• Ensures both 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 Rea’s tax quality control policies
• 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 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
• 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
• Correctly and proactively applies Firm policies, standards, and Rea’s tax 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
• 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 (core tax services) 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
• 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
• 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
• Supervises associates, senior associates and supervisors on all projects
• Reviews work prepared by associates, senior associates and supervisors and provide review comments
• Trains Associates, Seniors and Supervisors how to use all current software tools
• Acts as a Career Advisor to associates, senior associates and supervisors
• Schedules and manages workload of associates, senior associates and supervisors
• Provides verbal and written performance feedback to associates, senior associates and supervisors

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