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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
The Senior Tax Manager delivers tax planning, preparation, research, and compliance services for pass-through entities (S-corps, LLCs, Partnerships) and their owners’ individual returns, including estates, trusts, and charitable entities. The role involves client engagement management, supervising staff, ensuring timely, high-quality work, staying current with tax developments, and maintaining compliance with firm policies.
Job Duties
- Performs tax planning, preparation and research for pass-through entities 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 high‑quality 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 ensuring self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").Possesses significant knowledge of taxation related to personal income, estate and gift tax, wealth retention strategies, and taxation of entities owned by business owners (partnership and corporate taxation).Conducts top‑level review of tax returns and resolves all tax issues with the client; involves specialists where appropriate.Plans and reviews the tax process and procedures to be performed, including budgeting and staffing, monitoring engagement process and actual time incurred versus budget with assistance of Senior, timely billing (including management of identified out‑of‑scope activity and communication to client), timely collection of accounts receivable, managing client relationships / expectations in accordance with the project, and providing advice to clients in a timely manner.Research
Identifies when research is needed, performs such research, and clearly and concisely reports the analysis.Applies firm and professional standards for the preparation of WTA and tax returns.Involves firm specialists when 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
Builds a team of professionals by training and working together to serve 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 on the use of 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.Education
Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
Master’s degree in Accounting or Taxation, preferred.
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).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 IRS Enrolled Agent (EA) (or equivalent), required.Possession of other professional degrees or certifications applicable to the role (preferred).Proficient in Microsoft Office Suite (preferred).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.Salary Ranges
California : $146,000 - $200,000
Colorado : $120,000 - $185,000
Illinois : $140,000 - $190,000
Maryland : $150,000 - $180,000
Massachusetts : $150,000 - $206,000
Minnesota : $130,000 - $190,000
New Jersey : $155,000 - $200,000
NYC / Long Island / Westchester : $190,000 - $225,000
Washington : $150,000 - $200,000
Washington DC : $162,000 - $190,000
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, centered around making meaningful connections, curiosity, and authenticity. BDO is proud to be an ESOP company, providing a culture that puts people first. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
Welcoming diverse perspectives and understanding the experience of our professionals and clients.Empowering team members to explore their full potential.Our talented team 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 encompass so much more than traditional benefits. Click here to find out more!Equal Opportunity Employer
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
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Accounting / Auditing
Industries
Accounting
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