Manager

As a Manager/Experienced Manager in the Core Tax Services practice, you will:

• Utilize your educational and professional experience to serve BDO USA clients.
• Assist BDO USA clients from various operational industries (Partnership/Corporate) with tax implications according to their business structure and operations.
• Help clients with their compliance and reporting of federal, state, and local taxes by reviewing and processing tax returns and relevant forms.
• Work with the team to utilize appropriate software and processes to improve the client experience.
• Analyze and review tax computations, tax returns, and relevant forms per IRC regulations and process through BDO-specific tax software according to BDO milestones.
• Assist preparers and initial reviewers by analyzing the book (GAAP) vs. tax (IRS/IRC) reporting, identifying/reviewing book-to-tax differences and their impact on business tax returns, including:
• Analyzing book and tax adjustments (AJE).
• Fixed Assets (Depreciation and Amortizations).
• Sales and Disposals (book gain/loss vs. tax gain/loss).
• Tax Allocations (Incentive Allocations, Elections, etc.).
• Be responsible for your schedule and that of the team, leading clients and acting as the primary stakeholder for BDO USA clients.
• Communicate effectively and proactively on any challenges regarding team schedules and tax implications for clients.
• Contribute ideas and opinions to improve processes or software for enhancing the client experience.
• Maintain positive working relationships with BDO USA and BDO RISE members at all levels.
• Lead and support the RISE team, coaching and providing training on tax technical and soft skills.
• Mentor and guide team members on their professional growth, sharing insights and vision for the practice.
• Stay updated on IRS/IRC regulations and tax reforms, constantly enhancing technical understanding through platforms like IRS releases and checkpoints.
• Collaborate with practice leads at BDO USA, sharing insights and contributing experience to enhance client service and improve the RISE practice.

Qualifications:

• Bachelor's degree in accounting or a related field required.
• Master's degree in accounting beneficial, master's degree in taxation preferred.

Experience:

• 8+ years of prior experience.
• Review of federal and state estimated tax payments.
• Review of federal 1065 for various industries (Private Equity, Hedge Funds, Real Estate, Fund of Funds, Operating Partnerships, etc.).
• Review of the international portion of U.S. federal tax returns.
• Ensure appropriate tax accounting in the general ledger.
• Identify tax savings and exposures and communicate findings effectively.
• Oversee the development and maintenance of tax accounting policies and procedures.
• Assist with engagement workflow management and supervise tax consultants and interns.
• Prior supervisory experience required.
• CPA or Enrolled Agent certification (or in the process of obtaining).

Software:

• Experience with Microsoft Office tools (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat.
• Familiarity with tax research databases such as BNA and RIA.
• Proficient in tax compliance software, including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs.

Other Knowledge, Skills, and Abilities:

• Superior verbal and written communication skills.
• Ability to delegate work effectively.
• Strong analytical, research, and critical thinking skills, along with decision-making ability.
• Capacity to work well in a team environment.
• Ability to develop and manage a team of tax professionals.
• Ability to compose written tax advice.
• Capability to develop and maintain relationships with clients.
• Executive presence and the ability to act as the primary client contact for preparation and presentation of issues and resolutions.