Partnership Manager, Tax

Partnership Manager, Tax – BDO USA

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

• Performs tax planning, preparation and research for Pass‑Through businesses, manages client engagements, supervises and reviews work of team staff members, and works closely with clients as well as internal managers and partners.
• Writes books and records for the business and composes written tax advice or responses to IRS inquiries.
• Contributes to client satisfaction by providing timely services and work product.
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
• Tax Compliance
  • Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures that self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual (TQM).
  • Conducts top‑level review of T/R and resolves all tax issues with the client; involves specialists where appropriate.
  • Communicates any issues identified in tax accrual reviews with client and Assurance.
  • Plans and reviews the tax process and procedures to be performed, including budgeting and staffing, monitoring engagement process and actual time incurred versus budget, timely billing, and collection of A/R.
  • Manages client relationships/expectations in accordance with the project and provides advice to clients in a timely manner.
• Research
  • Identifies when research is needed, frames issues clearly and concisely, and reports the analysis.
  • Applies firm and professional standards for preparation of written tax advice and tax returns and involves specialists where 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.

• Builds 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 and reviews their work.
• Provides review comments, trains associates and seniors on current software tools, and acts as a career advisor.
• Schedules and manages workload of associates and senior associates and provides verbal and written performance feedback.

• Bachelor’s degree in Accounting or a related field (required).
• Master’s degree in Taxation (preferred).

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

• CPA certification (required).

• Proficient in Microsoft Office Suite.

• N/A.

• 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 of subchapter K of the Internal Revenue Code of 1986 as amended.
• Working knowledge of and experience 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.

• 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

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 EO employer – M/F/Veteran/Disability.