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Job description
JOB DESCRIPTION
A 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 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 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 Summary
JOB DESCRIPTION
A 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 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 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
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 BIG Managers, Senior Associates and Associates on assigned engagements and reviews work product
Ensures 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 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 BIG Managers, Senior Associates, Associates and Interns
Acts as Career Advisor to BIG Managers, Senior Associates and Associates, as appropriate
Education
Qualifications, Knowledge, Skills and Abilities:
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
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
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass 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 !
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
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Worksite address
detroit, MI, 48228, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.