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Manager, Business Incentives Group (FDII)

BDO USA, LLP
Milwaukee, WI
$79.8K-$168K a year
Full-time

Job Description

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
  • 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

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

    Washington DC Range : $79,800 - $168,000

    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!

    30+ days ago
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