BDO USA, LLP
Job Summary:
The Tax Senior Manager, Nonprofit (Senior Manager) is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, and identifying different methods of complying with tax regulations while acting as the primary client contact for complex nonprofit tax issues. In this role, the Senior Manager is charged with applying knowledge to understand potential tax disclosure, exemption, and unrelated business income issues. This role is also responsible for recognizing, communicating potential risks and potential changes in the tax policy, and making top‑level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Senior Manager is a critical member of the regional Nonprofit Tax team and actively participates in marketing and networking within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties:
3>Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM)
Conducts review of T/R's and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Reviews Forms 990, 990-PF and 990‑T workpapers and disclosure for audited financial statements
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 complex issues to be researched as needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Involves firm specialists, as appropriate
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Develops and implements a work plan to include/organize the Specialized Tax Services (STS) assistance on ongoing projects from client
Serves as a technical resource to peers within the region
Manages written or phone inquiries from federal and state agencies with little or no assistance
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (WTA)
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 nonprofit tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Other duties as required Supervisory Responsibilities:
Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects
Reviews work prepared by Nonprofit Tax team, and provides review comments
Trains Nonprofit Tax team on how to use all current software tools
Acts as a Career Advisor to Nonprofit Tax Associates, Senior Associates, and Managers
Schedules and manages workload of Nonprofit Tax Associates, Senior Associates, and Managers
Provides verbal and written performance feedback to Nonprofit Tax Associates, Senior Associates, and Managers
Trains Nonprofit Tax Associates, Senior Associates, and Managers on research skills and helps to appropriately frame nonprofit tax issues for analysis
Frames projects and issues for effective delegation to Nonprofit Tax Associates and Senior Associates
Qualifications, Knowledge, Skills, and Abilities: Education:
Bachelor's degree in Accounting, Finance, Economics, or Statistics OR Bachelor's degree in any other focus area and a CPA certification, required
Master's degree in Accountancy or Taxation, preferred
Experience:
Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
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 with the Microsoft Office Suite, required
Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills, & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision‑making skills
Ability to work well in a team environment
Ability to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and the ability to act as the 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.
Illinois Range: $140,000 - $190,000
Minnesota Range: $130,000 - $190,000
NYC/Long Island/Westchester Range: $150,000 - $200,000
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Job Duties:
3>Tax Compliance
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (TQM)
Conducts review of T/R's and resolves all tax issues with client; involves specialists where appropriate
Plans for early recognition of material tax and compliance issues and consults with the client and/or partner as appropriate
Reviews Forms 990, 990-PF and 990‑T workpapers and disclosure for audited financial statements
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 complex issues to be researched as needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Involves firm specialists, as appropriate
Tax Consulting
Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
Develops and implements a work plan to include/organize the Specialized Tax Services (STS) assistance on ongoing projects from client
Serves as a technical resource to peers within the region
Manages written or phone inquiries from federal and state agencies with little or no assistance
Ensures client service teams comply with Firm policy; regarding Written Tax Advice (WTA)
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 nonprofit tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Researches and implements nonprofit tax strategies, including experimentation with promising new strategies and ideas
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Other duties as required Supervisory Responsibilities:
Supervises RISE Nonprofit Tax Associates, Senior Associates, and Managers on all projects
Reviews work prepared by Nonprofit Tax team, and provides review comments
Trains Nonprofit Tax team on how to use all current software tools
Acts as a Career Advisor to Nonprofit Tax Associates, Senior Associates, and Managers
Schedules and manages workload of Nonprofit Tax Associates, Senior Associates, and Managers
Provides verbal and written performance feedback to Nonprofit Tax Associates, Senior Associates, and Managers
Trains Nonprofit Tax Associates, Senior Associates, and Managers on research skills and helps to appropriately frame nonprofit tax issues for analysis
Frames projects and issues for effective delegation to Nonprofit Tax Associates and Senior Associates
Qualifications, Knowledge, Skills, and Abilities: Education:
Bachelor's degree in Accounting, Finance, Economics, or Statistics OR Bachelor's degree in any other focus area and a CPA certification, required
Master's degree in Accountancy or Taxation, preferred
Experience:
Eight (8) or more years of nonprofit tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
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 with the Microsoft Office Suite, required
Experience with tax research databases and tax compliance process software, preferred
Other Knowledge, Skills, & Abilities:
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision‑making skills
Ability to work well in a team environment
Ability to develop and manage a team of tax professionals
Ability to compose written tax advice
Ability to effectively develop and maintain client relationships
Executive presence and the ability to act as the 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.
Illinois Range: $140,000 - $190,000
Minnesota Range: $130,000 - $190,000
NYC/Long Island/Westchester Range: $150,000 - $200,000
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