Partnership Manager, Tax

Job Summary:

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/RManages 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

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 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 Masters degree in Taxation, preferred

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/AOther 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…