BDO USA
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Tax Senior Manager, Core Tax Services
role at
BDO USA
1 day ago Be among the first 25 applicants
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 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, work 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 at the same time minimizing their tax and reporting burdens, and 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), is required.
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 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 when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and 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, 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
Responsible for building a team of professionals by training and working together to serve our 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 provide review comments
Trains Associates and Seniors how to use 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 associate
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
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
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 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 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 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
Ohio Range: $125,000 - $200,000
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.
At BDO, our purpose of helping people thrive everyday is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
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. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who 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 that encompass so much more than traditional “benefits.” Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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
Referrals increase your chances of interviewing at BDO USA by 2x
#J-18808-Ljbffr
Tax Senior Manager, Core Tax Services
role at
BDO USA
1 day ago Be among the first 25 applicants
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 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, work 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 at the same time minimizing their tax and reporting burdens, and 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), is required.
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 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 when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and 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, 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
Responsible for building a team of professionals by training and working together to serve our 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 provide review comments
Trains Associates and Seniors how to use 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 associate
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
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
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 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 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 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
Ohio Range: $125,000 - $200,000
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.
At BDO, our purpose of helping people thrive everyday is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
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. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who 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 that encompass so much more than traditional “benefits.” Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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
Referrals increase your chances of interviewing at BDO USA by 2x
#J-18808-Ljbffr