Job Summary:

The Tax Operations Manager is responsible for participating in and overseeing a variety of tax related projects in support of the overall key strategies and initiatives of the tax practice. In collaboration with Practice Leader, this role is responsible for ensuring client work is completed by managing practice operations and influencing managers and staff toward achieving desired results.

Job Duties:

• Supervises, participates in, and develops new detailed project plans encompassing key tasks, milestones and critical path activities to meet tax practice initiatives and client commitments
• Identify and manage team members to execute department’s operational goals
• Act as knowledge manager for the engagement team, and manage accordingly, including planning and leading meetings with personnel and third-party service providers
• Assist in onboarding new clients
• Reviews current processes and develops action plans to address key areas for improvement including process efficiency and client satisfaction
• Works closely with the Regional Tax Director and Regional Tax Administrator on process improvement recommendations and new process implementations & development specifically to drive workplace efficiency during busy season
• Manages key processes including scheduling, e-filing, billing, engagement letter creation, tax return workflow, client communications, and other processes, as needed
• Partners with Office Administrator on process changes
• Collaborates the Partners and Managers in identifying areas for process and communication improvement
• Serves as the group point of contact for managing documents and communications
• Participates on weekly calls
• Manages and communicates timelines and tasks regularly to team and assigns client tasks to Managers and Staff as work becomes available
• Assists partner with the development of marketing materials
• Coordinates with local audit teams to ensure workflow tracker is updated, communicates changes to tax partner and managers to facilitate getting work into the pipeline
• Assists with coordinating materials and scheduling local and regional tax trainings as needed
• Other duties as required

Supervisory Responsibilities:

• Supervises and manages the tasks and projects of the department
• Liaising and managing relationships with third-party software service providers

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Business Administration, Taxation, Accounting or related field required

Experience:

• Five (5) or more years of tax, tax administration, or project management experience required
• Experience in developing, implementing, and maintaining tax processes preferred Experience in collecting, analyzing and reporting metrics preferred
• Ability to draft and create effective internal and external written communication is required

License/Certifications:

• N/A

Software:

• Proficiency in the use of Microsoft Office, specifically Excel, PowerPoint and Word required
• Proficiency with Go File Room preferred
• Proficiency with PeopleSoft preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Strong verbal and written communication skills
• Analytical and diagnostic skills
• Ability to successfully multi-task while working independently or within a group environment
• Capable of working within a deadline-drive environment and handing multiple projects simultaneously
• Solid organizational skills with the ability to meet project deadlines with a focus on details
• Ability to adapt communication style to successfully convey messages and objectives to diverse audience
  

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets