Partnership Manager, Tax

BDO USA, LLP; Troy (MI); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking a Partnership Manager, Tax to deliver tax planning, prep and advisory services for Pass-Through clients. You will supervise staff, manage engagements, and partner with clients to optimize tax outcomes.

The role emphasizes deep tax knowledge, client relationship management, and adherence to firm policies and the Tax Quality Manual. A CPA and 5+ years of public accounting is expected; MS Tax preferred.

Qualifications

• Bachelor's degree in Accounting or related field required.
• CPA certification required.
• Five+ years of public accounting experience in private client tax/consulting.
• Strong written and verbal communication skills.

Responsibilities

• Provide tax planning, preparation and research for Pass-Through clients.
• Supervise and review work of staff; manage client engagements.
• Develop and maintain client relationships and service quality.
• Advance firm tax knowledge and stay updated on tax developments.
• Ensure tax compliance and adherence to firm policies.

Skills

Tax planning

Client relationship management

Team leadership

Analytical thinking

Written and verbal communication

Research

Tax compliance

Project management

Education

Bachelor's degree in Accounting

Master's in Taxation

Tools

Microsoft Office Suite

Job description

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 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

Qualifications, Knowledge, Skills and Abilities

Education

• 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

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!