BDO USA Experienced Career Site
Partnership Manager, Tax
BDO USA Experienced Career Site, Detroit, Michigan, United States, 48228
The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.
Job Duties:
Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners
Performs write-up of books and records for the business as well as composes written tax advice or responses to IRS inquiries
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments
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 top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates any issues identified in tax accrual reviews with client and Assurance
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; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of written tax advice and tax returns
Involves firm specialists where appropriate
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 provides 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 associates
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelors degree in Accounting or other relevant field, required
Experience :
Five (5) plus years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S‑corporation, trust, and private foundation tax/consulting clients, required
License/Certifications :
CPA certification, required
Software :
Proficient in Microsoft Office Suite
Language :
N/A
Other Knowledge, Skills & Abilities:
Detailed 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
Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended
Working knowledge of and experience working with Targeted Capital Account Agreements
704(b) Capital & Tax Capital account maintenance
704(c) allocations
Knowledge of optional basis adjustments under sections 734 & 743
Knowledge of section 752 liability allocations
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.
California Range: $110,000 - $150,000 Colorado Range: $95,000 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $130,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $95,000 - $125,000 Washington DC Range: $120,000 - $140,000
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 every day 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
*Benefits may be subject to eligibility requirements.
Locations 6 2600 W. Big Beaver Road, Troy, MI, 48084, US 3875 Embassy Pkwy, Akron, OH, 44333, US 626 Washington Pl, Pittsburgh, PA, 15219, US 18 211 E. Water Street, Kalamazoo, MI, 49007, US 11 200 Ottawa Ave NW, Grand Rapids, MI, 49503, US
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Job Duties:
Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners
Performs write-up of books and records for the business as well as composes written tax advice or responses to IRS inquiries
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments
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 top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Communicates any issues identified in tax accrual reviews with client and Assurance
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; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of written tax advice and tax returns
Involves firm specialists where appropriate
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 provides 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 associates
Qualifications, Knowledge, Skills and Abilities:
Education :
Bachelors degree in Accounting or other relevant field, required
Experience :
Five (5) plus years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S‑corporation, trust, and private foundation tax/consulting clients, required
License/Certifications :
CPA certification, required
Software :
Proficient in Microsoft Office Suite
Language :
N/A
Other Knowledge, Skills & Abilities:
Detailed 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
Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended
Working knowledge of and experience working with Targeted Capital Account Agreements
704(b) Capital & Tax Capital account maintenance
704(c) allocations
Knowledge of optional basis adjustments under sections 734 & 743
Knowledge of section 752 liability allocations
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.
California Range: $110,000 - $150,000 Colorado Range: $95,000 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $130,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 NYC/Long Island/Westchester Range: $125,000 - $160,000 Washington Range: $95,000 - $125,000 Washington DC Range: $120,000 - $140,000
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 every day 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
*Benefits may be subject to eligibility requirements.
Locations 6 2600 W. Big Beaver Road, Troy, MI, 48084, US 3875 Embassy Pkwy, Akron, OH, 44333, US 626 Washington Pl, Pittsburgh, PA, 15219, US 18 211 E. Water Street, Kalamazoo, MI, 49007, US 11 200 Ottawa Ave NW, Grand Rapids, MI, 49503, US
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