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Director, Tax Operations

May 29, 2026

Job Summary JOB DESCRIPTION The Director, Tax Operations (“Director”) is responsible for a wide range of functions and responsibilities, all serving to oversee, manage, innovate, introduce and progress the operations and development of the Geography’s Tax Practice, both as a whole and for the professionals within the Practice. The ability to perform these duties in a real-time environment, to monitor and assess on a continuous basis in the most optimal manner in which to maximize the effectiveness and efficiency of all the geography’s resources and practices. Job Duties <ul><li> Aids Managing Partner (MP) with long-term and day-to-day operations of the Geography</li><ul><li> Assists the MP (and Market Managing Partners (MMPs)) with formal and informal succession planning of the Geography to ensure smooth transition of roles within the geography and local departments with limited to no disruption to operations or exceptional client service, as well as promoting career advancement. </li><li> Serves as a designee by the MP to review and assess the details of any issues that arise in an office to provide the MP with the pertinent and relevant facts so that the MP can make the most informed decision with real time information </li><li> Builds relationships and trust with MMPs and their office leaders </li></ul><li> Works as liaison with FP&A management teams, as needed</li><ul><li> Works as liaison between FP&A and local offices on initiatives and training, including identification of additional local office training needs </li><li> Assists with continuation and completion of project close process; will leverage knowledge and relationships with local office personnel to follow up directly with individuals as needed to ensure a timely project close and renewal process </li><li> Assists as a resource to local offices for implementation of Billing Playbook and strategies to help decrease DSO </li></ul><li> Assists in the budget process for the Geography’s Financial Statements, as well as analyze the Monthly (or Quarterly, Year-to-date, etc.) operating results</li><ul><li> Prepares brief write-ups (Quasi-MD&A)/ analysis comparing the Monthly, Quarterly and YTD results to budget and to prior year, noting the significant fluctuations, if any; investigates any matter that appears to be unusual or isn’t easily identifiable by maintaining a monthly summary </li><li> Develops benchmarks and consistent analysis for offices to use when assessing client portfolios </li></ul><li> Supports the implementation of standardized processes and methodology throughout the geography</li><ul><li> Remains current on national firm standards, processes, and initiatives </li><li> Evaluates current processes and state of implementation of national firm standards within each office </li><li> Implements a plan for each office to adopt firm standards, including identification of training needs and coordination of those training sessions in conjunction with National Tax </li><li> Follows up on consistency of process implementation and application and inform MMPs on status </li><li> Coordinates with the Total Tax Transformation Leader for each office in the geography to ensure standardization and accountability throughout the geography; assists MMPs with the leader selection process, works with selected leaders to ensure they understand their goals, and helps identify support needed in order to attain those goals </li></ul><li> Coordinates and monitors the general development needs for Geography’s Offices </li><li> Supports the Resource Management strategy by providing MP with top level analysis of productivity by Office </li><li> Advises and supports the integration team in relation to expansion offices in the Geography </li><li> Works with P&C and local Management teams on the following:</li><ul><li> Identifies best practices and policies within each office as it relates to employee satisfaction </li></ul></ul>Supervisory Responsibilities <ul><li> Oversees operational Managers, Senior Associates, and Associates as assigned </li><li> Acts as a Career Advisor as assigned </li></ul>Education Qualifications, Knowledge, Skills, and Abilities: <ul><li> Bachelor’s degree, focus in Accounting, or Finance, required; OR High School Diploma/GED and eight (8) or more years of experience at a large public accounting firm, required </li></ul>Experience <ul><li> Experience in project management, including developing and managing project timelines, prioritizing, and assigning projects and assessing progress, required </li><li> Six (6) or more years of experience at a large public accounting firm, or equivalent combination of education, training, and experience, preferred </li><li> Experience in a professional services firm, specifically public accounting, preferred </li></ul>License/Certifications <ul><li> CPA, preferred </li><li> PMP, preferred </li></ul>Software <ul><li> Proficient in the use of Windows and Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required </li></ul>Language <ul><li> N/A </li></ul>Other Knowledge, Skills, & Abilities <ul><li> Excellent analytical skills </li><li> Excellent communication skills and ability to foster and maintain relationships with professionals at all levels within the organization </li><li> Ability to act as a strategic partner to geography and local business line and practice leadership and management teams </li><li> Strong project and time management skills </li><li> Excellent written communication skills </li><li> Ability to maintain a high level of confidentiality and professionalism in all matters </li><li> Ability to deliver presentations and facilitate meetings/training sessions </li><li> Ability to work well with a team as well as independently </li></ul>About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On <ul><li>Welcoming diverse perspectives and understanding the experience of our professionals and clients</li><li>Empowering team members to explore their full potential</li><li>Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities</li><li>Celebrating ingenuity and innovation to transform our business and help our clients transform theirs</li><li>Focus on resilience and sustainability to positively impact our people, clients, and communities</li><li>BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! </li><li>Benefits may be subject to eligibility requirements. </li></ul>Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...