Tax Senior Manager, Digital Tax Solutions
BDO USA
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Benefits offered by this job
Job summary
BDO USA is seeking a Tax Senior Manager, Digital Tax Solutions, to lead engagements from scoping through deployment of tax automation tools for clients nationwide. You will manage project teams, develop training materials, and oversee design, testing, and go-live activities.
The role requires eight or more years in tax systems or technology, a bachelor’s degree (master’s preferred), and certifications such as CPA/EA. Strong communication and leadership are essential; travel 15-30% may apply.
Qualifications
- Bachelor’s degree required; focus in Accounting, Finance, CS, Data Analytics or Technology preferred.
- Graduate degree preferred.
- Eight+ years of experience with technology or tax systems.
- CPA/EA/attorney or related certification preferred.
- Strong leadership and client development capabilities.
Responsibilities
- Qualifies viability of prospects and expands opportunities.
- Leads planning, solution design, and training for tax automation projects.
- Manages projects from proposal to go-live; ensures budget and timelines.
- Oversees risk, scope, billing, and client communications.
- Develops internal standards and supports post-implementation client needs.
Skills
Education
Tools
Job description
The Tax Senior Manager, Digital Tax Solutions, as a member of the Digital Tax Solutions team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools. The Tax Senior Manager, Digital Tax Solutions is responsible for marketing, networking, and business development. The role is also responsible for 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 Senior 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, participation in, or presentation role at various conferences and events 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.
- Qualifies viability of prospective clients or projects and identifies opportunities to expand current business
- Leverages business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions
- Understands the full picture of a client’s tax function and develops unique strategies aligned with business objectives
- Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training
- Constructs work plans for tax consulting projects performed for one's clients and directs team accordingly
- Manages client expectations and requirements
- Gathers client requirements, estimates fees, and prepares or reviews high level scoping and proposed solutions for client proposals
- Drafts clear and compelling proposals and business cases
- Establishes internal standards and processes for the practice
- Communicates complex technical items to target audience so that relevant issues are clearly understood
- Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once
- Sets strategy, establishes methodology, and determines the appropriate work plan for a given client
- Takes full ownership of risk mitigation and quality assurance, with support from leadership
- Understands proper scoping and manages Tax AI team to ensure client engagement terms are followed
- Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills
- Orchestrates between project teams and client to ensure alignment on project milestones and deliverables
- Can construct a comprehensive quantitative and qualitative business case for client to justify the investment and commitment of management time coupled with financial and human resources
- Clearly identifies client’s business requirements and expectations at the beginning and throughout a project or engagement
- Communicates status to clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information to manage projects or engagements
- Identifies and appropriately bills for out-of-scope services
- Advises and proactively communicates with clients when complex issues are identified
- Other duties as required
- Schedules and manages the workload of Associates and Senior Associates
- Reviews work prepared by Associates and Senior Associates and provides review comments
- Acts as a Career Advisor to Associates and Senior Associates and provides verbal and written performance feedback
- Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred
- Graduate degree, preferred
- Eight (8) or more years of experience with technology or tax systems, required
- ASC 740 tax accounting, consulting, or income tax compliance, preferred
- Leadership experience, preferred
- Certification in (1) 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
- Proficient in Microsoft Excel, required
- Advanced Microsoft Excel skills, preferred
- Experience with one (1) or more of the below software / tools, preferred:
- Systems such as Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax
- RPA tools (UiPath, PowerAutomate, etc.)
- ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)
- Visualization tools (Power BI, Tableau, etc.)
- N/A
- 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
- Ability to prepare and conduct 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
- Advanced understanding of tax accounting and/or solution development concepts
- Advanced knowledge and skill level in engagement management including project management skills and administrative tasks
- Ability to complete projects independently
- Ability to travel 15-30% 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: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.
- Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
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