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.Skills Required
Accounting, Tax Compliance, Taxation, Microsoft Office Tools, Compliance