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 all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
• Conducts top-level review of tax accruals and resolves all tax issues with clients; involves specialists where appropriate.
• Communicates any issues identified in tax accrual reviews with clients and Assurance Plans 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 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, Involves 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.

Requirements

• Supervisory Responsibilities: Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.
• Trains Associates and Seniors how to use all current software tools.

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.
• Software Proficient in Microsoft Office Suite.
• N/A.

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.

Benefits

California Range: $110,000 - $150,000
Colorado Range: $95,000 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $130,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
NYC/Long Island/Westchester Range: $125,000 - $155,000
Washington Range: $95,000 - $125,000
Washington DC Range: $120,000 - $140,000

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.

About Us
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 Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

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"