BDO USA, LLP

Tax Senior Manager, Core Tax Services

BDO USA, LLP • $110K — $130K *
Phoenix, AZ 85032In-Person
Legal & Accounting
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required; preferred in Accounting, Finance, Economics, or Statistics.
  • Master's degree in Accounting or Taxation preferred.
  • Minimum of 8 years relevant tax experience or public/private accounting.
  • Prior supervisory experience required.
  • CPA, Attorney, or IRS Enrolled Agent certification required.

Responsibilities

  • Conduct tax planning, preparation, and research for diverse pass-through entities and their owners.
  • Oversee client engagements and mentor junior team members.
  • Enhance client satisfaction by delivering timely and high-quality services.
  • Ensure compliance with all tax regulations while optimizing clients' tax positions.
  • Manage the review process for tax returns and address tax issues as needed.
  • Perform necessary tax research and communicate findings effectively.
  • Lead strategy development to enhance client outcomes and operational processes.

Benefits

  • Employee Stock Ownership Plan (ESOP) participation without employee contributions.
  • Opportunities for professional development and career advancement.
  • Focus on work-life balance and flexible working conditions.
  • Access to comprehensive compensation and Total Rewards offerings.
  • Commitment to community engagement and fostering diverse perspectives.
Full Job Description
Job Description

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.

Job Duties:
  • 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, work 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 at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all 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), is required.
    • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
    • 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/R
    • 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; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
    • Applies most Firm and 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, 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 provide 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 associate

Qualifications, Knowledge, Skills and Abilities:

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 prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Specifically, experience with working on individual, 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 the equivalent of one of these designations), required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in Microsoft Office Suite, preferred

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 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


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
Legal & Accounting
Founded
1910
* Ladders Estimates

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