Tax Senior Manager, Core Tax Services

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

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.

California Range: $146,000 - $200,000

Colorado Range: $120,000 - $185,000

Illinois Range: $140,000 - $190,000

Maryland Range: $150,000 - $180,000

Massachusetts Range: $150,000 - $206,000

Minnesota Range: $130,000 - $190,000

New Jersey Range: $155,000 - $200,000

Ohio Range: $125,000 - $200,000

NYC/Long Island/Westchester Range: $180,000 - $225,000

Washington Range: $150,000 - $200,000

Washington DC Range: $162,000 - $190,000

Join us at BDO, where you will find more than a career, you’ll find a place

where your work is impactful, and you are valued for your individuality. We

offer flexibility and opportunities for advancement. Our culture is centered

around making meaningful connections, approaching interactions with curiosity,

and being true to yourself, all while making a positive difference in the

world.

At BDO, our purpose of helping people thrive every day is at the heart of

everything we do. Together, we are focused on delivering exceptional and

sustainable outcomes and value for our people, our clients, and our communities.

BDO is proud to be an ESOP company, reflecting a culture that puts people first,

by sharing financially in our growth in value with our U.S. team.  BDO

professionals provide assurance, tax and advisory services for a diverse range

of clients across the U.S. and in over 160 countries through our global

organization.

BDO is the first large accounting and advisory organization to implement an

Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP

offers participants a stake in the firm’s success through beneficial ownership

and a unique opportunity to enhance their financial well-being. The ESOP stands

as a compelling addition to our comprehensive compensation and Total Rewards

benefits* offerings. The annual allocation to the ESOP is fully funded by BDO

through investments in company stock and grants employees the chance to grow

their wealth over time as their shares vest and grow in value with the firm’s

success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders

by sharing insight-driven perspectives, helping companies take business as usual

to better than usual. With industry knowledge and experience, a breadth and

depth of resources, and unwavering commitment to quality, we pride ourselves on:

• Welcoming diverse perspectives and understanding the experience of our

professionals and clients

• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to

proactively help our clients navigate an expanding array of complex

challenges and opportunities

• Celebrating ingenuity and innovation to transform our business and help our

clients transform theirs

• Focus on resilience and sustainability to positively impact our people,

clients, and communities

• BDO Total Rewards that encompass so much more than traditional

“benefits.”  Click here to find out more!

[https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf]

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

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