Tax Senior Manager, Core Tax Services

BDO USA, LLP; Boston (MA); Sur place; USD 150 000 - 206 000; Plein temps

Résumé du poste

BDO USA, LLP is seeking a Senior Tax Manager to provide tax planning, preparation, and consulting services to business clients with pass-through entities and their owners. The role requires strong leadership, client management, and technical tax expertise across personal and entity taxation.

The candidate should have eight or more years of tax experience, supervisory capability, and professional certifications.

Qualifications

• Bachelor's degree required; accounting/finance/economics preferred.
• Master's degree in Accounting or Taxation preferred.
• CPA, Attorney, or EA certification required or equivalent.

Responsabilités

• Performs tax planning, preparation and research for pass-through entities (S-corps, LLCs, Partnerships) and owners' returns.
• Manages client engagements, supervises staff, and reviews work with managers and partners.
• Contributes to client satisfaction by delivering timely services and high-quality work product.
• Ensures compliance with tax laws and firm policies; leverages specialists when needed.
• Reviews tax processes, budgets, staffing and timely billing and collections.

Connaissances

Tax planning

Tax compliance

Client relationship management

Team supervision

Strong communication skills

Formation

Bachelor's degree in Accounting/Finance/Economics

Master's degree in Accounting or Taxation

Outils

Microsoft Office Suite

Description du poste

Job Summary

Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.

Job Duties

• Performs tax planning, preparation and research for pass through entities (S‑corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities.
• Manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners.
• Contributes to client satisfaction by providing timely services and work product.
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
• Tax Compliance
  • Ensures clients comply with all applicable authorities, while minimizing their tax and reporting burdens, and ensures compliance of self and client service teams with Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
  • Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation) is required.
  • Conducts top‑level review of T/R and resolves all tax issues with client; involves specialists where appropriate.
  • Plans and reviews the tax process and the procedures to be performed to include:
    • Budgeting and staffing.
    • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior.
    • Timely billing including management of identified out‑of‑scope activity and communication to client.
    • Timely collection of A/R.
    • Managing client relationships/expectations in accordance with the project.
    • Providing timely advice to clients.
• Research
  • Identifies when research is needed and performs such research; frames issues to be researched and reports the analysis clearly and concisely.
  • Applies most Firm and professional standards for preparation of WTA and tax returns.
  • Involves firm specialists, as appropriate.
• 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.
  • Reviews studies of tax implications and offers clients alternative courses of action.
  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
• Other duties as required.

Supervisory Responsibilities

• Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs.
• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains associates and seniors on how to use all current software tools.
• Acts as a career advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
• Master's degree in Accounting 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. Specifically, experience with working on individual, estate, trust, partnership, S‑corporation, and private foundation tax/consulting clients.
• Prior supervisory experience, required.

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), required.
• Possession of other professional degrees or certifications applicable to role, preferred.

Software

• Proficient in Microsoft Office Suite, preferred.

Other Knowledge, Skills & Abilities

• Detail oriented.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team environment.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills as well as decision‑making skills.
• Capable of developing and managing a team of tax professionals.
• Capable of effectively developing and maintaining client relationships.
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

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.

California Range: $146,000 - $200,000

Colorado Range: $120,000 - $185,000

Illinois Range: $140,000 - $190,000

Maryland Range: $150,000 - $180,000

Massachusetts Range: $150,000 - $206,000

Minnesota Range: $130,000 - $190,000

New Jersey Range: $155,000 - $200,000

Ohio Range: $125,000 - $200,000

NYC/Long Island/Westchester Range: $180,000 - $225,000

Washington Range: $150,000 - $200,000

Washington DC Range: $162,000 - $190,000