The Core Tax Services Senior Manager / Senior Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, 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. In this role, Core Tax Services Senior Manager / Senior Director is charged with applying knowledge to understand potential tax 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 Core Tax Services Senior Manager / Senior Director will be a critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner.
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”).
o Manages engagements to achieve engagement management metrics
o Responsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc)
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports
the analysis.
o Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
o Technical reviewers of WTAs in an area of expertise, as applicable to role
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
o Applies expert knowledge of the process of combining tax knowledge and knowledge of business / industry to recommend solutions and maximize results in the Firm
o Applies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolution
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
o Has expert knowledge of application of standards
o Recognized as industry expert in specialized field of taxation
o Use expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of compliance
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 non-tax benefits.
o Depending on specific role, may be required to present complex strategies to clients and prospective clients
Other duties as required
Supervisory Responsibilities :
Essential Duties / Functions
Education :
Experience :
License / Certifications :
Software :
Other Knowledge, Skills & Abilities :
IDEAL CANDIDATE
Ideal candidates will have experience at Big 4, McGladrey or Grant Thornton
Additional Information
All your information will be kept confidential according to EEO guidelines.
Direct Staffing Inc
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Senior Tax Manager • Boston, MA, United States