Partnership Tax Senior Manager, Advanced Computational Services
About the role
The Tax Senior Manager, Partnerships at BDO is responsible for advising clients on the tax implications of their business objectives and various partnership specific items. This role involves applying knowledge and experience to understand potential partnership taxation issues and assisting in the preparation of partnership specific computations. The role also includes participating in marketing and business development efforts, leading process improvement initiatives, and maintaining client relationships.
Responsibilities
- Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
- Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
- May be required to 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
- 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
- Involves firm specialists, as appropriate
- Affords clients access to tax consulting services, including assistance 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
- 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
- Presents complex strategies to clients and prospective clients
- Other duties as required
Requirements
- Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience
- Prior supervisory experience
- Specialized partnership experience
- Private equity experience, both fund and portfolio company levels
Qualifications
- Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
- Master’s in Accountancy or Taxation, 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
- Other professional degrees or certifications applicable to role, preferred
Skills
- Superior verbal and written communication skills
- 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
- Proven 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
Benefits
BDO offers a competitive salary range based on experience and qualifications, ranging from $99,750 to $262,500 annually. Additional benefits include:
- Employee Stock Ownership Plan (ESOP)
- Flexible work arrangements
- Professional development opportunities
- Health and wellness programs
- Retirement plans
- Employee discounts
- Work-life balance initiatives
Pay
Annual salary range: $99,750 - $262,500
Schedule
Full-time position
Skills
- Proficient with the Microsoft Office Suite
- Experience with tax research databases and tax compliance process software
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. We empower team members to explore their full potential, celebrate 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, and offer BDO Total Rewards that encompass so much more than traditional “benefits.”