Tax Senior Manager, Transfer Pricing
BDO USA, LLP, Chicago, IL, United States
Overview
The Tax Senior Manager, Transfer Pricing is responsible for advising clients on transfer pricing implications related to their business objectives, recommending alternate courses of action, and identifying methods for compliance with transfer pricing regulations. The role involves marketing, networking, and business development within their area of specialization, recognizing changes in tax policy, and applying new policies to tax compliance.
Job Duties
Research
Completes financial analysis related to intercompany transactions to include an evaluation of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies.
Identifies when research is appropriate and frames issues to be researched.
Tax Compliance
Participates in determining the scope of transfer pricing projects, establishing project budgets and timelines, and drafting and presenting proposals to prospective clients.
Administers the completion of the economic analysis and composes the final report.
Ensures clients are compliant with transfer pricing requirements and proposes a year‑end transfer pricing review, if applicable.
Assists in determining appropriate transfer pricing methods under IRS regulations and analogous rules under the OECD Transfer Pricing Guidelines.
Ensures tax engagement letters are adopted prior to engagement work commencing.
Conducts detailed review of facts related to transfer pricing and data, identifying basic, complex and advanced issues through the engagement.
Manages engagement to achieve engagement metrics.
Completes the project planning process and scheduling.
Tax Controversy
Represents clients before any tax authority on contested issues, as appropriate, with assistance and guidance from senior Transfer Pricing professionals.
Transfer Pricing Consulting and Document Services
Develops, recommends, and implements appropriate transfer pricing methods (by type of transaction) for specific situations.
Prepares planning and documentation reports.
Applies relevant transfer pricing regulations when analyzing client business and financial data, identifying any issues.
Analyzes the applicability and implications of new regulations and reports findings to Senior Director or Principal.
Recognizes the need to utilize other expert resources, internal and external, to assist with engagements as needed.
Identifies opportunities for additional consulting specialties and federal tax cross‑selling opportunities and presents them to senior management.
Analyzes client situations and tax goals, providing transfer pricing advice to maximize benefits for the client.
Tax Provision and FIN 48
Employs general principles in tax accounting and the relevance of transfer pricing in tax provisions.
Applies transfer pricing in the context of tax provisions and FIN 48.
Reviews tax provisions related to transfer pricing.
Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing.
Practice, Staff and Business Development
Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients.
Prepares proposals, statement of work and engagement letters.
Researches a variety of tax topics related to transfer pricing.
Works on teams that summarize and report on recent transfer pricing developments.
Drafts tax alerts used to communicate recent developments to an external audience.
Creates slides for use in presentations to internal and external audiences.
Prepares training materials and presents on topics of interest to internal audiences.
Works on special projects to develop the practice, create efficiencies or improve processes.
Tax Related Software
Uses tax research databases and other tax‑related software in the completion of assigned tasks; knowledge of statistical packages is preferred.
Other duties as required.
Supervisory Responsibilities
Supervises the day‑to‑day workload of Transfer Pricing Managers, Senior Associates and Associates on assigned engagements and reviews work product.
Ensures Managers, Senior Associates, Associates and Interns are trained on all relevant tax software.
Evaluates performance and assists in the development of goals and objectives to enhance professional growth.
Delivers periodic performance feedback and completes performance evaluations for Senior Associates, Associates and Interns.
Acts as Career Advisor to Managers, Senior Associates and Associates, as appropriate.
Qualifications, Knowledge, Skills & Abilities
Education :
Bachelor's degree in Accounting, Finance, Economics, or other relevant field of study, required.
Advanced degree, preferred.
Experience :
Eight (8) or more years of prior experience, required.
Experience within a transfer pricing practice, required.
Prior experience supervising professionals on a project or engagement basis, required.
Experience reviewing tax provisions from a transfer pricing perspective, preferred.
Prior experience applying knowledge of the interplay between transfer pricing and other areas of tax, preferred.
License/Certifications :
None.
Software :
Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word.
Prior exposure to tax research databases and/or other tax‑related software beneficial; knowledge of statistical analysis software, preferred.
Other Knowledge, Skills & Abilities :
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills and attention to detail.
Ability to multi‑task while working independently or in a group environment.
Proven ability to manage multiple deadline‑driven projects simultaneously.
Capacity to lead and delegate tasks to a team of tax professionals.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to the professional development of personnel.
Executive presence and primary engagement contact.
Ability to interact with professionals at all levels.
Research and communication of taxation topics.
Business development and networking within Transfer Pricing.
Individual salaries are determined after consideration of various factors including 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
Washington DC Range: $99,750 - $262,500
#J-18808-Ljbffr
The Tax Senior Manager, Transfer Pricing is responsible for advising clients on transfer pricing implications related to their business objectives, recommending alternate courses of action, and identifying methods for compliance with transfer pricing regulations. The role involves marketing, networking, and business development within their area of specialization, recognizing changes in tax policy, and applying new policies to tax compliance.
