Partnership Tax Senior, Advanced Computational Services

BDO USA; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA is seeking a Tax Senior, Partnerships in San Francisco to advise clients on partnership tax issues, perform allocations, and manage tax computations and TRA calculations. You will collaborate with leadership, guide staff, and contribute to business development while maintaining client relationships.

You will leverage your knowledge of 704(b), 734(b), 743(b), and related tax concepts to support engagement teams, train interns, and implement efficient processes across engagements.

Qualifications

• Two or more years of prior relevant tax experience (public accounting, private industry or consulting)
• Specialized partnership experience preferred
• Private equity experience preferred

Responsibilities

• Develops and applies an in-depth understanding of partnership taxation issues
• Mentors interns and associates on tax issues and research methods
• Trains staff on use of firm software tools and processes
• Assists senior staff in planning and conducting client engagements
• Contributes to practice development and client relationship management

Skills

Partnership taxation

Tax research

Mentoring interns

Communication skills

Education

Bachelor’s degree in Accounting/Finance/Economics/Statistics

Master’s in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax research databases

Tax compliance software

Job description

JOB DESCRIPTION

As a Tax Senior, Partnerships, you will be responsible for utilizing basic research skills and applying your educational background to assist in advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the Tax Senior, Partnerships will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations. The Tax Senior, Partnerships is a critical member of the Partnerships team and will be exposed to marketing and business development activities of the group. In addition, the Tax Senior, Partnerships will be exposed to process improvement and team-building initiatives, maintaining client relationships, and will act as a source of guidance to staff.

Job Summary

As a Tax Senior, Partnerships, you will be responsible for utilizing basic research skills and applying your educational background to assist in advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In this role, the Tax Senior, Partnerships will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations. The Tax Senior, Partnerships is a critical member of the Partnerships team and will be exposed to marketing and business development activities of the group. In addition, the Tax Senior, Partnerships will be exposed to process improvement and team-building initiatives, maintaining client relationships, and will act as a source of guidance to staff.

Tax Specialization

• Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
• May be required to participate in organizing and conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
• Trains and mentors’ interns and associates
• Trains interns and associates on how to use all current software tools, as needed

Research

• Assists in identifying when research is needed; works with leadership to concisely frame issues to be researched and clearly and concisely reports the analysis
• Assists in identifying complex issues to be researched by engagement team and provides research methodology for efficient research process
• May train interns and associates on research skills and help to appropriately frame tax issues for analysis
• Involves firm specialists as appropriate

Tax Consulting

• Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
• Applies the combination of tax knowledge and knowledge of business/industry to collaborate with leadership on recommending solutions
• Works with leadership to maximize client benefits, especially by decreasing client taxes, while managing riskAssists with the implementation of applicable Firm strategies
• Assists in managing client expectations
• Other duties as required

Supervisory Responsibilities

• Participates in scheduling and managing workload of interns and associates
• May supervise day to day workload of interns on various projects
• May review work prepared by interns and associates and provide review comments

Education

Qualifications, Knowledge, Skills and Abilities:

• Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
• Master’s in Accountancy or Taxation, preferred

Experience

• Two (2) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Specialized partnership experience, preferred
• Private equity experience, both fund and portfolio company levels, preferred

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), preferred
• Possession of other professional degrees or certifications applicable to role, preferred

Software

• Proficient with the Microsoft Office Suite, preferred
• Experience with tax research databases and tax compliance process software, preferred

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills
• Capable of effectively delegating work as needed
• Strong analytical and basic research, critical thinking and decision-making skills
• Ability to work well in a team environment
• Ability to effectively develop and maintain client relationships
• Solid organizational skills, especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently and within a group environment
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
• Ability to contribute to positive team environment on engagements and to the professional development of team personnel
• Professional presence and ability to act as primary contact on assigned engagements

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.

National Range: $73,500 - $131,250

Maryland Range: $73,500 - $131,250

NYC/Long Island/Westchester Range: $73,500 - $131,250

Washington DC Range: $73,500 - $131,250

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

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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"