Tax Senior Manager, Core Tax Services - Passthrough Focus

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

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

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*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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