Sr. Manager, STS Research & Development (R&D)
BDO USA, LLP - Chicago, IL

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A Research & Development (R&D) Senior Manager in BDO’s Specialized Tax Services (STS) business is charged with helping clients in identify, document, and support tax positions related to their R&D tax credits and deductions. The R&D Senior. Manager is a critical member of the STS R&D leadership team and actively participates in the marketing and business development of the R&D practice. In addition, the STS R&D Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members.

External Job Description - Essential Duties/Functions
Tax Specialization

- Maintains and 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

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 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

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

Research

- Identifies complex situations where research is necessary provides an outline of the issue (s) and conducts appropriate investigation on identified topics

- Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings

- 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

- Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues

- 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

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 Managers, Senior Associates, Associates, and Interns

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

- Effectively evaluates the performance of STS R&D Managers, Senior Associates, Associates, and Interns 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 Managers, Senior Associates, Associates, and Interns

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

External Job Description - Qualifications
Education:

- Bachelors degree in Accounting or other relevant field required

- Masters degree in Taxation preferred

- Juris Doctorate (J.D.) preferred

Experience:

- Seven (7) or more years of prior experience required

- Six (6) or more years experience in R&D tax consulting required

- Prior experience supervising tax consulting professionals required

- Prior experience preparing and/or reviewing tax provisions preferred

- Prior experience with corporate taxation, consolidations, and partnerships preferred

License/Certifications:

- CPA, preferred

Software:

- 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

Language:

- 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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