Partnership Tax Strategy Lead

BDO USA; New York (NY); On-site; USD 80,000 - 168,000; Full time

Benefits offered by this job

ESOP

Total Rewards

Job summary

BDO USA seeks a Tax Manager, Partnerships to guide clients on partnership taxation, oversee complex items such as 704(b) allocations, capital accounts and TRA calculations, and contribute to the growth of the STS Partnership Practice.

You will lead engagement teams, mentor associates, develop process improvements, build lasting client relationships, and help manage risk while delivering high-quality tax planning and compliance services across private equity and portfolio companies.

Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Five (5) or more years of prior relevant tax experience with specialized partnership experience.
• CPA certification, Attorney admitted or EA preferred.
• Prior supervisory experience preferred; private equity experience preferred.

Responsibilities

• Maintains and develops deep knowledge of partnership taxation issues and opportunities.
• Identifies research needs, frames issues clearly, and reports analysis concisely.
• Assists with developing, recommending and implementing efficient tax methods to maximize client benefits.
• Supervises associates and senior associates on engagements and trains staff on software tools.

Skills

Partnership tax

Tax research

Leadership

Client relations

Education

Bachelor's degree in accounting/finance

Master's in taxation (preferred)

Tools

Microsoft Office

Tax research databases

Tax compliance software

Job description

BDO USA seeks a Tax Manager, Partnerships to guide clients on partnership taxation, oversee complex items such as 704(b) allocations, capital accounts and TRA calculations, and contribute to the growth of the STS Partnership Practice.

You will lead engagement teams, mentor associates, develop process improvements, build lasting client relationships, and help manage risk while delivering high-quality tax planning and compliance services across private equity and portfolio companies.