BDO · 2 months ago
Tax Manager, Credits & Incentives
BDO is a leading accounting and advisory firm that provides assurance, tax, and advisory services for a diverse range of clients. The Tax Manager, Credits & Incentives is responsible for advising clients on credit and incentive opportunities, conducting research, and managing tax engagements while supervising junior staff.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Identifies complex credits & incentives situations, when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings
Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunities
Evaluates a client’s current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting
Drafts credits & incentives memorandums and other documentation on various credits & incentives issues
Conducts review of a client’s operations to determine in which jurisdictions credits & incentives opportunities may exist
Applies all applicable state tax consulting sub-specialties, and confers with other STS professionals when appropriate
Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
Assists in the development of consultative credits & incentives strategies
Manages the expectations of assigned clients
Drafts responses to notices from state taxing authorities
Represents clients before any tax authority on credits & incentives issues
Assists with exam support
Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
Provides technical client service to multi-state clients on credits & incentives matters
Conducts negotiation credits & incentives matters
Drafts technical memorandums regarding credits & incentives issues
Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
Assists with researching credits & incentives strategies
Suggests marketing approaches for new client acquisitions
Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements, and reviews work product
Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
Evaluates the performance of STS SALT Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development
Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
Qualification
Required
Bachelor's degree in Accounting or other relevant field, required
Five (5) or more years of state and local/multistate tax experience required, with experience in credits & incentives strongly preferred
Experience supervising tax professionals on a project or engagement basis, required
CPA or other relevant certification, required
Excellent verbal and written communication skills
Superior analytical and research skills
Solid organizational skills, with the ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Ability to work in a deadline-driven environment, and handle multiple projects simultaneously
Capable of effectively managing a team of tax professionals, and delegating work assignments as needed
Capacity to build and maintain strong relationships with internal and client personnel
Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel
Executive presence, with the 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 credits & incentives services
Advanced knowledge of sources utilized in credits & incentives filings
Advanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunities
Preferred
Master's degree in Accounting or Taxation or Juris Doctorate, preferred
Experience preparing and/or reviewing tax provisions, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
Exposure to and familiarity with standard tax applications and research tools, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Exceptional experiences to middle market leaders
Comprehensive compensation and Total Rewards benefits
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
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