Tax Manager, Partnerships

BDO USA; Boston (MA); On-site; USD 79,800 - 168,000; Full time

Benefits offered by this job

Flexible working opportunities

Advancement opportunities

Employee Stock Ownership Plan

Job summary

A leading accounting and advisory firm in Boston is seeking a Tax Manager, Partnerships to advise clients on tax implications and partnership specific items. This role involves applying extensive knowledge of partnership taxation, mentoring associates, and ensuring high client satisfaction. The ideal candidate has a bachelor’s degree and five years of relevant experience, including specialization in partnership taxation. The firm values flexibility, professional development, and maintaining impactful client relationships.

Qualifications

• 5+ years of relevant tax experience required.
• Specialized partnership experience required.
• Prior supervisory experience preferred.

Responsibilities

• Advise clients on tax implications and partnership items.
• Conduct research and report analysis.
• Develop methods to maximize client benefits and manage risks.

Skills

Verbal and written communication skills

Delegation and team management

Analytical and critical thinking skills

Client relationship development

Education

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

Master’s in Accountancy or Taxation

CPA, attorney, or enrolled agent

Tools

Microsoft Office

Tax research databases

Job description

Job Description

As a Tax 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 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 Manager, Partnerships is key to the leadership team of the STS Partnership Practice and actively participates in the development of the group. In addition, the Tax Manager, Partnerships is an active participant in process improvement and team‑building initiatives, maintains client relationships, and acts as a source of guidance to other team members.

Job Duties

• Technical Expertise: Maintain and develop an in-depth understanding of partnership taxation issues and opportunities.
• Research: Identify when research is needed, frame issues, conduct research, and report analysis. Train associates on research skills.
• Tax Consulting: Develop and recommend efficient methods to maximize client benefits, decrease taxes, manage risk, and implement firm strategies. Manage client expectations.
• Professional Development: Train and mentor associates, senior associates, and managers. Organize and conduct external CPE training sessions in partnership domain at least once per year.
• Supervisory Responsibilities: Supervise associates and senior associates; review work; provide performance feedback; schedule workloads; act as career advisor; train on software tools.

Education & Qualifications

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics preferred.
• Master’s in Accountancy or Taxation preferred.
• Five or more years of relevant tax experience required; specialized partnership experience required.
• Prior supervisory experience preferred.
• Private equity experience at fund and portfolio company levels preferred.
• CPA, attorney, or enrolled agent preferred; other relevant certifications preferred.
• Proficiency with Microsoft Office and tax research databases preferred.

Key Skills & Abilities

• Superior verbal and written communication skills.
• Effective delegation and team management.
• Strong analytical, research, and critical thinking skills.
• Ability to work well in team environment and meet deadlines.
• Ability to develop and maintain client relationships.
• Executive presence and primary contact capability.

Compensation

Individual salaries are determined based on experience, skills, geography. National, Maryland, NYC/Long Island/Westchester, Washington DC ranges: $79,800 – $168,000.

About BDO

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

Equal Opportunity

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".