The Core Tax Services Senior Manager is responsible for:
- Advising BDO USA clients on the tax implications of their business objectives.
- Evaluating and selecting alternative actions to reduce tax burdens and the cost of compliance.
- Identifying different methods for complying with tax regulations while acting as the primary client contact for complex tax issues.
- Applying knowledge to understand potential tax issues, recognizing and communicating potential risks, and anticipating changes in tax policy.
- Marketing, networking, and business development within areas of expertise and specialization.
- Providing written tax advice to clients as needed.
- Leading and managing business relationships with a focus on delivering high-value tax advice and expanding services to clients.
- Interacting directly with clients, handling questions, planning, and providing consulting services.
- Managing the quality of compliance and consulting deliverables.
- Reviewing research findings and ensuring the accuracy of tax-related documentation.
- Managing corporate client needs in relation to tax services, with knowledge of separate federal, state, and local tax compliance according to U.S. laws.
- Staying up-to-date on current tax practices and changes in tax law.
- Taking an active role in Tax Leadership meetings and contributing to the growth of the Tax practice.
- Performing other duties as assigned.
Qualifications:
- Bachelor's degree in Accounting or other relevant field required.
- Master's degree in Accounting beneficial, Master's degree in Taxation preferred.
- EA (Enrolled Agent) or CPA certification required.
- 14+ years of prior experience in tax services.
Experience and Skills:
- Leading and managing business relationships, focusing on delivering high-value, quality tax advice.
- Directly interacting with clients, handling tax-related questions, planning, and consulting.
- Reviewing and managing compliance and consulting deliverables.
- Knowledge of federal, state, and local tax compliance for corporate clients.
- Staying current with tax law changes and applying them to client needs.
- Active participation in Tax Leadership meetings and helping to build the Tax practice.
Software Experience:
- Proficient in Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook) and Adobe Acrobat.
- Experience with tax research databases such as BNA and RIA.
- Familiarity with tax compliance software such as GoFileRoom, GoSystemRS, Caseware, and BNA Depreciation Software.
Other Knowledge, Skills, and Abilities:
- Superior verbal and written communication skills.
- Ability to delegate work effectively.
- Strong analytical, research, and critical thinking skills.
- Ability to work well in a team environment.
- Ability to develop and manage a team of tax professionals.
- Ability to compose written tax advice and develop client relationships.
- Executive presence and ability to act as the primary client contact for tax issues and resolutions.
