BDO USA, LLP

Partnership Tax Senior Manager, Advanced Computational Services

BDO USA, LLP$99K — $262K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Accounting, Finance, Economics, or Statistics preferred
  • Master's in Accountancy or Taxation preferred
  • Minimum of 8 years relevant tax or accounting experience
  • Specialized experience in partnership taxation required
  • Prior supervisory experience required
  • CPA, Attorney, or IRS Enrolled Agent designation preferred
  • Proficiency in Microsoft Office and tax research software preferred

Responsibilities

  • Advises clients on partnership taxation and related business implications
  • Conducts research to identify key tax issues and frames analysis
  • Assists in developing strategies to minimize client taxes
  • Implements process improvements and team-building initiatives
  • Supervises and trains junior staff members on projects
  • Leads external CPE training sessions in area of specialization
  • Develops client relationships and manages project expectations

Benefits

  • Professional development opportunities
  • Supportive team environment
  • Access to advanced tax software and resources
  • Participate in client-facing strategy presentations
  • Engagement with senior leadership on critical decisions
  • Opportunity to lead marketing initiatives for the firm
Full Job Description
Job Description

Job Summary:

As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the Tax Senior Manager, Partnerships will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations. The Tax Senior Manager, Partnerships is a critical member of the Partnerships leadership team and actively participates in the marketing and business development of the group. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

Job Duties:

Tax Specialization
  • Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
  • Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
  • May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
  • Trains and mentors associates, senior associates, and managers

Research
  • Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
  • Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
  • Trains associates, senior associates, and managers on research skills and helps to appropriately frame tax issues for analysis
  • Involves firm specialists, as appropriate

Tax Consulting
  • Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients' current and future taxes
  • Applies the combination of tax knowledge and knowledge of business/industry to recommend solutions
  • Maximizes client benefits, especially by decreasing client taxes, while managing risk
  • Implements applicable Firm strategies
  • Manages client expectations

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
  • Researches and implements tax strategies, including experimentation with promising new strategies and ideas
  • Consistently makes suggestions as to how previous work products or approaches can be improved
  • May lead marketing campaigns, if applicable to role
  • Presents complex strategies to clients and prospective clients
  • Other duties as required

Supervisory Responsibilities:
  • Supervises associates, senior associates, and managers on all projects
  • Reviews work prepared by associates, senior associates, and managers and provides review comments
  • Trains associates, senior associate, and managers how to use all current software tools
  • Acts as a career advisor to associates, senior associates, and managers
  • Schedules and manages workload of associates, senior associates, and managers
  • Provides verbal and written performance feedback to associates, senior associates, and managers

Qualifications, Knowledge, Skills and Abilities:

Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
  • Master's in Accountancy or Taxation, preferred

Experience:
  • Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
  • Specialized partnership experience, required
  • Prior supervisory experience, required
  • Private equity experience, both fund and portfolio company levels, preferred

License/Certifications:
  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient with the Microsoft Office Suite, preferred
  • Experience with tax research databases and tax compliance process software, preferred

Other Knowledge, Skills & Abilities:
  • Superior verbal and written communication skills
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Ability to work well in a team environment
  • Able to develop and manage a team of tax professionals
  • Able to effectively develop and maintain client relationships
  • Solid organizational skills, especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently and within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
  • Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel
  • Executive presence and ability to act as primary contact on assigned engagements


Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500

About BDO USA, LLP

BDO USA, LLP is a professional services firm providing assurance, tax, and advisory services to a wide range of publicly traded and privately held companies. The company was founded in 1910 and is headquartered in Chicago, Illinois. BDO USA has more than 60 offices and over 5,000 employees throughout the United States. The company is a member of the BDO International network, which has more than 1,500 offices in over 160 countries.
Learn more about BDO USA, LLP
Size
10,000 employees
Industry
Founded
1910

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