| Job Summary: |
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| The Tax Managing Director is responsible for applying industry specific |
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| • | knowledge to advise clients on the tax implications of their business | | • | objections, evaluating and selecting alternative actions to lessen tax burden | | • | and cost of compliance, identifying different methods of complying with tax | | • | regulations while acting as the primary client contact for complex tax issues. | | • | In this role, Tax Managing Director is charged with applying knowledge to | | • | understand potential tax issues, and recognizing, communicating potential risks | | • | and potential changes in the tax policy and making top-level decisions regarding | | • | filing, preparation and resolution of questions from federal / state agencies. | | • | In addition, the Tax Managing Director will be critical member of the office / | | • | region leadership team and thus will be involved in the direct supervision as | | • | either a final or secondary reviewer under the partner. Finally, the Tax | | • | Managing Director actively participate in the marketing, networking and business | | • | development within an area of expertise and specialization while maintaining | | • | client relationships and acting as the primary contact for complex questions. |
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| Job Duties |
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| • | Tax Compliance | | • | Ensures both that (a) clients comply with all applicable authorities, while |
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| at the same time minimizing their tax and reporting burdens, and (b) self |
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| • | and client service teams comply with all Firm policies, standards, and the |
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| BDO Tax Quality Manual (“TQM”) |
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| • | Manages engagements to achieve engagement management metrics | | • | Practices hands-on client service delivery | | • | Responsible for overall client service by encouraging team’s adherence to |
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| TQM policies (including engagement letters, documentation, etc |
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| • | Research | | • | Identifies when research is needed; clearly and concisely frames issues to |
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| be researched; and clearly and concisely reports the analysis |
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| • | Identifies complex issues to be researched by engagement team and |
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| provides research methodology for efficient research process |
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| • | Technical reviewers of WTAs in an area of expertise, as applicable to |
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| role |
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| • | ASC 740 (FAS 109 and FIN 48) Tax Accruals | | • | Correctly and proactively applies Firm policies, standards, and the BDO Tax |
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| Quality Manual (TQM) regarding FAS 109 and FIN 48 |
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| • | Applies technical expertise regarding income tax provisions in the area | | • | f international tax, valuation allowance credits, business combinations, |
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| and stock based compensation issues |
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| • | Reviews and applies income tax provision efficiently | | • | Tax Consulting | | • | Assists with developing, recommending, and implementing efficient and |
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| clients’ current and future taxes |
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| • | Applies expert knowledge of the process of combining tax knowledge and |
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| results in the Firm |
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| • | Applies general knowledge of multiple tax specialties (i.e |
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| resolution |
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| • | Tax Specialization | | • | Develops an in-depth understanding of the technical and practical issues |
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| and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, |
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| compensation and benefits, accounting methods, R&D tax benefits |
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| • | Has expert knowledge of application of standards | | • | Recognized as industry expert in specialized field of taxation | | • | Use expertise to advise clients on tax implications and recommend |
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| compliance |
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| • | Strategy Development | | • | Introduces and develops new or improved ideas to improve the position of |
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| clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits. * Depending on specific role, may be required to present complex strategies |
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| to clients and prospective clients |
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| • | Other duties as required |
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| Supervisory Responsibilities |
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| • | Ability to supervise associates, senior associates and managers, as the |
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| situation dictates |
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| • | Reviews work prepared by associates and senior associates and provide review |
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| comments |
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| • | Acts as a Career Advisor to associates, senior associates and managers | | • | Schedules and manages workload of associates, senior associates and managers | | • | Provides verbal and written performance feedback to associates, senior |
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| Education |
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| • | Bachelors degree required; major in Accounting, Finance, Economics or |
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| Statistics preferred |
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| • | Masters in Accountancy or Taxation preferred |
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| Experience |
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| • | Ten (10) or more years of prior relevant tax experience and/or public |
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| experience required |
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| • | Industry expertise in one or more tax specialty preferred | | • | Prior supervisory experience required |
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| License/Certifications |
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| • | CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or |
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| these designations) required |
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| • | Possession of other professional degrees or certifications applicable to role |
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| Software |
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| • | Proficient with the Microsoft Office Suite preferred | | • | Experience with tax research databases and tax compliance process software |
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| Other Knowledge, Skills & Abilities |
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| • | Superior verbal and written communication skills | | • | Ability to effectively delegate work as needed | | • | Strong analytical, research and critical thinking skills as well as |
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| decision-making skills |
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| • | Capacity to work well in a team environment | | • | Capable of developing and managing a team of tax professionals | | • | Ability to compose written tax advice | | • | Capable of effectively developing and maintaining client relationships | | • | Executive presence and ability to act as primary client contact for |
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| preparation and presentation of issues and resolutions to clients |
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| • | 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. |
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| California Range: $190,000 - $335,000 Colorado Range: $185,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 Ohio Range: $150,000 - $300,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $196,400 - $249,400 Washington DC Range: $190,000 - $300,000 |
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| Join us at BDO, where you will find more than a career, you’ll find a place |
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| • | 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. |
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| At BDO, our purpose of helping people thrive every day is at the heart of |
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| • | 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. |
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| BDO is the first large accounting and advisory organization to implement an |
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| • | 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. |
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| We are committed to delivering exceptional experiences to middle market leaders |
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| • | by sharing insight-driven perspectives, helping companies take business as usual | | • | to better than usual. With industry knowledge and experience, a breadth and |
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| depth of resources, and unwavering commitment to quality, we pride ourselves on |
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| • | Welcoming diverse perspectives and understanding the experience of our |
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| professionals and clients |
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| • | Empowering team members to explore their full potential | | • | Our talented team who brings varying skills, knowledge and experience to |
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| challenges and opportunities |
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| • | Celebrating ingenuity and innovation to transform our business and help our |
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| clients transform theirs |
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| • | Focus on resilience and sustainability to positively impact our people, |
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| clients, and communities |
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| • | BDO Total Rewards that encompass so much more than traditional |
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| • | Benefits may be subject to eligibility requirements |
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| Equal Opportunity Employer, including disability/vets |
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| • | Click here to find out more! | | • | [ |
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