Overview In this role you will advise clients on tax implications of business objectives, identify compliant and tax-efficient approaches, and serve as the primary contact for complex issues. You will assess tax risks and monitor policy changes, while contributing to marketing and business development within your specialization. You'll apply technical knowledge to client needs and deliver written tax guidance when needed. This position sits at the intersection of client service, technical excellence, and leadership within the tax team.
Compensation / Benefits- ESOP
- BDO Total Rewards benefits
Responsibilities- Ensure tax compliance while minimizing tax and reporting burdens for clients and internal teams
- Lead high-level reviews of tax returns and resolve issues with clients, involving specialists as needed
- Plan and oversee tax processes, including budgeting, staffing, and time/billing management
- Manage client relationships and expectations, providing timely tax advice
- Conduct tax research, frame issues clearly, and report analyses concisely
- Apply ASC 740 (FAS 109, FIN 48) and related firm policies; interpret income tax provision components and uncertain tax positions
- Communicate with Assurance for tax accrual planning; utilize STS as needed
- Assist with developing and implementing efficient tax methods to maximize client benefits
- Develop deep specialization in one or more tax areas and potentially deliver internal CPE training
- Lead strategy development to improve client positions and organizational processes
- Supervise and mentor associates and senior associates; train on tools and career development
Key requirements- Five (5) or more years of tax experience in public accounting, private industry, or consulting
- Prior supervisory experience
- CPA, Attorney, or EA certification (or equivalent)
- Industry expertise in one or more tax specialty is preferred
- Proficient in Microsoft Office; experience with tax research databases and tax compliance software is preferred
- Strong verbal and written communication
- Effective delegation and team leadership
- Analytical, research, and critical thinking
- Tax compliance and planning
- ASC 740 / FAS 109 / FIN 48
- WTA (Written Tax Advice) processes
