Tax FOS Manager

BDO RISE stands for round-the-clock international services for excellence and is dedicated to providing exceptional client service in the global economy to BDO USA.

Our professionals leverage consistent best practices to delivery outstanding service and solutions.

BDO RISE serves BDO USA, which utilizes the services of BDO RISE in delivering its final work product to BDO USAs clients across its Assurance, Tax, Advisory and BDO Digital practices.

- Serve as the primary point of contact for multiple locations across the US, ensuring effective communication and coordination.

- Maintain high standards of client interaction and service by communicating effectively and professionally.

- Oversee the onboarding of new clients, ensuring proper setup and handover to team members, and adhere to standard operating procedures.

- Collaborate with clients to identify and fulfill their product or service requirements.

- Plan, execute, and manage client accounts and projects to ensure successful outcomes.

- Ensure client satisfaction and retention through effective management and service delivery.

- Coordinate and support the month-end and year-end closing processes, ensuring compliance and timely, accurate reporting.

- Ensure the delivery of efficient and accurate financial reports.

- Optimize the utilization of team members to ensure that billing hours meet the firm's minimum requirements in accordance with company policy.

- Monitor team progress and direct each member to help them achieve their goals.

- Supervise and lead the team, providing guidance, training, and support.

- Manage team performance metrics and be responsible and accountable for the team's performance.

- Conduct regular one-on-one meetings with each team member to review performance, provide constructive feedback, and discuss professional development goals and opportunities.

- Collaborate daily with the onshore engagement team to deliver work to onshore clients.

- Assist in the recruitment process and liaise internally to address the need for additional resources.

• Qualification:

- Bachelors or masters degree in accounting, along with an MBA in Finance or CA or CPA.

• Knowledge, Skills & Abilities:

'- 10+ years of core accounting experience.

- Proven leadership and team management skills, with experience overseeing teams of at least 10-15 members.

- Demonstrated experience in Delivery Management within a US-based firm.

- In-depth knowledge of various US accounting systems.

- Advanced proficiency in Microsoft Office Suite.

- Exceptional verbal and written communication skills.

- Expertise in complex problem-solving and strategic issue resolution.

• US Accounting (high)
• Investment accounting (high) - 8
• Consolidated concepts (eliminating entries) Med
• Private Equity accounting Med
• Wealth enterprise (understanding what entity should pay certain costs) Med
• Basic Trust & Foundation understanding (low)
• Basic tax treatments (low)
• Some management experience people and/or project
• Experience in a reviewer role