Partnership Tax Senior, Advanced Computational Services

BDO USA; Seattle (WA); On-site; USD 73,500 - 131,250; Full time

Benefits offered by this job

Equal Opportunity Employer

Mentoring and training opportunities

Job summary

BDO USA in Seattle is seeking a Tax Senior, Partnerships to advise clients on tax implications specific to partnerships. The role involves extensive knowledge in partnership taxation, assisting in computations, and fostering client relationships.

The ideal candidate will have at least two years of tax experience and a relevant degree. Expected competences include effective communication and analytical skills, along with experience in mentoring associates. This position offers the opportunity to engage in business development activities and process improvement initiatives.

Qualifications

• Two or more years of relevant tax experience or public accounting.
• Specialized partnership experience preferred.
• CPA, EA, or equivalent preferred.

Responsibilities

• Develop understanding of partnership taxation.
• Train and mentor interns and associates.
• Assist with tax research and analysis.

Skills

Tax knowledge

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Economics or Statistics

Master’s in Accountancy or Taxation

CPA certification or equivalent

Tools

Microsoft Office Suite

Tax research databases and compliance software

Job description

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.

Responsibilities

• Develop 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.
• Assists in identifying when research is needed; works with leadership to concisely frame issues to be researched and reports the analysis.
• Assists in identifying complex issues to be researched by engagement team and provides research methodology for an 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.
• 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 risk.
• Assists with the implementation of applicable Firm strategies.
• Assists in managing client expectations.
• Other duties as required.
• 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.

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.

Education & Certifications

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

• 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 a 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.

Salary Range

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

Equal Opportunity Employer, including disability/vets
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”