Tax Senior Manager, Corporate/ASC 740

BDO USA, LLP; Glendale (CA); In loco; USD 160.000 - 250.000; Tempo pieno

Descrizione del lavoro

BDO USA, LLP in Glendale, CA seeks a Core Tax Services Senior Manager to advise clients on tax implications of business objections and to lead compliance, planning, and strategic tax decisions for federal and state matters. You will serve as the primary client contact for complex issues, guiding engagement teams and coordinating with specialists.

The role emphasizes leadership within the office and regional leadership; you will participate in marketing, networking, and business development while

Competenze

• Bachelor's degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master's in Accountancy or Taxation preferred.
• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required

Mansioni

• Advises on tax compliance and strategies to minimize client tax burdens.
• Performs high-level tax research and frames issues for analysis by engagement team.
• Applies ASC 740 (FAS 109 and FIN 48) in tax provisions and client discussions.
• Develops and implements efficient tax consulting methods to maximize client benefits while managing risk.
• Develops in-depth understanding of taxation areas and may train colleagues in specialization areas.
• Proposes and communicates tax strategies; participates in marketing and business development.
• Manages client expectations and coordinates with specialists as needed.

Formazione

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

Master's in Accountancy or Taxation

Strumenti

Microsoft Office Suite

Tax research databases

Tax compliance software

Descrizione del lavoro

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) regarding FAS 109 and FIN 48.
  • 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 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
• Master's in Accountancy or Taxation preferred

Experience

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience required
• Industry expertise in one or more tax specialty preferred
• Prior supervisory experience required

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 designation) 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: