Tax Senior Manager, Pass-through Entities

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, 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, minimizes 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, involving 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 and concisely framing issues to be researched and reporting the analysis.
• Develops and implements 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.
• 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

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 competitive compensation package, including a Qualified Retirement Plan (ESOP) that allows employees to share in the firm's growth in value.