Partnership Experienced Tax Manager, Advanced Computational Services

Job Summary

An Experienced Manager in BDO’s Partnerships group advises clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. This role involves applying knowledge and experience to understand potential partnership taxation issues and assisting in the preparation of partnership specific computations.

Job Duties

• Tax Specialization - Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation.
• Research - Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
• Trains associates and senior associates on research skills and helps to appropriately frame tax issues for analysis.
• Tax Consulting - Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes.
• Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions.
• Maximizes client benefits, especially by decreasing client taxes, while managing risk.
• Implements applicable Firm strategies.
• Manages client expectations.

Qualifications, Knowledge, Skills, and Abilities

• Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s Degree in Accountancy or Taxation, preferred.
• Six(6) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required.
• Prior supervisory experience, preferred.
• Prior private equity experience, both fund and portfolio company levels, preferred.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred.
• Possession of other professional degrees or certifications applicable to role, preferred.
• Software Proficient with the Microsoft Office Suite, preferred.
• Experience with tax research databases and tax compliance process software, preferred.

Other Knowledge, Skills, & Abilities

• Superior verbal and written communication skills.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills as well as decision-making skills.
• Ability to work well in a team environment.
• Ability to develop and manage a team of tax professionals.
• Ability to effectively develop and maintain client relationships.
• Solid organizational skills, especially ability to meet project deadlines with a focus on details.
• Ability to successfully multi-task while working independently and within a group environment.
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
• Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels.
• Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel.

About Us

BDO is 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 welcoming diverse perspectives and understanding the experience of our professionals and clients. Empowering team members to explore their full potential, celebrating ingenuity and innovation to transform our business and help our clients transform theirs, focusing on resilience and sustainability to positively impact our people, clients, and communities, and BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!