Partnership Tax Managing Director, Advanced Computational Services
Tax Specialization
Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation.
May organize and conduct, or participate in conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year.
- Trains and mentors associates, senior associates, and managers.
- Provides oversight and review of partnership capital account maintenance and relevant computational services.
Research
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
- Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process.
- Trains associates, senior associates, and managers on research skills and helps to appropriately frame tax issues for analysis.
Tax Consulting
Develops, recommends and implements efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.
- Applies a combination of tax knowledge and knowledge of business/industry to recommend solutions.
- Implements applicable Firm strategies.
- Manages client relationships and expectations.
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.
- Researches and implements tax strategies, including experimentation with promising new strategies and ideas.
- Consistently makes suggestions as to how previous work products or approaches can be improved.
- May lead marketing campaigns, if applicable to role.
Other duties as required
- Supervises associates, senior associates, and managers on all projects.
- Reviews work prepared by associates, senior associates, and managers and provides review comments.
- Trains associates, senior associate, and managers on how to use all current software tools.
- Acts as a career advisor to associates, senior associates, and managers.
- Schedules and manages workload of associates, senior associates, and managers.
- Provides verbal and written performance feedback to associates, senior associates, and managers.
Education
- Qualifications, Knowledge, Skills, and Abilities:
- Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
- Master’s in Accountancy or Taxation, preferred.
- Experience:
- Ten (10) or more years of prior relevant experience and/or public accounting, private industry accounting or consulting/professional services experience, required.
- Prior supervisory experience, required.
- Prior experience with Up-C tax receivable agreements, preferred.
- Licenses/Certifications:
- 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), required.
- Possession of other professional degrees or certifications applicable to role, preferred.
- Software Experience:
- With tax research tools such as CCH Wolters Kluwer, Thomson Reuters Checkpoint, and BNA, preferred.
- Experience with systems such as Oracle, Thomson Reuters, ONESOURCE, Longview, Corptax or GoSystems, preferred.
- Proficient in Microsoft Excel, preferred.
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 the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). Reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team, 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 Welcoming diverse perspectives and understanding the experience of our professionals and clients.
Empowering team members to explore their full potential.
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
Focus on resilience and sustainability to positively impact our people, clients, and communities.
BDO Total Rewards that encompass so much more than traditional “benefits.”
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Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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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"