BDO USA
Overview
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, 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 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) 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 vs. budget with assistance of Senior, timely billing including management of out-of-scope activity and communication to client, timely collection of A/R, manages client relationships/expectations Provides advice to clients in a timely manner
Research
Identifies when research is needed and performs such research; clearly frames issues to be researched; reports the analysis Applies Firm standards for preparation of WTA and tax returns; involves firm specialists where appropriate
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients or Firm (e.g., tax savings, strategic 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 process improvements
Other duties as required Supervisory Responsibilities
Builds and leads a team of professionals by training and collaborating to serve high net worth clients with timely responses Supervises associates and senior associates on all projects Reviews work prepared by associates and provide review comments Trains associates and seniors on 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 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; experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients Prior supervisory experience required License/Certifications
CPA, Attorney (admitted in U.S. jurisdiction), or Enrolled Agent (or equivalent) required Other professional degrees/certifications applicable to the 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 Ability to delegate effectively Strong analytical, research and decision-making skills Capable of developing and managing a team of tax professionals Capable of developing and maintaining client relationships Executive presence and ability to be primary client contact for issues and resolutions Salary ranges by location
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 centers around making meaningful connections, curiosity, and being true to yourself, while making a positive difference in the world. BDO is proud to be an ESOP company. 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
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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, 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 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) 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 vs. budget with assistance of Senior, timely billing including management of out-of-scope activity and communication to client, timely collection of A/R, manages client relationships/expectations Provides advice to clients in a timely manner
Research
Identifies when research is needed and performs such research; clearly frames issues to be researched; reports the analysis Applies Firm standards for preparation of WTA and tax returns; involves firm specialists where appropriate
Strategy Development
Introduces and develops new or improved ideas to improve the position of clients or Firm (e.g., tax savings, strategic 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 process improvements
Other duties as required Supervisory Responsibilities
Builds and leads a team of professionals by training and collaborating to serve high net worth clients with timely responses Supervises associates and senior associates on all projects Reviews work prepared by associates and provide review comments Trains associates and seniors on 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 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; experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients Prior supervisory experience required License/Certifications
CPA, Attorney (admitted in U.S. jurisdiction), or Enrolled Agent (or equivalent) required Other professional degrees/certifications applicable to the 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 Ability to delegate effectively Strong analytical, research and decision-making skills Capable of developing and managing a team of tax professionals Capable of developing and maintaining client relationships Executive presence and ability to be primary client contact for issues and resolutions Salary ranges by location
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 centers around making meaningful connections, curiosity, and being true to yourself, while making a positive difference in the world. BDO is proud to be an ESOP company. 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
#J-18808-Ljbffr