Tax Senior Manager, Digital Tax Solutions

Job description

The Tax Senior Manager, Digital Tax Solutions, as a member of the Digital Tax Solutions team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools.

Job Summary

The Tax Senior Manager, Digital Tax Solutions is responsible for marketing, networking, and business development. The role is also responsible for assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce. Client engagements may include optimization or implementation of existing client tools, custom BDO tax/data solutions, or 3rd party vendor solutions. The Tax Senior Manager, Digital Tax Solutions is charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment as well as developing training and documentation during the final client hand-off stage. Additional duties include ongoing maintenance and consulting as well as providing support to clients’ post-implementation, such as on-site or virtual “go-live” or close assistance within new systems. It is expected that there will be some form of attendance, participation in, or presentation role at various conferences and events throughout the U.S. Other responsibilities may include collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients as well as supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Job Duties

Tax Consulting

Qualifies viability of prospective clients or projects and identifies opportunities to expand current business

Leverages business domain expertise and understanding of inner workings of business functions to design customized technology and business solutions

Understands the full picture of a client’s tax function and develops unique strategies aligned with business objectives

Leads planning or project delivery meetings that may include proposal delivery and solutions workshops or training

Constructs work plans for tax consulting projects performed for one's clients and directs team accordingly

Manages client expectations and requirements

Gathers client requirements, estimates fees, and prepares or reviews high level scoping and proposed solutions for client proposals

Drafts clear and compelling proposals and business cases

Establishes internal standards and processes for the practice

Communicates complex technical items to target audience so that relevant issues are clearly understood

Engagement / Project Management

Demonstrates expert project and process management skills; can effectively manage multiple large scale, complex projects at once

Sets strategy, establishes methodology, and determines the appropriate work plan for a given client

Takes full ownership of risk mitigation and quality assurance, with support from leadership

Understands proper scoping and manages Tax AI team to ensure client engagement terms are followed

Oversees execution of standard project setup procedures, monitors billing and project economic management, including delivering project on time and within budget by utilizing project management and client service skills

Orchestrates between project teams and client to ensure alignment on project milestones and deliverables

Can construct a comprehensive quantitative and qualitative business case for client to justify the investment and commitment of management time coupled with financial and human resources

Client Service

Clearly identifies client’s business requirements and expectations at the beginning and throughout a project or engagement

Communicates status to clients in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information to manage projects or engagements

Identifies and appropriately bills for out-of-scope services

Advises and proactively communicates with clients when complex issues are identified

Other duties as required

Supervisory Responsibilities

Schedules and manages the workload of Associates and Senior Associates

Reviews work prepared by Associates and Senior Associates and provides review comments

Acts as a Career Advisor to Associates and Senior Associates and provides verbal and written performance feedback

Education

Qualifications, Knowledge, Skills and Abilities:

Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred

Graduate degree, preferred

Experience

Eight (8) or more years of experience with technology or tax systems, required

ASC 740 tax accounting, consulting, or income tax compliance, preferred

Leadership experience, preferred

License / Certifications

Certification in (1) or more of the following, preferred:

CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations)

Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification

Alteryx, RPA Microsoft PowerApps, or other analytics software certification

Software

Proficient in Microsoft Excel, required

Advanced Microsoft Excel skills, preferred

Experience with one (1) or more of the below software / tools, preferred:

Systems such as Bloomberg, Oracle, Thomson Reuters, Longview, OneStream or Corptax

RPA tools (UiPath, PowerAutomate, etc.)

ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.)

Visualization tools (Power BI, Tableau, etc.)

Language

N/A

Other Knowledge, Skills & Abilities

Demonstrated ability to work well remotely

Solid verbal and written communication skills

Strong people skills, including training/instruction with professionals at all levels and ability to work in a team

Ability to prepare and conduct presentations to clients and potential clients

Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client

Demonstrated sound decision-making skills

Advanced understanding of tax accounting and/or solution development concepts

Advanced knowledge and skill level in engagement management including project management skills and administrative tasks

Ability to complete projects independently

Ability to travel 15-30% of the time

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: $99,750 - $262,500

Maryland Range: $99,750 - $262,500

NYC/Long Island/Westchester Range: $99,750 - $262,500

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.

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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

atlanta, GA, 30383, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.