Tax Senior Manager, Digital Assets

Job Summary:

The Digital Assets Tax Senior Manager assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations now engaging with crypto/blockchain solutions. In this role, the Digital Assets Tax Senior Manager is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies.  In addition, the Digital Assets Tax Senior Manager is a critical member of the office / region leadership team and actively participates in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions. 

Job Duties:

Tax Compliance

• 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 BDO Tax Quality Manual (“TQM”)
  • Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible
  • Ensures all data needed to comply with filing requirements are collected
  • Identifies and properly communicates missing items to prepare return
  • Utilizes Firm compliance software to maximize efficiency in tax prep process
• Collaborates with Principals, Tax Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
• Delivers high quality federal, state, and international tax compliance services
• Leads complex engagements with a team of tax professionals 
• Manages the engagement including billing, collections, and the budget for projects
• Builds and manages client relationships
• Ensures/Documents client work and conclusions in the client tax file

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
  • Trains managers / staff on research skills and helps to appropriately frame tax issues for analysis
  • Involves firm specialists, as appropriate

Tax Consulting

• Assists with identifying, developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
• Leads clients with legal entity structuring, token genesis events, deal analysis, revenue recognition, sourcing, and implementation of clients’ tax objectives
• Prepares and leads client meetings on advisory and compliance projects related to tax planning opportunities, and the tax implications of various transactions to the organization

Other duties as required

Supervisory Responsibilities:

• Manages teams of Managers, Tax Seniors, and Associates

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred 
• Master’s Degree in Accounting or Taxation, preferred

Experience:

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Prior supervisory experience, required
• Blockchain and Cryptocurrency industry experience supporting lab companies, NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies