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 self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
• 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, 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 workload of associates and senior associates, schedules workload, and provides verbal and written performance feedback.
• Provides advice to clients in a timely manner.
• 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, required. Specifically, experience 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.
• Possession of other professional degrees or certifications applicable to role, 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.

Qualifications

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

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. Please refer to the respective state ranges provided for details.

Pay

California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
Ohio Range: $125,000 - $200,000
NYC/Long Island/Westchester Range: $180,000 - $225,000
Washington Range: $150,000 - $200,000
Washington DC Range: $162,000 - $190,000

Schedule

Flexible schedule to accommodate client needs.