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 and internal managers.

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.
• Performs write-up of books and records for the business and composes written tax advice or responses to IRS inquiries.
• 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.
• Contributes to client satisfaction by providing timely services and work product.
• Identifies when research is needed; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis.
• Strategic 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.
• Manages client relationships/expectations in accordance with the project.
• Provides advice to clients in a timely manner.
• Other duties as required.

Requirements

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.

CPA certification.

Qualifications

• Bachelor's degree in Accounting or other relevant field, required.
• Masters degree in Taxation, preferred.

Skills and Abilities

• 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.
• Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended.
• Working knowledge of and experience working with Targeted Capital Account Agreements, 704(b) Capital & Tax, Capital account maintenance, 704(c) allocations, and optional basis adjustments under sections 734 & 743.

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

Pay

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

Schedule

Not specified.