BDO USA, LLP
Tax Senior Manager, Partnership
BDO USA, LLP, Dallas, Texas, United States, 75215
Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners.Job Duties:Performs tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts, and charitable entities.Manages client engagements, supervises and reviews work of team staff members, and works closely with clients as well as 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 ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").Significant knowledge of taxation related to personal income, estate, and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.Conducts top-level review of T/R and resolves all tax issues with clients; involves specialists where appropriate.Plans and reviews the tax process and the procedures to be performed to include:Budgeting and staffing.Monitoring engagement process and actual time incurred vs. budget with assistance of Senior.Timely billing including management of identified out-of-scope activity and communication to client.Timely collection of A/R.Manages client relationships/expectations in accordance with the project.Provides advice to clients in a timely manner.
Research:
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.Applies most Firm and professional standards for preparation of WTA and tax returns.Involves firm specialists, as appropriate.
Strategy Development:
Introduces and 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.
Other duties as required.Supervisory Responsibilities:Responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs.Supervises associates and senior associates on all projects.Reviews work prepared by associates and senior associates and provides review comments.Trains Associates and Seniors how to use all current software tools.Acts as a Career Advisor to associates and senior associates.Schedules and manages workload of associates and senior associates.Provides verbal and written performance feedback to associates and senior associates.Qualifications, Knowledge, Skills, and Abilities:Education:Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.Master's degree in Accounting or Taxation preferred.Experience: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.License/Certifications: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.Software:Proficient in Microsoft Office Suite preferred.Other Knowledge, Skills & Abilities:Detail-oriented.Excellent written and verbal communication skills.Ability to work independently and in a team environment.Ability to effectively delegate work as needed.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.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.California Range: $146,000 - $200,000Colorado Range: $120,000 - $185,000Washington Range: $150,000 - $200,000
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Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").Significant knowledge of taxation related to personal income, estate, and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.Conducts top-level review of T/R and resolves all tax issues with clients; involves specialists where appropriate.Plans and reviews the tax process and the procedures to be performed to include:Budgeting and staffing.Monitoring engagement process and actual time incurred vs. budget with assistance of Senior.Timely billing including management of identified out-of-scope activity and communication to client.Timely collection of A/R.Manages client relationships/expectations in accordance with the project.Provides advice to clients in a timely manner.
Research:
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.Applies most Firm and professional standards for preparation of WTA and tax returns.Involves firm specialists, as appropriate.
Strategy Development:
Introduces and 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.
Other duties as required.Supervisory Responsibilities:Responsible for building a team of professionals by training and working together to serve our high-net-worth clients with timely responses to their needs.Supervises associates and senior associates on all projects.Reviews work prepared by associates and senior associates and provides review comments.Trains Associates and Seniors how to use all current software tools.Acts as a Career Advisor to associates and senior associates.Schedules and manages workload of associates and senior associates.Provides verbal and written performance feedback to associates and senior associates.Qualifications, Knowledge, Skills, and Abilities:Education:Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.Master's degree in Accounting or Taxation preferred.Experience: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.License/Certifications: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.Software:Proficient in Microsoft Office Suite preferred.Other Knowledge, Skills & Abilities:Detail-oriented.Excellent written and verbal communication skills.Ability to work independently and in a team environment.Ability to effectively delegate work as needed.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.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.California Range: $146,000 - $200,000Colorado Range: $120,000 - $185,000Washington Range: $150,000 - $200,000
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