Tax Senior Manager, Partnership

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 S-corps, LLCs, Partnerships, estates, trusts, and charitable entities. Responsibilities also involve managing client engagements, supervising and reviewing work of team staff members, and contributing to client satisfaction.

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 and internal managers
• 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 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
• Identifies and conducts research on issues needing attention, clearly reports findings, and advises clients in a timely manner
• Develops and introduces new or improved ideas to improve the position of clients, the Firm, or Firm personnel
• Strategically 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
• Reviews studies of tax implications and offers clients alternative courses of action
• Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods

Requirements

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• 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 range of benefits, including a Qualified Retirement Plan (ESOP) that allows employees to share in the firm's growth in value.