Partnership Manager, Tax

About the role

The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients. This includes performing tax planning, preparation, and research, managing client engagements, supervising and reviewing work of team staff members, and working closely with clients, internal managers, and partners.

Responsibilities

• Performs tax planning, preparation, and research for Pass-Through businesses, manages client engagements, supervises and reviews work of team staff members, and works closely with clients as well as internal managers and partners.
• Writes up books and records for the business and composes written tax advice or responses to IRS inquiries.
• Contributes to client satisfaction by providing timely services and work product.
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
• Tax Compliance: Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with Firm policies and the BDO Tax Quality Manual.
• Communicates any issues identified in tax accrual reviews with clients and reviews the tax process and procedures 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 and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
• Research: 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 written tax advice and tax returns, involving firm specialists where appropriate.
• Strategy Development: 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.
• Other duties as required.

Qualifications, Knowledge, Skills and Abilities

• Bachelor's degree in Accounting or other relevant field, required.
• Masters degree in Taxation, preferred.
• Five (5) plus years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients, required.
• CPA certification, required.
• Proficient in Microsoft Office Suite.
• Knowledge of subchapter K of the Internal Revenue Code of 1986 as amended, and Targeted Capital Account Agreements, 704(b) Capital & Tax, capital account maintenance, 704(c) allocations, knowledge of optional basis adjustments under sections 734 & 743, and knowledge of section 752 liability allocations.
• Individual salaries are determined based on qualifications, experience, skills, and geography.

Skills

• Detail-oriented.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team environment.
• Strong analytical, research, and critical thinking skills as well as decision-making skills.
• Capable of developing and managing a team of tax professionals.
• Capable of effectively developing and maintaining client relationships.
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

Benefits

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. Click here to find out more!

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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"