Small Business Tax Manager

Small Business Tax Manager sought for a new hybrid position in the Gilbert Arizona area. Person will oversee tax planning, compliance, and strategy for a portfolio of small business clients. A portion of the client base will be in the dental, medical, and veterinary industries. This role requires a strong focus on relationship management, acting as the primary point of contact for clients, addressing their tax concerns, and providing proactive tax advice tailored to their specific needs. Review tax returns, ensure clients are compliant with tax regulations, identify opportunities for tax savings. Strong communication and organizational skills are essential, ability to review basic bookkeeping work, along with a deep understanding of small business tax laws and strategies.

Significant Advantages for the Small Business Tax Manager

Help to grow a small business tax presence in your home market of Phoenix
Take advantage of all the technical support, team support and benefits of a Top 100 CPA firm
Specialize a practice with the help of a skilled partner
Competitive compensation for a 5-7 year public accounting-based Tax Manager
An upwardly mobile opportunity if desired
Work out of your home


The Role of Small Business Tax Manager

- Tax Services

• 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 all firm services for small business clients, especially dental, medical and related industry clients
• Ensures client service regarding Written Tax Advice (“WTA”)

- 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, partnerships, 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

- 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
• Reviews studies of tax implications and offers clients alternative courses of action
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods

- Tax Compliance

• Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
• Communicates with clients and assurance any issues identified in tax accrual reviews
• Plans and reviews the tax process and the procedures to be performed.

- Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Applies most Firm and professional standards for preparation of WTA (“Written Tax Advice”) and tax returns

- ASC 740-10 (FAS 109 and FIN 48) Tax Accruals

• Correctly and proactively applies firm policies, standards, and firm's quality control policies regarding FAS 109 and FIN 48
• Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM regarding them
• Explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10
• Communicates with assurance counterparts to timely plan tax accrual reviews, including budget, scope and delivery dates
• Utilizes and manages STS (specialized tax services), as needed

Background Profile

• Ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Interested in developing and managing a team of tax professionals
• Capable of building and maintaining relationships with centers of influence

• Bachelors degree in Accounting or other relevant field required
• 5 - 8 years of prior experience in taxation
• Some supervisory experience
• CPA