Partnership Manager, Tax

JOB DESCRIPTION

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

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

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

• 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

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

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

• Bachelors degree in Accounting or other relevant field, required
• Masters degree in Taxation, preferred

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

• CPA certification, required

• Proficient in Microsoft Office Suite

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…