[Hiring] Tax Experienced Manager, Tax Automation & Innovation @BDO USA, P.C.

Role Description

The Tax Automation & Innovation (Tax AI) Experienced Manager, as a member of the Tax Automation & Innovation team, applies industry knowledge and experience to collaborate with clients of the firm and team members to implement tax automation tools. The Tax Automation & Innovation Experienced Manager is responsible for marketing, networking and business development as directed. 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.
• Charged with running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment.
• Developing training and documentation during the final client hand-off stage.
• Ongoing maintenance and consulting as well as providing support to clients’ post-implementation.
• Attendance, participation in, or presenter role at various conferences and events throughout the U.S.
• Collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions to their clients.
• Supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.

Qualifications

• Bachelor’s degree required; emphasis in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred.
• Graduate degree, preferred.
• Six (6) or more years of experience with technology or tax systems, required.
• ASC 740 tax accounting, consulting, or income tax compliance, preferred.
• Leadership experience, preferred.
• Certification in one or more of the following technologies, required: Corptax, Longview, Orbitax, OneStream, Thomson Reuters, Alteryx, or Microsoft Power Apps.
• CPA certification, preferred.
• Proficient in Microsoft Excel required; advanced Microsoft Excel skills, preferred.
• Experience with one or ideally multiple of the following software/tools, preferred:
• Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters.
• RPA tools (UiPath, Power Automate, etc.).
• ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.).
• Visualization tools (Power BI, Tableau, etc.).
• 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.
• Experience preparing and conducting 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.
• A demonstrated proficiency in tax accounting and/or solution development concepts.
• An advanced knowledge and skill level in engagement management including project management skills and administrative tasks.
• Ability to complete projects independently.
• Ability to travel 10-25% of the time.

Requirements

• Qualifies viability of prospective clients or projects and identifies opportunities to expand current business.
• 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.
• Understands work plans for tax consulting projects performed for one's clients and directs staff accordingly, as applicable.
• Assists in managing client expectations and requirements.
• Gathers client requirements, estimates fees, and prepares high level scoping and proposed solutions for client proposals.
• Drafts clear and compelling proposals and business cases.
• Identifies opportunities to streamline internal standards and processes for the practice.
• Communicates complex technical items to target audience so that relevant issues are clearly understood.
• Demonstrates advanced project and process management skills; effectively manages multiple large scale, complex projects at once.
• Gains exposure to setting strategy, establishing methodology, and determining the appropriate work plan for a given client by working with Tax AI leadership.
• Takes ownership of risk mitigation and quality assurance, with support from leadership.
• Understands proper scoping and works with Tax AI team as appropriate to ensure client engagement terms are followed.
• Executes standard project setup procedures, tracks billing and basic project economic management, including delivering project on time and within budget by utilizing project management and client service skills.
• Collaborates with project teams and client to understand the big picture when developing and implementing projects.
• Constructs a comprehensive quantitative and qualitative business case for client to justify the investment and commitment of management time coupled with financial and human resources.
• Identifies client’s business requirements and expectations at the beginning of a project or engagement and communicates to staff.
• Communicates status to the client in line with the frequency agreed upon; promptly responds to requests and gathers pertinent information when applicable.
• Helps clients navigate complex issues.
• Manages Tax AI staff in completion of projects.

Benefits

• 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: $94,500 - $189,000
• Colorado Range: $135,000 - $167,000
• Maryland Range: $94,500 - $189,000
• NYC/Long Island/Westchester Range: $94,500 - $189,000
• Washington DC Range: $94,500 - $189,000