Tax Senior Manager, Core Tax Services

About the role

The Senior Tax Manager provides tax and consulting services to business clients with pass through entities and their business owners. This includes individuals, estates, trusts, partnerships, S-corps, and private foundations.

Responsibilities

• Performs tax planning, preparation, and research for pass through entities and individual returns.
• Manages client engagements, supervises and reviews work of team staff members, and works closely with clients, internal managers, and partners.
• 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.
• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures compliance with Firm policies and the BDO Tax Quality Manual.
• Conducts top-level review of tax returns and resolves all tax issues with clients; involves specialists where appropriate.
• Plans and reviews the tax process, budgets and staffs, monitors engagement process, and manages client relationships/expectations.
• Conducts research to identify when research is needed and clearly reports the analysis.
• Develops and introduces new or improved ideas to improve the position of clients, the Firm, or Firm personnel, such as 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 improving processes and methods.
• Performs other duties as required.

Requirements

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, specifically with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
• Prior supervisory experience, required.
• 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.

Qualifications

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accounting or Taxation, preferred.

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

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. BDO offers a comprehensive benefits package that includes:

• Qualified Retirement Plan (ESOP)
• Flexible Work Arrangements
• Professional Development Opportunities
• Employee Wellness Programs
• Health and Wellness Benefits
• Retirement Savings Plans
• Flexible Spending Accounts
• Life Insurance and Disability Coverage
• Accommodations for Individuals with Disabilities
• Comprehensive Health and Dental Plans
• Volunteer Time Off
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discounted Transportation Options
• On-site Childcare Services
• Flexible Spending Accounts
• Retirement Savings Plans
• Generous Paid Time Off
• Employee Assistance Program
• Work-Life Balance Initiatives
• Community Engagement and Volunteer Opportunities
• Professional Networking and Development Events
• Employee Resource Groups
• Wellness Programs
• Subsidized Gym Membership
• On-site Fitness Center
• Free or Discount