Job Information
BDO USA, LLP Managing Director, Business Incentives Group (TCM) in Seattle, Washington
Job Summary: An STS 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 STS 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 STS 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 STS BIG Managers, Senior Associates and Associates on assigned engagements and reviews work product Ensures STS BIG Managers, Senior Associates, Associates and Interns are trained on