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Managing Director, Business Incentives Group (TCM)

BDO USA, LLP
Atlanta, GA
Full-time

Job Description

Job Summary :

An STS Business Incentives Group Managing Director is responsible for providing written tax advice to clients, evaluating, and recommending alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations.

In this role, the STS Tax Managing Director, Business Incentives Group will be charged with marketing, networking and business development within his / her area of experience and specialization and maintaining and expanding key client relationships.

Additionally, the STS Tax Managing Director, Business Incentives Group is a critical part of the office's / region's Tax Services leadership team and in this capacity will act as source for guidance on complex tax questions and issues.

Job Duties :
  • Research
  • Research
  • Identifies all situations when research is necessary and conducts appropriate investigation on identified topics
  • Analyzes researched facts and the sources utilized
  • Prepares studies of tax implications and outlines alternative courses of action to clients
  • Develops comprehensive sales Talking Points document for marketing and sales opportunities
  • Tax Compliance
  • Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens
  • Identifies "gray areas" and recognizes related risk potential for contingent tax liabilities
  • Completes pro forma Forms 6765 and related state forms
  • Ensure tax engagement letters are adopted prior to engagement work commencing
  • Communicates with appropriate clients, Core Tax Services and Assurance personnel regarding any issued during reviews
  • Tax Consulting
  • Develops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations
  • Identifies and assists in maximizing all potential BIG credit, deduction and other federal and state opportunities legally available to clients
  • Handles inquiries from federal and state agencies regarding all tax issues and questions
  • Drafts responses to examiner questions and challenges
  • Monitors implementations of workplans for tax consulting projects
  • Provides assistance with protests at the appeals level
  • Provides recommended solutions by combining tax knowledge and knowledge of business / industry
  • Tax Controversy
  • Represents clients before any tax authority on contested issues
  • Responds to all questions from federal or state agencies
  • Tax Related Software
  • Utilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
  • Tax Specialization
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits
  • Acts as industry expert in BIG
  • Identifies cross-selling opportunities with other tax specializations
  • Manages BIG services provided to assigned clients
  • Develops tools and / or improvements allowing for enhance the efficiency or services of the BIG practice
  • ASC740-10
  • Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
  • Recognizes, measures and documents financial benefits to clients
  • Strategy Development
  • Develops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefits
  • Researches and implements new tax strategies
  • Leads marketing campaigns and external BIG initiatives
  • Other duties as required
  • Supervisory Responsibilities :

    • Supervises the day-to-day work of STS BIG Managers, Senior Associates and Associates on assigned engagements and reviews work product
    • Ensures STS BIG Managers, Senior Associates, Associates and Interns are trained on all relevant tax issues and software
    • Evaluates and works effectively to enhance the performance of STS BIG Managers, Senior Associates and Associates and assists in the development of their professional goals and objectives
    • Delivers frequent unofficial and periodic official performance feedback and completes performance evaluations for STS BIG Managers, Senior Associates, Associates and Interns
    • Acts as Career Advisor to STS BIG Managers, Senior Associates and Associates, as appropriate

    Qualifications, Knowledge, Skills and Abilities :

    Education :

    • Bachelor's degree in Accounting, required
    • Master's degree in Taxation, preferred
    • Juris Doctorate (J.D.), preferred

    Experience :

    • Ten (10) or more years of prior experience in Research & Development tax consulting, required
    • Prior experience supervising tax professionals on a project or engagement basis, required
    • Prior experience preparing and / or reviewing tax provisions, preferred
    • Prior experience with corporate taxation, consolidations and partnerships, preferred

    License / Certifications :

    CPA certification or other relevant certification, preferred

    Software :

    • Proficient in the use of Microsoft Office Suite, specifically Excel and Word
    • Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs
    • Language :
    • N / A
    • N / A

    Other Knowledge, Skills & Abilities :

    • Excellent verbal 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 or within a group environment
    • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
    • Capable of effective managing a team of tax professionals and delegating work assignments as needed
    • Ability to build and maintain strong relationships with internal and client personnel
    • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
    • Executive presence and ability to act as primary contact on assigned engagements
    • Ability to successfully interact with professionals at all levels
    • Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services
    • Advanced knowledge of sources of relevant information utilized in tax filings
    • Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues

    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 : $157,500 - $420,000

    NYC / Long Island / Westchester Range : $157,500 - $420,000

    Washington DC Range : $157,500 - $420,000

    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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