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Experienced Tax Manager, Non Profit
Experienced Tax Manager, Non ProfitBDO USA • San Antonio, TX, US
Experienced Tax Manager, Non Profit

Experienced Tax Manager, Non Profit

BDO USA • San Antonio, TX, US
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JOB DESCRIPTION

The Non Profit Experienced Tax Manager 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 non-profit tax issues. In this role, the Non Profit Experienced Tax Manager is charged with applying knowledge to understand potential tax disclosure, exemption and unrelated business income issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Non Profit Experienced Tax Manager will be critical member of the regional Nonprofit Tax team and actively participate in the marketing and networking within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Job Summary

JOB DESCRIPTION

The Non Profit Experienced Tax Manager 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 non-profit tax issues. In this role, the Non Profit Experienced Tax Manager is charged with applying knowledge to understand potential tax disclosure, exemption and unrelated business income issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Non Profit Experienced Tax Manager will be critical member of the regional Nonprofit Tax team and actively participate in the marketing and networking within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.

Job Duties

Tax Compliance :

  • Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
  • Conducts review of T / R's and resolves all tax issues with client; involves specialists where appropriate
  • Plans for early recognition of material tax and compliance issues and consults with the client and / or partner as appropriate
  • Review of ASC 740-10 (Uncertain Tax Positions) workpapers and disclosure for audited financial statements
  • Plans and reviews the tax process and the procedures to be performed to include :
  • Budgeting and staffing
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out-of-scope activity and communication to client
  • Timely collection of A / R
  • Manages client relationships / expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

  • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Applies most Firm and professional standards for preparation of WTA and tax returns
  • Involves firm specialists, as appropriate
  • Tax Consulting

  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
  • Applies the combination of tax knowledge and knowledge of business / industry to recommend solutions
  • Develops and implements a work plan to include / organize the STS assistance on ongoing projects from client
  • Frames projects and issues for effective delegation to seniors and associates
  • Serves as a technical resource to peers within the region
  • Manages written or phone inquiries from federal and state agencies with little or no assistance
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA")
  • Strategy Development

  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing nonprofit tax benefits
  • Reviews studies of tax implications and offers clients alternative courses of action
  • Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
  • Supervisory Responsibilities

    Other duties as required

  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates
  • Education

    Qualifications, Knowledge, Skills and Abilities :

  • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
  • Master's in Accountancy or Taxation, preferred
  • Experience

  • Six (6) or more years of nonprofit tax experience and / or public accounting, private industry accounting or consulting / professional services experience, required
  • Prior supervisory experience, required
  • License / Certifications

  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required
  • Possession of other professional degrees or certifications applicable to role, preferred
  • Software

  • Proficient with the Microsoft Office Suite, preferred
  • Experience with tax research databases and tax compliance process software, preferred
  • Other Knowledge, Skills & Abilities

  • Superior verbal and written communication skills
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Capacity to work well in a team environment
  • Capable of developing and managing a team of tax professionals
  • Ability to compose written tax advice
  • Capable of effectively developing and maintaining client relationships
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
  • About Us

    Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

    At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

    BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

  • offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
  • We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional "benefits." Click here to find out more!
  • Benefits may be subject to eligibility requirements.
  • Equal Opportunity Employer, including disability / vets

    Click here to find out more!

    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 M / F / Veteran / Disability"

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Accounting / Auditing

    Industries

    Accounting

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