Role Description
The Tax Manager, Digital Tax Solutions, as a member of the Tax Automation & Innovation team, applies industry knowledge as well as educational background and experience to collaborate with clients of the firm and team members to implement tax automation tools.
The Tax Manager, Digital Tax Solutions is responsible for:
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Marketing, networking, and business development as directed.
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Assessing client tax departments end-to-end and determining the best areas in need of automation across tax data, process, technology, and workforce.
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Running engagements from the proposal and scoping phase to overseeing design, building, testing, and deployment.
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Developing training and documentation during the final client hand-off stage.
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Ongoing maintenance and consulting, providing support to clients’ post-implementation.
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Attendance and participation in various outside networking opportunities throughout the U.S.
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Collaborating with multiple offices within the firm to assist other business line engagement teams in delivering tax solutions.
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Supporting the firm through development of new internal tax solutions or consulting and training on existing internal tax processes, technologies, and applications.
Qualifications
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Bachelor's degree, required; focus in Accounting, Finance, Computer Science, Data Analytics, or Technology, preferred.
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Graduate degree, preferred.
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Five (5) or more years of experience with technology or tax systems, required.
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ASC 740 tax accounting, consulting, or income tax compliance, preferred.
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Leadership experience, preferred.
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Certification in (1) one or more of the following, preferred:
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CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”).
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Bloomberg, Corptax, Longview, Orbitax or Thomson Reuters certification.
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Alteryx, RPA Microsoft PowerApps, or other analytics software certification.
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Experience with one (1) or more of the below software/tools, preferred:
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Systems such as Bloomberg, Corptax, Longview, OneStream, Oracle or Thomson Reuters.
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RPA tools (UiPath, Power Automate, etc.).
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ETL tools (Alteryx, Power Query, Power Pivot, Tableau Prep, etc.).
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Visualization tools (Power BI, Tableau, etc.).
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Proficient in Microsoft Excel, required; advanced Microsoft Excel skills, preferred.
Requirements
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Demonstrated ability to work well remotely.
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Solid verbal and written communication skills.
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Strong people skills, including training/instruction with professionals at all levels and ability to work in a team.
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Experience preparing and conducting presentations to clients and potential clients.
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Executive presence, strong client development/relationship-building skills, and the ability to be primary contact for the client.
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Demonstrated sound decision-making skills.
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A demonstrated proficiency in tax accounting and/or solution development concepts.
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An advanced knowledge and skill level in engagement management including project management skills and administrative tasks.
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Ability to complete projects independently.
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Ability to travel 10-25% of the time.
Benefits
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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.
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National Range: $79,800 - $168,000.
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Maryland Range: $79,800 - $168,000.
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NYC/Long Island/Westchester Range: $79,800 - $168,000.
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Washington DC Range: $79,800 - $168,000.
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BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
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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.
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BDO Total Rewards encompass more than traditional benefits.