R&D Tax Manager
BDO USA, LLP - Los Angeles, CA

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An Research & Development (R&D) Manager in BDO’s Specialized Tax Services (STS) business is responsible for helping clients identify, document, and support tax positions related to this specialty’s area of tax law upon examination and at appeals. In this role, the STS R&D Manager will assist with developing and driving related business development, process improvement, and team-building initiatives.

External Job Description - Essential Duties/Functions

R esearch

- Identifies all situations where research is necessary and conducts appropriate investigation on identified topics

- Confirms accuracy of facts and sources where appropriate

- Prepares studies of tax implications and outlines alternative courses of action to clients

- Composes effective research memos in support of projects / transactions

- Develops effective presentations for marketing and sales opportunities

Tax Compliance

- Ensures clients comply with applicable authorities

- Identifies options for minimizing client tax and reporting burdens

- Identifies “gray areas” and recognizes and communicates to partners related risks

- Completes accurately appropriate workpapers and tax returns forms

- Ensures firm risk management and tax quality control standards and protocols are met

- Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues

Tax Consulting

- Develops, recommends, and implements solutions to provide clients maximum tax benefits

- Stays informed of new legal and factual developments affecting clients’ R&D tax positions and identifies and communicates to partners effective approaches to optimize these positions

- Identifies and assists in maximizing all potential R&D tax benefits

- Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting R&D benefits on exam and at appeals

Tax Controversy

- Effectively represents clients before tax authorities

- Responds effectively to inquiries from federal and state tax authorities regarding R&D tax issues and questions

Tax Specialization

- Develops an in-depth understanding of the technical and practical issues and opportunities regarding R&D tax benefits

- Identifies client opportunities and issues having to do with tax specializations other than R&D

ASC 740-10

- Understands and applies industry and firm FAS 109 and FIN48 standards

- Recognizes, measures, and documents effectively financial benefit of R&D positions

Strategy Development

- Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel

- Suggests marketing approaches for new client acquisition

Other duties as required

Supervisory Responsibilities:

- Effectively supervises and reviews the day-to-day work of STS R&D Senior Associates and Associates on assigned engagements

- Ensures STS R&D Senior Associates, Associates, and Interns are well trained in all required areas

- Effectively evaluates the performance of STS R&D Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development

- Delivers periodic performance feedback and completes constructive performance evaluations for STS R&D Senior Associates, Associates, and Interns

Acts as Career Advisor to STS R&D Senior Associates and Associates

External Job Description - Qualifications


- Bachelors degree in Accounting or other relevant field required

- Masters degree in Taxation preferred

- Juris Doctorate (J.D.) preferred


- Five (5) or more years of prior experience required

- Prior experience in R&D tax consulting preferred

- Prior experience supervising tax consulting professionals required

- Prior experience preparing and/or reviewing tax provisions preferredPrior experience with corporate taxation, consolidations, and partnerships preferred


- CPA certification preferred

- Enrolled Agent preferred


- Proficient in the use of Microsoft Office, especially Excel and Word

- Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs


- English

Other Knowledge, Skills & Abilities:

- Knowledge, skills, and abilities in the R&D tax area commensurate with the level of experience required above

- Excellent oral and written communication skills

- Superior analytical and research skills

- Solid organizational skills, especially ability to meet project deadlines with a focus on details

- Ability to successfully multi-task while working independently and within a group environment

- Proven 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 firm and client personnel and the ability to successfully interact with professionals at all levels

- Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel

- Executive presence and ability to act as primary contact on assigned engagements

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BDO has over 90 years of experience providing value-added assurance, accounting, tax and advisory services to a broad range of clients...