requirements.
• Mentors and trains junior staff on tax research and engagement execution.
• Collaborates with specialists on ASC 740, FIN 48 and tax provisions.

Responsibilities

• Oversees tax compliance reviews and ensures client adherence to tax authorities.
• Leads research efforts and frames issues for efficient analysis by engagement teams.
• Supervises associates and senior associates, reviewing their work and providing feedback.
• Manages client expectations and communicates results to partners and clients.

Job description

Job Summary:

The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, 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, Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

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

Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate

Research

Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.

Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process

Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis

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

Helps others to learn and apply ASC 740 and Firm policies, standards, and BDO TQM regarding them

Reviews tax provisions -applies in-depth knowledge of ASC 740 if applicable to practice work

Reviews prepared workpapers

Explains and discusses with the client components of the income tax provision and uncertain tax positions as well as other complexities surrounding ASC 740

Tax Consulting

Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.

Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions

Maximizes client benefits, especially by decreasing client taxes, while managing risk

Confers with STS specialists to determine applicability of STS consulting specialties to each client. Involves STS when appropriate

Monitors implementation of work plans (client service plan) if applicable for tax consulting projects to ensure they are efficiently and effectively conducted

Manages written or phone inquiries from federal and state agencies with little or no assistance

Provides effective assistance with protests at the appeals level

Implements applicable Firm strategies

Manages client expectations

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, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year

May train and mentor managers/seniors/associates on specialization areas

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.

Researches and implements tax strategies, including experimentation with promising new strategies and ideas

Consistently makes suggestions as to how previous work products or approaches can be improved

May lead marketing campaigns, if applicable to role

Presents complex strategies to clients and prospective clients

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 a