Tax - 1065 - Associate Director

The Core Tax Services Senior Manager is responsible for:

• Advising BDO USA clients on the tax implications of their business objectives.
• Evaluating and selecting alternative actions to reduce tax burdens and the cost of compliance.
• Identifying different methods for complying with tax regulations while acting as the primary client contact for complex tax issues.
• Applying knowledge to understand potential tax issues, recognizing and communicating potential risks, and anticipating changes in tax policy.
• Marketing, networking, and business development within areas of expertise and specialization.
• Providing written tax advice to clients as needed.
• Leading and managing business relationships with a focus on delivering high-value tax advice and expanding services to clients.
• Interacting directly with clients, handling questions, planning, and providing consulting services.
• Managing the quality of compliance and consulting deliverables.
• Reviewing research findings and ensuring the accuracy of tax-related documentation.
• Managing corporate client needs in relation to tax services, with knowledge of separate federal, state, and local tax compliance according to U.S. laws.
• Staying up-to-date on current tax practices and changes in tax law.
• Taking an active role in Tax Leadership meetings and contributing to the growth of the Tax practice.
• Performing other duties as assigned.

Qualifications:

• Bachelor's degree in Accounting or other relevant field required.
• Master's degree in Accounting beneficial, Master's degree in Taxation preferred.
• EA (Enrolled Agent) or CPA certification required.
• 14+ years of prior experience in tax services.

Experience and Skills:

• Leading and managing business relationships, focusing on delivering high-value, quality tax advice.
• Directly interacting with clients, handling tax-related questions, planning, and consulting.
• Reviewing and managing compliance and consulting deliverables.
• Knowledge of federal, state, and local tax compliance for corporate clients.
• Staying current with tax law changes and applying them to client needs.
• Active participation in Tax Leadership meetings and helping to build the Tax practice.

Software Experience:

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

Other Knowledge, Skills, and Abilities:

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