Senior Manager Of Tax Quality And Risk Management

BDO Woodbridge , NJ 07095

Posted 3 months ago

Job Summary

BDO's 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.

The Senior Manager of Tax Quality and Risk Management (TQRM) will conduct TQR project reviews, coordinate/schedule project and in-person review and may also lead/conduct in-person reviews. 'Responsible for applying tax technical expertise to projects and developing remediation plans, as needed.

Qualifications

Education:

  • BS / BA Degree or equivalent required

Experience:

  • A minimum of six (6) years of experience with an accounting firm focused on tax required

License/Certifications:

  • CPA, Enrolled Agent and/or bar admission required

Software:

  • Able to use various tax applications and research tools

Other Knowledge, Skills & Abilities:

  • Advanced knowledge and experience with IRS procedures

  • Demonstrates superior verbal and written communication skills

  • Exhibits solid analytical and decision-making skills

  • Ability to meet project deadlines with a focus on organization and detail

  • Expert knowledge of tax including development/execution of market strategy and risk management procedures

  • Proven verbal and written communications skills and the ability to communicate complex tax concepts to tax professionals and clients

  • Ability to use various tax research products effectively

MON


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Family Office Management Financial Director

Bessemer Trust

Posted 4 months ago

VIEW JOBS 7/12/2019 12:00:00 AM 2019-10-10T00:00 The Family Office Management (FOM) group at Bessemer Trust, which provides operational and administrative services to ultra-high net worth families, trusts, and foundations, is actively recruiting an experienced CPA to serve as Financial Director in its Woodbridge, New Jersey office. The primary focus of this position will be to coordinate the delivery of financial reporting and related services to Bessemer's largest and most complex clients. This position requires proven competency in both complex accounting and high end / high touch client service. Primary Responsibilities * Accounting & Financial Reporting: * Analyze and summarize current as well as historical client financial data in order to support the preparation of unaudited statements, including balance sheets, statements of net worth, income statements, budgets, cash flow statements, and estate plan summaries. * Familiarity with consolidated financial statement preparation. * Must possess a good understanding of investment accounting, including alternative investments. * Must be willing to perform all levels of accounting work directly as needed, especially quality control. * Team Coordination: * Coordinate closing with relevant FOM service teams (e.g., consolidated reporting, accounting, bill pay, HR/payroll), client advisory teams, and other Bessemer expert teams (e.g., Tax Department). * Serve as the ultimate quality control on all services delivered to clients. * Client Service: * Interact successfully with sometimes demanding high net worth individuals or their representatives (e.g., their CFO or head of family office) in a highly professional manner to ensure that all client needs and requests are met (e.g., respond quickly, professionally, and thoroughly to requests). * Carefully manage client expectations to support successful service delivery experience. * Controls & Audit: * Provide department leadership in terms of maintaining and enhancing controls / procedures related to client service delivery. * Proactively incorporate regulatory requirements and operational risk management in all areas with an audit mindset. Qualifications * Bachelor's degree in accounting or finance with a minimum of 10-15 years relevant work experience * CPA required * Tax experience beneficial * Demonstration of a progression in responsibility with significant direct staff management experience * Proficiency in the use of QuickBooks accounting software preferred * Strong computer skills and proficiency in Microsoft Office * Strong organizational skills with the ability to prioritize and manage multiple assignments for several clients in a fast-paced environment and the ability to meet deadlines with efficiency and accuracy * Clear communicator with good writing / presentation skills and strong interpersonal skills who is detail oriented, highly motivated, and a self-starter * Demonstrated ability to use tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation * Requires periodic travel to client or prospect locations Bessemer is committed to creating a diverse and inclusive environment, and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply. Bessemer Trust Woodbridge NJ

Senior Manager Of Tax Quality And Risk Management

BDO