BDO USA
Overview
Tax Senior Manager, Core Tax Services at BDO USA. The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners. Responsibilities
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, 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 pursuing 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 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) Conducts top level review of tax returns and resolves issues with the client; involves specialists where appropriate Plans and reviews the tax process and the procedures to be performed to include budgeting and staffing Monitors 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 accounts receivable 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; frames issues clearly and reports the analysis; applies 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 and the Firm; reviews tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects and contributes to process improvement Other duties as required Supervisory Responsibilities
Responsible for building a team of professionals by training and working together to serve high net worth clients with timely responses 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 use of 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, Qualifications, Knowledge, Skills & 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; experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients preferred CPA certification, Attorney admitted to practice in a U.S. jurisdiction, or Enrolled Agent (or equivalent) required; other professional degrees or certifications applicable to role preferred 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; ability to make decisions Capable of developing and managing a team of tax professionals Capable of 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 Information
Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography. Examples by location include: California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $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. 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. BDO is proud to be an ESOP company. We offer a comprehensive Total Rewards benefits program and a retirement plan funded by the firm. We focus on helping people thrive every day and delivering exceptional outcomes for our people, clients, and communities. 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. 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. For more details, referrals, and to get notified about new Senior Tax Manager jobs in Minneapolis, MN, visit our listings.
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Tax Senior Manager, Core Tax Services at BDO USA. The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners. Responsibilities
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, 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 pursuing 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 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) Conducts top level review of tax returns and resolves issues with the client; involves specialists where appropriate Plans and reviews the tax process and the procedures to be performed to include budgeting and staffing Monitors 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 accounts receivable 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; frames issues clearly and reports the analysis; applies 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 and the Firm; reviews tax implications and offers clients alternative courses of action Identifies and leverages lessons learned on prior projects and contributes to process improvement Other duties as required Supervisory Responsibilities
Responsible for building a team of professionals by training and working together to serve high net worth clients with timely responses 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 use of 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, Qualifications, Knowledge, Skills & 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; experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients preferred CPA certification, Attorney admitted to practice in a U.S. jurisdiction, or Enrolled Agent (or equivalent) required; other professional degrees or certifications applicable to role preferred 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; ability to make decisions Capable of developing and managing a team of tax professionals Capable of 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 Information
Individual salaries offered are determined after consideration of qualifications, experience, skills, and geography. Examples by location include: California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $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. 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. BDO is proud to be an ESOP company. We offer a comprehensive Total Rewards benefits program and a retirement plan funded by the firm. We focus on helping people thrive every day and delivering exceptional outcomes for our people, clients, and communities. 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. 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. For more details, referrals, and to get notified about new Senior Tax Manager jobs in Minneapolis, MN, visit our listings.
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