Partnership Manager, Tax

BDO USA; Grand Rapids (MI); On-site; USD 100,000 - 150,000; Full time

Job summary

BDO USA is seeking a Partnership Manager, Tax to lead tax planning, preparation, and research for Pass-Through clients in a collaborative team environment.

You will manage engagements, supervise staff, and ensure timely delivery while maintaining client relationships and adherence to quality standards. CPA and 5+ years in private client tax are preferred.

Qualifications

• Bachelor's degree in Accounting or other relevant field, required
• Masters degree in Taxation, preferred
• CPA certification, required
• Five (5) plus years of public accounting experience in private client tax/consulting

Responsibilities

• Performs tax planning, preparation and research for Pass-Through business
• Manages client engagements and supervises staff
• Contributes to client satisfaction by providing timely services and work product
• Reviews work prepared by associates and senior associates
• Trains Associates and Seniors on software tools and processes
• Schedules and manages workload of associates and senior associates
• Acts as Career Advisor to associates and senior associates
• Provides timely tax advisory and responses to IRS inquiries

Skills

Executive presence

Excellent written and verbal

Work independently

Team leadership

Client relationship skills

Analytical and research skills

Communication with clients

Project delegation

Education

Bachelor's degree in Accounting or other relevant field

Master's degree in Taxation

Tools

Microsoft Office Suite

Job description

Job Summary

JOB DESCRIPTION

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 partners Performs write-up of books and records for the business as well as 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 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 appropriate

Communicates any issues identified in tax accrual reviews with client and Assurance

Plans and reviews the tax process and the procedures to be performed 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

Manages client relationships/expectations in accordance with the project

Provides advice to clients in a timely manner

Research

Identifies when research is needed; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis

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

Involves firm 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

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 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

Qualifications, Knowledge, Skills and Abilities

• 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

• 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 - $150,000 Ohio Range $105,000 - $150,000 Washington Range $95,000 - $125,000 Washington DC Range $120,000 - $140,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

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"