Tax Managing Director, Business Incentives Group (TCM)

Job Summary:A 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 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 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:ResearchIdentifies all situations when research is necessary and conducts appropriate investigation on identified topicsAnalyzes researched facts and the sources utilized Prepares studies of tax implications and outlines alternative courses of action to clientsDevelops comprehensive sales Talking Points document for marketing and sales opportunitiesTax ComplianceEnsures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdensIdentifies “gray areas” and recognizes related risk potential for contingent tax liabilitiesCompletes pro forma Forms 6765 and related state formsEnsure tax engagement letters are adopted prior to engagement work commencingCommunicates with appropriate clients, Core Tax Services and Assurance personnel regarding any issued during reviewsTax ConsultingDevelops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligationsIdentifies and assists in maximizing all potential BIG credit, deduction and other federal and state opportunities legally available to clientsHandles inquiries from federal and state agencies regarding all tax issues and questionsDrafts responses to examiner questions and challengesMonitors implementations of workplans for tax consulting projectsProvides assistance with protests at the appeals levelProvides recommended solutions by combining tax knowledge and knowledge of business / industryTax ControversyRepresents clients before any tax authority on contested issuesResponds to all questions from federal or state agencies Tax Related SoftwareUtilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasksTax SpecializationDevelops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsActs as industry expert in BIGIdentifies cross-selling opportunities with other tax specializationsManages BIG services provided to assigned clientsDevelops tools and/or improvements allowing for enhance the efficiency or services of the BIG practiceASC740-10Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48Recognizes, measures and documents financial benefits to clients Strategy DevelopmentDevelops 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 benefitsResearches and implements new tax strategiesLeads marketing campaigns and external BIG initiativesOther duties as requiredSupervisory Responsibilities:Supervises the day-to-day work of BIG Managers, Senior Associates and Associates on assigned engagements and reviews work product Ensures BIG Managers, Senior Associates, Associates and Interns are trained on all relevant tax issues and softwareEvaluates and works effectively to enhance the performance of BIG Managers, Senior Associates and Associates and assists in the development of their professional goals and objectives Delivers frequent unofficial and periodic official performance feedback and completes performance evaluations for BIG Managers, Senior Associates, Associates and InternsActs as Career Advisor to BIG Managers, Senior Associates and Associates, as appropriateQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting, requiredMaster’s degree in Taxation, preferredJuris Doctorate (J.D.), preferredExperience:Ten (10) or more years of prior experience in Research & Development tax consulting, requiredPrior experience supervising tax professionals on a project or engagement basis, required Prior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations and partnerships, preferredLicense/Certifications:CPA certification or other relevant certification, preferredSoftware:Proficient in the use of Microsoft Office Suite, specifically Excel and WordExperience with tax related software and research databases such as Caseware, GoSystems, and other comparable programsLanguage:N/AOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsSuperior analytical and research skills Solid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effective managing a team of tax professionals and delegating work assignments as neededAbility to build and maintain strong relationships with internal and client personnel Ability to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax servicesAdvanced knowledge of sources of relevant information utilized in tax filings Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issuesIndividual 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: $157,500 - $420,000Maryland Range: $157,500 - $420,000NYC/Long Island/Westchester Range: $157,500 - $420,000Washington DC Range: $157,500 - $420,000At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.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. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2026-08-24