BDO USA
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 applies knowledge to understand potential tax disclosure, exemption, and unrelated business income issues, recognizes and communicates potential risks and changes in tax policy, and makes top‑level decisions regarding filing and preparation of questions from federal/state agencies. The Senior Manager is also a critical member of the regional Nonprofit Tax team, actively participates in marketing and networking within their area of expertise, maintains client relationships, and serves as primary contact for complex questions.
Job Duties Tax Compliance
Ensures both client compliance with applicable authorities and minimal tax and reporting burdens, and ensures 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 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; frames issues and reports 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 tax knowledge and business/industry insight 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
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 non‑profit 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
Other Duties as Required
Other duties as assigned by the manager or partner.
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
Salary Range Illinois: $140,000 - $190,000
Minnesota: $130,000 - $190,000
NYC/Long Island/Westchester: $150,000 - $200,000
About Us BDO is committed to helping people thrive every day. We offer flexibility, opportunities for advancement, and a culture focused on meaningful connections, curiosity, and authenticity. BDO is a proud ESOP company, reflecting a culture that puts people first, sharing financial ownership with our U.S. team. We provide assurance, tax and advisory services to a diverse range of clients across the U.S. and in over 160 countries.
Benefits
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Proactively helping clients navigate 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
EEO Statement 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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Job Duties Tax Compliance
Ensures both client compliance with applicable authorities and minimal tax and reporting burdens, and ensures 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 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; frames issues and reports 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 tax knowledge and business/industry insight 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
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 non‑profit 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
Other Duties as Required
Other duties as assigned by the manager or partner.
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
Salary Range Illinois: $140,000 - $190,000
Minnesota: $130,000 - $190,000
NYC/Long Island/Westchester: $150,000 - $200,000
About Us BDO is committed to helping people thrive every day. We offer flexibility, opportunities for advancement, and a culture focused on meaningful connections, curiosity, and authenticity. BDO is a proud ESOP company, reflecting a culture that puts people first, sharing financial ownership with our U.S. team. We provide assurance, tax and advisory services to a diverse range of clients across the U.S. and in over 160 countries.
Benefits
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Proactively helping clients navigate 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
EEO Statement 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