Experienced Tax Manager

Boos & Associates is recognized for the 8th consecutive year as one of the Fastest Growing Companies in the Central San Joaquin Valley.


We are seeking an experienced Tax Manager to be at the center of our business needs in our Long Beach CA office.

If you're ready to serve clients, grow professionally, help expand our firm, and lead others, consider applying.

What you will do:
The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Experienced Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy

Tax Compliance

• Ensures that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BOOS Tax Quality Manual ("TQM")
  • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
  • Communicates with client and Assurance any issues identified in tax accrual reviews
  • Plans and reviews the tax process and the procedures to be performed to include:
    • Budgeting and staffing
    • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
    • Timely billing including management of identified out-of-scope activity and communication to client
    • Timely collection of A/R
  • Manages client relationships/expectations in accordance with the project
  • Provides advice to clients in a timely manner

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
  • Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
  • Involves firm specialists, as appropriate

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
  • Considers the applicability of CTS and STS consulting specialties for each client
  • Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
  • Serves as a technical resource
  • Ensures client service teams comply with Firm policy; regarding Written Tax Advice ("WTA"),
  • Provides effective assistance with exam support
  • Frames projects and issues for effective delegation to seniors and associates

Tax Specialization

• Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits
  • May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
  • May train and mentor managers/ seniors/associates on ASC 740

Strategy Development

• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
  • Consistently makes suggestions as to how previous work products or approaches can be improved
  • May lead marketing campaigns, if applicable to role
  • Presents complex strategies to clients and prospective clients
  • Collaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740

• Other duties as required

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• Acts as a Career Advisor to associates and senior associates
• Schedules and manages workload of associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelors degree in Accounting or Taxation, required
• Masters degree in Accounting or Taxation, preferred

Experience

• Six (6) or more years of prior experience, required
• Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required
• Prior supervisory experience, required
• Multinational client experience, preferred

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("CE") (or the equivalent of one of these designations), required

Software

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
• Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred

Other Knowledge, Skills & Abilities

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Ability to work well in a team environment
• Able to develop and manage a team of tax professionals
• Ability to compose written tax advice
• Ability to effectively develop and maintain client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Compensation Information: 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.

More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 117 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs.

We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages.

We are an independent member of the BDO Alliance USA.

As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.