Partnership Manager, Tax

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

Job Duties

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

Perform write-up of books and records for the business as well as compose written tax advice or responses to IRS inquiries.

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

Demonstrate an 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 tax and reporting burdens and ensure compliance with Firm policies, standards, and BDO Tax Quality Manual.

Conduct top-level review of tax returns and resolve all tax issues with client; involve specialists where appropriate.

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

Plan and review the tax process and procedures to be performed, including budgeting and staffing, monitoring engagement process and actual time incurred vs. budget with assistance of Senior, timely billing and management of identified out-of-scope activity, and timely collection of A/R.

Manage client relationships/expectations in accordance with the project.

Provide advice to clients in a timely manner.

Research

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

Apply most Firm and professional standards for preparation of written tax advice and returns.

Involve firm specialists where appropriate.

Strategy Development

Introduce and develop new or improved ideas to improve the position of clients, the Firm, or Firm personnel.

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

Build a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs.

Supervise associates and senior associates on all projects.

Review work prepared by associates and senior associates and provide review comments.

Train Associates and Seniors on how to use all current software tools.

Act as a Career Advisor to associates and senior associates.

Schedule and manage workload of associates and senior associates.

Provide verbal and written performance feedback to associates and senior associates.

Qualifications, Knowledge, Skills and Abilities
Education

Bachelors degree in Accounting or other relevant field, required.

Masters degree in Taxation, preferred.

Experience

Five (5) plus years of public accounting experience working in the private client area, i.e. working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients, required.

License/Certifications

CPA certification, required.

Software

Proficient in Microsoft Office Suite.

Language

N/A.

Other Knowledge, Skills & Abilities

Detail-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.

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.

Salary Ranges
California Range: $110,000 - $150,000

Colorado Range: $95,000 - $130,000

Illinois Range: $105,000 - $130,000

Maryland Range: $113,000 - $120,000

Massachusetts Range: $120,000 - $130,000

Minnesota Range: $90,000 - $120,000

New Jersey Range: $115,000 - $140,000

NYC/Long Island/Westchester Range: $125,000 - $155,000

Washington Range: $95,000 - $125,000

Washington DC Range: $120,000 - $140,000

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