Partnership Tax Senior Manager, Advanced Computational Services
Role description
From the employerJob 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
At BDO, how we show up matters. We build strong relationships by supporting one
another, our clients, and our communities with care, curiosity, and a commitment
to helping one another grow and succeed. Here, you’ll find meaningful work,
leaders invested in your success, and opportunities to build a career around
what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and
achieve what matters most. Our values guide how we bring that purpose to life
each day. Together, they shape how we work with one another, serve our clients,
and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S.
and around the world. No matter your role, you’ll be part of a team helping
clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s
success through beneficial ownership and a unique opportunity to enhance their
financial well-being. As a qualified retirement plan, the ESOP is a meaningful
addition to our comprehensive compensation and Total Rewards benefits*
offerings. It also reinforces an ownership mindset that strengthens our
connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional
benefits. Click here to find out more
[https://insights.bdo.com/rs/116-EDP-270/images/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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