Partnership Manager, Tax

BDO USA; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA in Houston seeks a Partnership Manager, Tax to lead tax services for Pass-Through clients, manage engagements, and supervise staff.

The ideal candidate holds a CPA, has 5+ years in public accounting, strong communication, and deep knowledge of Subchapter K and pass-through taxation; join a collaborative team at BDO USA.

Qualifications

• Bachelor’s degree in Accounting or related field.
• Five or more years of public accounting experience in pass-through tax/consulting.
• CPA certification is required.
• Strong analytical, research, and communication skills.

Responsibilities

• Provide tax planning, preparation, and research for Pass‑Through clients; manage engagements; supervise staff; collaborate with clients and partners.
• Prepare tax returns and advisory responses; interact with IRS as needed.
• Deliver high quality work, ensure client satisfaction, and manage engagement timelines and budgets.
• Stay updated on current tax developments and apply firm standards to tax issues.
• Develop and lead a team of tax professionals and manage client relationships.

Skills

Strong communication

Leadership

Tax planning

Client management

Research

Team supervision

Education

Bachelor's degree in Accounting

Master's degree in Taxation

CPA certification

Tools

Microsoft Office Suite

Job description

Job Summary

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

Responsibilities

• Perform tax planning, preparation, and research for Pass‑Through businesses; manage client engagements; supervise and review the work of team staff; collaborate with clients, internal managers, and partners.
• Write books and records and compose written tax advice or responses to IRS inquiries.
• Contribute to client satisfaction by delivering timely services and high‑quality work product.
• Demonstrate an understanding of tax concepts and actively pursue increased tax knowledge through client assignments and current tax developments.
• Compliance—ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens; review tax returns and resolve issues; communicate issues to clients and Assurance; plan and review tax processes; budget and staffing; monitor engagement time versus budget; manage billing, out‑of‑scope activity, and collections; manage client relationships and provide timely advice.
• Research—identify when research is needed; clearly frame issues and report analysis; apply firm standards; involve specialists when appropriate.
• Strategy Development—introduce and develop new or improved ideas to improve client, firm, or personnel positions; review tax implications; offer alternative courses of action; share lessons learned.
• Other duties as required.

Supervisory Responsibilities

• Build and train a team of professionals; 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 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 & Abilities

Education

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

Experience

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

License/Certifications

• CPA certification (required)

Software

• Proficient in Microsoft Office Suite

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
• Skill in developing and managing a team of tax professionals
• Ability to develop and maintain client relationships
• Executive presence and ability to act as primary client contact for presentation of issues and resolutions
• Advanced knowledge of subchapter K of the Internal Revenue Code (1986) and related allocations
• Knowledge of Targeted Capital Account Agreements and 704(b)/(c), 734, 743, 752 provisions

Compensation

• 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 – $150,000
• Washington: $95,000 – $125,000
• Washington DC: $120,000 – $140,000

Equal Opportunity Employer

BDO is an equal opportunity employer, including disability and veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or veteran status.