Tax Senior Manager, Core Tax Services

Overview

Tax Senior Manager, Core Tax Services at BDO USA. The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners.

• 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, works 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 minimizing their tax and reporting burdens, and ensures self and client service teams comply with 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)
• Conducts top level review of tax returns and resolves issues with the client; involves specialists where appropriate
• Plans and reviews the tax process and the procedures to be performed to include budgeting and staffing
• Monitors 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 accounts receivable
• 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; frames issues clearly and reports the analysis; applies 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 and the Firm; reviews tax implications and offers clients alternative courses of action
• Identifies and leverages lessons learned on prior projects and contributes to process improvement
• Other duties as required

• Responsible for building a team of professionals by training and working together to serve high net worth clients with timely responses
• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains associates and seniors on use of 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

• Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
• Master’s degree in Accounting or Taxation, preferred
• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required; experience with individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients preferred
• CPA certification, Attorney admitted to practice in a U.S. jurisdiction, or Enrolled Agent (or equivalent) required; other professional degrees or certifications applicable to role preferred
• Proficient in Microsoft Office Suite, preferred

• 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; ability to make decisions
• Capable of developing and managing a team of tax professionals
• Capable of developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and…