Job Duties
Research
Completes financial analysis related to intercompany transactions to include an evaluation of industry data and financial data provided by the client to assist in the documentation of appropriate intercompany pricing policies.
Identifies when research is appropriate and frames issues to be researched.
Tax Compliance
Participates in determining the scope of transfer pricing projects, establishing project budgets and timelines, and drafting and presenting proposals to prospective clients.
Administers the completion of the economic analysis and composes the final report.
Ensures clients are compliant with transfer pricing requirements and proposes a year‑end transfer pricing review, if applicable.
Assists in determining appropriate transfer pricing methods under IRS regulations and analogous rules under the OECD Transfer Pricing Guidelines.
Ensures tax engagement letters are adopted prior to engagement work commencing.
Conducts detailed review of facts related to transfer pricing and data, identifying basic, complex and advanced issues through the engagement.
Manages engagement to achieve engagement metrics.
Completes the project planning process and scheduling.
Tax Controversy
Represents clients before any tax authority on contested issues, as appropriate, with assistance and guidance from senior Transfer Pricing professionals.
Transfer Pricing Consulting and Document Services
Develops, recommends, and implements appropriate transfer pricing methods (by type of transaction) for specific situations.
Prepares planning and documentation reports.
Applies relevant transfer pricing regulations when analyzing client business and financial data, identifying any issues.
Analyzes the applicability and implications of new regulations and reports findings to Senior Director or Principal.
Recognizes the need to utilize other expert resources, internal and external, to assist with engagements as needed.
Identifies opportunities for additional consulting specialties and federal tax cross‑selling opportunities and presents them to senior management.
Analyzes client situations and tax goals, providing transfer pricing advice to maximize benefits for the client.
Tax Provision and FIN 48
Employs general principles in tax accounting and the relevance of transfer pricing in tax provisions.
Applies transfer pricing in the context of tax provisions and FIN 48.
Reviews tax provisions related to transfer pricing.
Partners with Assurance professionals to plan tax accrual reviews related to transfer pricing.
Practice, Staff and Business Development
Identifies opportunities and prepares and delivers presentations to pitch service capabilities to clients and potential clients.
Prepares proposals, statement of work and engagement letters.
Researches a variety of tax topics related to transfer pricing.
Works on teams that summarize and report on recent transfer pricing developments.
Drafts tax alerts used to communicate recent developments to an external audience.
Creates slides for use in presentations to internal and external audiences.
Prepares training materials and presents on topics of interest to internal audiences.
Works on special projects to develop the practice, create efficiencies or improve processes.
Tax Related Software
Uses tax research databases and other tax‑related software in the completion of assigned tasks; knowledge of statistical packages is preferred.
Other duties as required.
Supervisory Responsibilities
Supervises the day‑to‑day workload of Transfer Pricing Managers, Senior Associates and Associates on assigned engagements and reviews work product.
Ensures Managers, Senior Associates, Associates and Interns are trained on all relevant tax software.
Evaluates performance and assists in the development of goals and objectives to enhance professional growth.
Delivers periodic performance feedback and completes performance evaluations for Senior Associates, Associates and Interns.
Acts as Career Advisor to Managers, Senior Associates and Associates, as appropriate.
Qualifications, Knowledge, Skills & Abilities
Education :
Bachelor's degree in Accounting, Finance, Economics, or other relevant field of study, required.
Advanced degree, preferred.
Experience :
Eight (8) or more years of prior experience, required.
Experience within a transfer pricing practice, required.
Prior experience supervising professionals on a project or engagement basis, required.
Experience reviewing tax provisions from a transfer pricing perspective, preferred.
Prior experience applying knowledge of the interplay between transfer pricing and other areas of tax, preferred.
License/Certifications :
None.
Software :
Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word.
Prior exposure to tax research databases and/or other tax‑related software beneficial; knowledge of statistical analysis software, preferred.
Other Knowledge, Skills & Abilities :
Excellent verbal and written communication skills.
Superior analytical and research skills.
Strong organizational skills and attention to detail.
Ability to multi‑task while working independently or in a group environment.
Proven ability to manage multiple deadline‑driven projects simultaneously.
Capacity to lead and delegate tasks to a team of tax professionals.
Ability to build and maintain strong relationships with internal and client personnel.
Ability to encourage a team environment on engagements and contribute to the professional development of personnel.
Executive presence and primary engagement contact.
Ability to interact with professionals at all levels.
Research and communication of taxation topics.
Business development and networking within Transfer Pricing.
Individual salaries are determined after consideration of various factors including 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
Washington DC Range: $99,750 - $262,500
#J-18808-Ljbffr