Tax Manager, Core Tax Services
BDO USA, Spokane, WA, United States
Job Summary
The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, 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. The Manager applies knowledge to understand potential tax issues, recognizes and communicates potential risks, and monitors changes in tax policy. The Manager also engages in marketing, networking, and business development within a chosen area of expertise and may provide written tax advice to clients.
Responsibilities
Tax Compliance
Ensure clients comply with all applicable authorities, minimizing their tax and reporting burdens.
Ensure firm policies, standards, and the BDO Tax Quality Manual are followed.
Conduct top‑level review of T/R and resolve all tax issues with clients, involving specialists where appropriate.
Communicate with clients and Assurance about identified issues in tax accrual reviews.
Plan and review the tax process, including budgeting, staffing, monitoring engagement progress, budgeting vs. actual time, billing, and collection of A/R, and managing out‑of‑scope activity.
Manage client relationships and expectations in accordance with project goals.
Provide timely advice to clients.
Research
Identify when research is needed, frame issues, and report analysis concisely.
Apply firm and professional standards for preparation of WTA and tax returns.
Involve firm specialists as appropriate.
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Apply firm policies and BDO TQM regarding ASC 740 and FIN 48.
Explain and discuss income tax provision components and uncertain tax positions to clients.
Communicate with Assurance to plan tax accrual reviews, including scope, budget, and delivery dates.
Utilize and manage STS as needed.
Tax Consulting
Develop, recommend, and implement efficient methods to maximize client benefits, reducing current and future taxes.
Consider applicability of CTS and STS consulting specialties.
Develop and implement work plans for STS assistance.
Serve as a technical resource.
Ensure client service teams comply with Firm policy regarding WTA.
Provide assistance with exam support.
Frame projects for delegation to seniors and associates.
Tax Specialization
Develop an in‑depth understanding of technical and practical issues in chosen areas (e.g., corporate, state/local, transfer pricing, credits).
Possibly organize and conduct internal CPE training sessions.
Strategy Development
Introduce and develop new or improved ideas to enhance client and firm positions.
Review studies of tax implications and offer alternative courses of action.
Identify and leverage lessons learned to improve processes.
Supervisory Responsibilities
Supervise associates and senior associates on all projects.
Review their work and provide comments.
Train on current software tools.
Act as a career advisor.
Schedule and manage workload.
Provide verbal and written performance feedback.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Finance, Economics or Statistics; preferred majors include accounting or finance.
Master’s degree in Accountancy or Taxation is preferred.
Five or more years of relevant tax experience in public accounting, private industry, or consulting (required). Prior supervisory experience (required).
Industry expertise in one or more tax specialties (preferred).
CPA, attorney admitted to practice in a U.S. jurisdiction, or IRS Enrolled Agent (required). Other professional degrees or certifications applicable to the role are preferred.
Proficiency with Microsoft Office Suite.
Experience with tax research databases and tax compliance process software.
Superior verbal and written communication skills.
Ability to delegate work effectively.
Strong analytical, research, critical thinking, and decision‑making skills.
Capacity to work well in a team.
Ability to develop and manage teams of tax professionals.
Capability to compose written tax advice.
Executive presence and ability to act as primary client contact for presentation of issues and resolutions.
Benefits
Individual salaries are determined after considering factors such as qualifications, experience, skills and geography. Salary ranges:
California: $112,000 – $150,000
Colorado: $104,500 – $115,500
Illinois: $105,000 – $130,000
Maryland: $113,000 – $120,000
Massachusetts: $120,000 – $127,000
Minnesota: $90,000 – $120,000
New Jersey: $115,000 – $140,000
Ohio: $105,000 – $150,000
NYC/Long Island/Westchester: $125,000 – $160,000
Washington: $107,400 – $126,900
Washington DC: $120,000 – $140,000
Equal Opportunity Employer
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.
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The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, 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. The Manager applies knowledge to understand potential tax issues, recognizes and communicates potential risks, and monitors changes in tax policy. The Manager also engages in marketing, networking, and business development within a chosen area of expertise and may provide written tax advice to clients.
Responsibilities
Tax Compliance
Ensure clients comply with all applicable authorities, minimizing their tax and reporting burdens.
Ensure firm policies, standards, and the BDO Tax Quality Manual are followed.
Conduct top‑level review of T/R and resolve all tax issues with clients, involving specialists where appropriate.
Communicate with clients and Assurance about identified issues in tax accrual reviews.
Plan and review the tax process, including budgeting, staffing, monitoring engagement progress, budgeting vs. actual time, billing, and collection of A/R, and managing out‑of‑scope activity.
Manage client relationships and expectations in accordance with project goals.
Provide timely advice to clients.
Research
Identify when research is needed, frame issues, and report analysis concisely.
Apply firm and professional standards for preparation of WTA and tax returns.
Involve firm specialists as appropriate.
ASC 740 (FAS 109 and FIN 48) Tax Accruals
Apply firm policies and BDO TQM regarding ASC 740 and FIN 48.
Explain and discuss income tax provision components and uncertain tax positions to clients.
Communicate with Assurance to plan tax accrual reviews, including scope, budget, and delivery dates.
Utilize and manage STS as needed.
Tax Consulting
Develop, recommend, and implement efficient methods to maximize client benefits, reducing current and future taxes.
Consider applicability of CTS and STS consulting specialties.
Develop and implement work plans for STS assistance.
Serve as a technical resource.
Ensure client service teams comply with Firm policy regarding WTA.
Provide assistance with exam support.
Frame projects for delegation to seniors and associates.
Tax Specialization
Develop an in‑depth understanding of technical and practical issues in chosen areas (e.g., corporate, state/local, transfer pricing, credits).
Possibly organize and conduct internal CPE training sessions.
Strategy Development
Introduce and develop new or improved ideas to enhance client and firm positions.
Review studies of tax implications and offer alternative courses of action.
Identify and leverage lessons learned to improve processes.
Supervisory Responsibilities
Supervise associates and senior associates on all projects.
Review their work and provide comments.
Train on current software tools.
Act as a career advisor.
Schedule and manage workload.
Provide verbal and written performance feedback.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Finance, Economics or Statistics; preferred majors include accounting or finance.
Master’s degree in Accountancy or Taxation is preferred.
Five or more years of relevant tax experience in public accounting, private industry, or consulting (required). Prior supervisory experience (required).
Industry expertise in one or more tax specialties (preferred).
CPA, attorney admitted to practice in a U.S. jurisdiction, or IRS Enrolled Agent (required). Other professional degrees or certifications applicable to the role are preferred.
Proficiency with Microsoft Office Suite.
Experience with tax research databases and tax compliance process software.
Superior verbal and written communication skills.
Ability to delegate work effectively.
Strong analytical, research, critical thinking, and decision‑making skills.
Capacity to work well in a team.
Ability to develop and manage teams of tax professionals.
Capability to compose written tax advice.
Executive presence and ability to act as primary client contact for presentation of issues and resolutions.
Benefits
Individual salaries are determined after considering factors such as qualifications, experience, skills and geography. Salary ranges:
California: $112,000 – $150,000
Colorado: $104,500 – $115,500
Illinois: $105,000 – $130,000
Maryland: $113,000 – $120,000
Massachusetts: $120,000 – $127,000
Minnesota: $90,000 – $120,000
New Jersey: $115,000 – $140,000
Ohio: $105,000 – $150,000
NYC/Long Island/Westchester: $125,000 – $160,000
Washington: $107,400 – $126,900
Washington DC: $120,000 – $140,000
Equal Opportunity Employer
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.
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