Partnership Manager, Tax

Job Summary

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

• 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
• Write up 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 self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
  • Conduct top level review of T/R 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 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
  • 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 to be researched and report the analysis
  • Apply most Firm and 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 Firm personnel, 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

• 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
• Supervise associates and senior associates on all projects
• Review work prepared by associates and senior associates and provide review comments
• Train Associates and Seniors 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

• Bachelor’s degree in Accounting or other relevant field, required
• Master’s degree in Taxation, preferred

• 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

• CPA certification, required

• Proficient in Microsoft Office Suite

• N/A

• 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

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: $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 - $160,000
Washington Range: $95,000 - $125,000
Washington DC Range: $120,000 - $140,000