Partnership Manager, Tax

Job Summary:

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

Job Duties:

Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partnersPerforms write-up of books and records for the business as well as composes written tax advice or responses to IRS inquiriesContributes to client satisfaction by providing timely services and work productDemonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developmentsTax ComplianceEnsures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) 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 client; involves specialists where appropriateCommunicates any issues identified in tax accrual reviews with client and AssurancePlans and reviews the tax process and the procedures to be performed to include:

Budgeting and staffingMonitoring engagement process and actual time incurred vs. budget with assistance of SeniorTimely billing including management of identified out-of-scope activity and communication to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice to clients in a timely mannerResearchIdentifies when research is needed; clearly and concisely frames issues to be researched and clearly and concisely reports the analysisApplies most Firm and professional standards for preparation of written tax advice and tax returnsInvolves firm specialists where appropriateStrategy DevelopmentIntroduces 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 benefitsReviews studies of tax implications and offers clients alternative courses of actionIdentifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methodsOther 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 needsSupervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provides review commentsTrains Associates and Seniors how to use all current software toolsActs as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelors degree in Accounting or other relevant field, requiredMasters 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 SuiteLanguage:

N/AOther Knowledge, Skills & Abilities:

Detailed orientedExcellent written and verbal communication skillsAbility to work independently and in a team environmentAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapable of developing and managing a team of tax professionalsCapable of effectively developing and maintaining client relationshipsExecutive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clientsAdvanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amendedWorking knowledge of and experience working with Targeted Capital Account Agreements704(b) Capital & Tax Capital account maintenance704(c) allocationsKnowledge of optional basis adjustments under sections 734 & 743Knowledge 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 All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.