Tax Senior Manager, Corporate/ASC 740

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 performing tax planning, preparation, and research for S-corps, LLCs, Partnerships, and individual returns, managing client engagements, and ensuring compliance with all applicable authorities.

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
• Tax Compliance: 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 and the BDO Tax Quality Manual
• Ensures timely billing, including management of out-of-scope activity and communication to clients
• Timely collection of accounts receivable
• Manages client relationships and expectations in accordance with the project
• Provides advice to clients in a timely manner; conducts top-level review of tax returns and resolves all tax issues with clients; involves specialists where appropriate
• Plans and reviews the tax process and procedures to include budgeting and staffing, monitoring engagement process, and actual time incurred vs. budget with assistance of Senior
• Timely billing and collection of accounts receivable
• Manages client relationships and expectations in accordance with the project
• Provides advice to clients in a timely manner; conducts top-level review of tax returns and resolves all tax issues with clients; involves specialists where appropriate
• Plays a key role in strategy development, introducing and developing new or improved ideas to improve the position of clients, the Firm, or Firm personnel
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
• 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

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

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 Assistance Program
• Health and Wellness Programs
• Retirement Savings Plans
• Employee Discounts
• Work-Life Balance Initiatives

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. We are dedicated to empowering our team members to explore their full potential and celebrate ingenuity and innovation to transform our business and help our clients transform theirs. We focus on resilience and sustainability to positively impact our people, clients, and communities.