Partnership Manager, Tax

Job Summary

The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.

• Perform tax planning, preparation, and research for Pass-Through businesses, manage client engagements, and supervise and review work of team staff members.
• Prepare book and record write-ups and compose written tax advice or responses to IRS inquiries.
• Contribute to client satisfaction by delivering timely services and work product.
• Demonstrate an understanding of tax concepts and actively pursue increased tax knowledge through client assignments and current tax developments.
• Tax Compliance:
  • Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens and ensure firm staff comply with firm policies and the BDO Tax Quality Manual.
  • Conduct top‑level review of T/R and resolve all tax issues with clients, involving specialists when appropriate.
  • Communicate any issues identified in tax accrual reviews with client and Assurance.
  • Plan and review tax processes, including budgeting and staffing, monitoring engagement process and time versus budget, timely billing, and timely collection of accounts receivable.
  • Manage client relationships and expectations in accordance with the project.
  • Provide timely advice to clients.
• Research:
  • Identify when research is needed; frame issues clearly and report analysis concisely.
  • Apply firm and professional standards for preparation of written tax advice and returns.
  • Involve firm specialists when appropriate.
• Strategy Development:
  • Introduce and develop new or improved ideas to improve client, firm, or staff positions, such as reducing taxes or expenses.
  • Review studies of tax implications and offer alternative courses of action to clients.
  • Identify and leverage lessons learned on prior projects and provide input on process and method improvement.
• Other duties as required.

• Build a team of professionals by training and working together to serve clients with timely responses.
• Supervise associates and senior associates on all projects.
• Review work prepared by associates and senior associates and provide review comments.
• Train associates and seniors on use of current software tools.
• Act as a career advisor to associates and senior associates.
• Schedule and manage workload of associates and senior associates.
• Provide verbal and written performance feedback.

Bachelor’s degree in Accounting or another relevant field, required.

• Bachelor’s degree in Accounting or another relevant field, required.
• Master’s degree in Taxation, preferred.
• 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.
• Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended.
• Working knowledge of and experience with Targeted Capital Account Agreements.
• Knowledge of 704(b) Capital & Tax Capital account maintenance.
• Knowledge of 704(c) allocations.
• Knowledge of optional basis adjustments under sections 734 & 743.
• Knowledge of section 752 liability allocations.

Five (5) or more years of public accounting experience working in the private client area (individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients).

CPA certification, required.

Proficient in Microsoft Office Suite.

• California: $110,000 - $150,000
• Colorado: $95,000 - $130,000
• Illinois: $105,000 - $130,000
• Maryland: $113,000 - $120,000
• Massachusetts: $120,000 - $130,000
• Minnesota: $90,000 - $120,000
• New Jersey: $115,000 - $140,000
• NYC/Long Island/Westchester: $125,000 - $155,000
• Washington: $95,000 - $125,000
• Washington DC: $120,000 - $140,000

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 EEO employer.