Tax Senior Manager, Pass- Entities

Tax Senior Manager, Pass-through Entities

Spokane, WA, United States

Job Summary:

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 pursues 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 ensuring firm policies, standards and the BDO Tax Quality Manual (“TQM”) are followed.
  • Significant knowledge of personal income, estate and gift tax, wealth retention strategies, and taxation of entities owned by business owners (partnership and corporate taxation) is required.
  • Conducts top-level review of returns and resolves all tax issues with the client; involves specialists where appropriate.
  • Plans and reviews the tax process and procedures, including budgeting and staffing, monitoring engagement process and time vs. budget, timely billing, collection of A/R, and client relationship management.
  • 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 concisely.
  • Applies firm and professional standards for preparation of WTA and tax returns.
  • Involves firm specialists as appropriate.
• Introduces and develops new or improved ideas to improve the position of clients, firm, or 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.

• Builds a team of professionals by training and working together to serve 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 on 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.

Education
:

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accounting or Taxation, preferred.

Experience
:

• Eight (8) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services, required. Specifically, experience with individuals, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
• Prior supervisory experience, required.

License/Certifications
:

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or equivalents), required.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software
:

• Proficient in Microsoft Office Suite, preferred.

Other Knowledge, Skills & Abilities
:

• 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 and 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.

• California: $146,000 - $200,000
• Colorado: $120,000 - $185,000
• Illinois: $140,000 - $190,000
• Maryland: $150,000 - $180,000
• Massachusetts: $150,000 - $206,000
• Minnesota: $130,000 - $190,000
• New Jersey: $155,000 - $200,000
• Ohio: $125,000 - $200,000
• NYC/Long Island/Westchester: $180,000 - $225,000
• Washington: $150,000 - $200,000
• Washington DC: $162,000 - $190,000

Address: 19 221 N. Wall Street, Spokane, WA, 99201, US