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Manager, Business Incentives Group
Manager, Business Incentives GroupBDO USA • Stamford, CT, US
Manager, Business Incentives Group

Manager, Business Incentives Group

BDO USA • Stamford, CT, US
[job_card.30_days_ago]
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  • [job_card.full_time]
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Tax Manager, Business Incentives Group (BIG)

Job Summary : A Tax Manager, Business Incentives Group (BIG) in BDO's Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty's area of tax law upon examination and at appeals. In this role, the STS BIG Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

Job Duties

  • Research

Identifies all situations where research is necessary and conducts appropriate investigation on identified topics

  • Confirms accuracy of facts and sources where appropriate
  • Prepares studies of tax implications and outlines alternative courses of action to clients
  • Composes effective research memos in support of projects / transactions
  • Develops effective presentations for marketing and sales opportunities
  • Tax Compliance
  • Ensures clients comply with applicable authorities

  • Identifies options for minimizing client tax and reporting burdens
  • Identifies "gray areas" and recognizes and communicates to partners related risks
  • Completes accurately appropriate workpapers and tax returns forms
  • Ensures firm risk management and tax quality control standards and protocols are met
  • Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
  • Tax Consulting
  • Develops, recommends, and implements solutions to provide clients maximum tax benefits

  • Stays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions
  • Identifies and assists in maximizing all potential BIG tax benefits
  • Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals
  • Tax Controversy
  • Effectively represents clients before tax authorities

  • Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions
  • Tax Specialization
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits
  • Identifies client opportunities and issues having to do with tax specializations other than BIG
  • ASC 740-10
  • Understands and applies industry and firm FAS 109 and FIN48 standards

  • Recognizes, measures, and documents effectively financial benefit of BIG positions
  • Strategy Development
  • Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel

  • Suggests marketing approaches for new client acquisition
  • Other duties as required
  • Supervisory Responsibilities : Effectively supervises and reviews the day-to-day work of STS BIG Senior Associates and Associates on assigned engagements. Ensures STS BIG Senior Associates, Associates, and Interns are well trained in all required areas. Effectively evaluates the performance of STS BIG Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development. Delivers periodic performance feedback and completes constructive performance evaluations for STS BIG Senior Associates, Associates, and Interns. Acts as Career Advisor to STS BIG Senior Associates and Associates.

    Qualifications, Knowledge, Skills and Abilities

    Education : Bachelor's degree, required. Degree in accounting, tax, or finance, preferred. Masters degree, preferred. Juris Doctorate (J.D.), preferred.

    Experience : Five (5) or more years of prior experience, required. Prior experience supervising tax consulting professionals, required. Experience in accounting, tax, or finance, preferred. Prior experience in BIG tax consulting, preferred. Prior experience preparing and / or reviewing tax provisions, preferred. Prior experience with corporate taxation, consolidations, and partnerships, preferred.

    License / Certifications : CPA certification, preferred. Enrolled Agent, preferred.

    Software : Proficient in the use of Microsoft Office, especially Excel and Word. Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs.

    Other Knowledge, Skills & Abilities : Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above. Excellent oral and written communication skills. Superior analytical and research skills. Solid organizational skills, especially ability to meet project deadlines with a focus on details. Ability to successfully multi-task while working independently and within a group environment. Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously. Capable of effectively managing a team of tax professionals and delegating work assignments as needed. Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels. Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel. Executive presence and ability to act as primary contact on assigned engagements.

    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 : $79,800 - $168,000 Maryland Range : $79,800 - $168,000 NYC / Long Island / Westchester Range : $79,800 - $168,000 Washington DC Range : $79,800 - $168,000

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