R&D Tax Credits Manager- US Tax

BDO RISE stands for round-the-clock international services for excellence and provides exceptional client services to our clients based in the US.

BDO RISE accesses the abundance of highly credentialed professionals in India across a wide range of disciplines, bringing their skills and talents to help solve the complex business issues that arise in a world that never sleeps. Our professionals operate seamlessly as part of BDO USA engagement teams, leveraging consistent best practices while accessing our global resources to deliver outstanding service and solutions for our clients.

BDO RISE serves BDO USA clients across our Assurance, Tax, Advisory and BDO Digital practices. On every engagement, our India-based professionals work closely and collaboratively with US-based counterparts as one integrated team; the BDO approach is one of collective responsibility and shared recognition. 

We value diversity of perspectives and skills. And we recognize that in an increasingly complex world, the need for professional growth is constant. BDO is fully committed to the ongoing career development of our people with mentorship relationships, and with structured training. 

Job Duties

Tax Consulting:

• Provides premier-quality services to our clients leveraging and/or improving our standard business practices and technologies
• Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs
• Prepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc.
• Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimal
• Initiates initial kick off and internal (and also client) connects to discuss engagement progress, and provide updates on next steps and timeline.
• Takes initiative to ensure proactively that due dates are met
• Prepares or reviews final client deliverables summarizing, e.g., our analysis and results
• Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information
• Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
• Complies with industry standards and the policies outlined in the BDO Tax Quality Manual

Supervisory Responsibilities

• Trains and mentors STS BIG Interns, Associates, and Senior Associates
• Make thorough reviews of work products provided by Senior Associates or below, and provide feedback on the same.
• Make connects with US regions, to help build rapport and work towards increasing RISE utilization on engagements.

Qualifications, Knowledge, Skills, and Abilities

Qualifications

• Bachelor's degree in accounting or another relevant field required

Experience

• 7 or more years prior experience in accounting, tax or finance (including internships)
• Prior experience in research and development and/or other tax consulting roles (e.g., accounting methods, Section 174, 263A, FDII, Employee Retention Credits, Investment Tax Credits, Production Tax Credits)
• Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred

License/Certifications:

• Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred

Software:

• Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred 

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• Has Leadership mentality
• Ability to interact effectively with people at all organizational levels of BDO
• Ability to work independently and within a team environment with a focus on superior customer service
• Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment
• Strong initiative, drive to lead, and desire and ability to enhance and grow the STS practice