Partnership Manager, Tax

Job Summary
The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.

Job Responsibilities

Perform tax planning, preparation and research for Pass‑Through businesses; manage client engagements; supervise and review work of team staff members; work closely with clients as well as internal managers and partners.

Perform written book‑keeping for the business and compose written tax advice or responses to IRS inquiries.

Contribute to client satisfaction by providing timely services and work product.

Demonstrate understanding of tax concepts and actively pursue increased tax knowledge through client assignments and current tax developments.

Tax Compliance

Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensure self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).

Conduct top‑level review of Tax Returns and resolve all tax issues with clients; involve specialists where appropriate.

Communicate any issues identified in tax accrual reviews with client and Assurance.

Plan and review the tax process and the procedures to be performed, including:

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 Accounts Receivable.

Manage client relationships/expectations in accordance with the project.

Provide advice to clients in a timely manner.

Research

Identify when research is needed; clearly and concisely frame issues to be researched and report the analysis.

Apply the highest professional standards for preparation of written tax advice and tax returns.

Involve firm specialists where appropriate.

Strategy Development

Introduce and develop new or improved ideas to improve the position of clients, the Firm, or staff, e.g., by reducing taxes or expenses or providing non‑tax benefits.

Review studies of tax implications and offer clients alternative courses of action.

Identify and leverage lessons learned on prior projects and offer 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 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 provides 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 associates.

Education
Bachelor’s degree in Accounting or another relevant field is required.

Master’s degree in Taxation is preferred.

Experience
Five (5) or more years of public accounting experience working in the private client area (individual, estate, partnership, S‑corporation, trust, and private foundation tax/consulting clients) is required.

License and Certifications
CPA certification is required.

Software Proficiency
Proficient in Microsoft Office Suite.

Other Knowledge, Skills and 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.

Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended.

Working knowledge of and experience working with Targeted Capital Account Agreements.

704(b) Capital & Tax Capital account maintenance.

704(c) allocations.

Knowledge of optional basis adjustments under sections 734 & 743.

Knowledge of section 752 liability allocations.

Salary Ranges
California: $110,000 – $150,000
Colorado: $95,000 – $130,000
Illinois: $105,000 – $130,000
Maryland: $113,000 – $120,000
Massachusetts: $120,000 – $130,000
Minnesota: $90,000 – $120,000
New Jersey: $115,000 – $140,000
NYC/Long Island/Westchester: $125,000 – $160,000
Washington: $95,000 – $125,000
Washington DC: $120,000 – $140,000

EEO Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an equal opportunity employer for men, women, veterans, and people with disabilities.

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