Partnership Tax Senior Manager, Advanced Computational Services

BDO USA; San Francisco (CA); On-site; USD 100,000 - 263,000; Full time

Job summary

BDO USA in San Francisco is seeking a Tax Senior Manager, Partnerships to advise clients on partnership taxation, including sections 704(b), 734(b), 743(b) and TRA calculations, and to prepare partnership computations.

You will lead the team, drive business development, improve processes, mentor staff, and maintain client relationships while delivering practical tax solutions for private equity funds and portfolio companies.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master’s in Accountancy or Taxation preferred.
• Eight or more years of relevant tax experience required.
• Specialized partnership experience required.
• Prior supervisory experience required.
• Private equity experience preferred.

Responsibilities

• Maintain and develop understanding of partnership taxation issues.
• Organize and conduct external CPE training at least once per year.
• Train associates, senior associates and managers.
• Develop, recommend and implement efficient tax methods to maximize client benefits.
• Manage client expectations and relationships.

Skills

Communication

Delegation

Analytical skills

Education

Bachelor’s degree in Accounting/related

Master’s in Accountancy/Taxation

Tools

MS Office

Tax research databases

Job description

JOB DESCRIPTION

As a Tax Senior Manager, Partnerships, you will be responsible for 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 Manager, 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 Manager, Partnerships is a critical member of the Partnerships leadership team and actively participates in the marketing and business development of the group. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

Job Summary

As a Tax Senior Manager, Partnerships, you will be responsible for 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 Manager, 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 Manager, Partnerships is a critical member of the Partnerships leadership team and actively participates in the marketing and business development of the group. In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

Job Duties

Tax Specialization

• Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
• Develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
• May be required to organize and conduct, or participate in conducting, effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
• Trains and mentors associates, senior associates, and managers

Research

• Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
• Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
• Trains associates, senior associates, and managers on research skills and helps 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 recommend solutions
• Maximizes client benefits, especially by decreasing client taxes, while managing risk
• Implements applicable Firm strategies
• Manages client expectations

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
• Researches and implements tax strategies, including experimentation with promising new strategies and ideas
• Consistently makes suggestions as to how previous work products or approaches can be improved
• May lead marketing campaigns, if applicable to role
• Presents complex strategies to clients and prospective clients
• Other duties as required

Supervisory Responsibilities

• Supervises associates, senior associates, and managers on all projects
• Reviews work prepared by associates, senior associates, and managers and provides review comments
• Trains associates, senior associate, and managers how to use all current software tools
• Acts as a career advisor to associates, senior associates, and managers
• Schedules and manages workload of associates, senior associates, and managers
• Provides verbal and written performance feedback to associates, senior associates, and managers

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

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Specialized partnership experience, required
• Prior supervisory experience, required
• 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

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as decision-making skills
• Ability to work well in a team environment
• Able to develop and manage a team of tax professionals
• Able 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
• Proven 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 cultivate a positive team environment on engagements and contribute to the professional development of team personnel
• Executive 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: $99,750 - $262,500

Maryland Range: $99,750 - $262,500

NYC/Long Island/Westchester Range: $99,750 - $262,500

Washington DC Range: $99,750 - $262,500

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.

• Benefits may be subject to eligibility requirements.

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"