Tax Senior Manager, Core Tax Services

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Tax Senior Manager, Core Tax Services

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BDO USA

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Join to apply for the

Tax Senior Manager, Core Tax Services

role at

BDO USA

JOB DESCRIPTION

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 Summary

JOB DESCRIPTION

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, work 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 pursuing increased tax knowledge through client assignments and current tax developments

Tax Compliance

Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and 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 client; 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 provide 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 associate

Education

Qualifications, Knowledge, Skills and Abilities :

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

Detailed 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 - $200,000

Colorado Range : $120,000 - $185,000

Illinois Range : $140,000 - $190,000

Maryland Range : $152,000 - $188,000

Minnesota Range : $130,000 - $190,000

NYC / Long Island / Westchester Range : $175,000 - $205,000

Washington Range : $150,000 - $200,000

Washington DC Range : $156,000 - $200,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

Welcoming diverse perspectives and understanding the experience of our professionals and clients

Empowering team members to explore their full potential

Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities

Celebrating ingenuity and innovation to transform our business and help our clients transform theirs

Focus on resilience and sustainability to positively impact our people, clients, and communities

BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability / vets

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M / F / Veteran / Disability"

Seniority level

Seniority level Not Applicable

Employment type

Employment type Full-time

Job function

Job function Finance and Accounting / Auditing

Industries Accounting

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