Tax Senior Manager, Pass Through

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 and internal managers
• Contributes to client satisfaction by providing timely services and work product
• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens
• Conducts top-level review of tax returns and resolves all tax issues with clients, involving specialists as necessary
• Plans and reviews the tax process, budgets and staffs, monitors engagement process, and manages client relationships/expectations
• Identifies and conducts research on tax issues, clearly and concisely reports findings, and advises clients in a timely manner
• Develops and implements new or improved ideas to improve client positions, the Firm, or Firm personnel
• Manages workload and workload of associates and senior associates, schedules tasks, and provides performance feedback
• Trains associates and senior associates on using current software tools and prepares for career development

Requirements

• Eight (8) or more years of relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience
• Prior supervisory experience
• 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)
• Proficiency in Microsoft Office Suite

Qualifications

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

Skills

• Detailed oriented
• Excellent written and verbal communication skills
• Ability to work independently and in a team environment
• Strong analytical, research, and critical thinking skills
• Capable of developing and managing a team of tax professionals
• Capable of effectively developing and maintaining client relationships

Benefits

BDO offers a competitive compensation package, including a range of salaries based on location and experience. The firm also offers a Qualified Retirement Plan (ESOP) that allows employees to share in the firm's growth in value.