Tax Senior Manager, Core Tax Services

Job Summary:The 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 entitiesManages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partnersContributes to client satisfaction by providing timely services and work productDemonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developmentsTax ComplianceEnsures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all 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 appropriatePlans and reviews the tax process and the procedures to be performed to include:Budgeting and staffingMonitoring engagement process and actual time incurred vs. budget with assistance of SeniorTimely billing including management of identified out-of-scope activity and communication to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice to clients in a timely manner;ResearchIdentifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysisApplies most Firm and professional standards for preparation of WTA and tax returnsInvolves firm specialists, as appropriateStrategy DevelopmentIntroduces 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 benefitsReviews studies of tax implications and offers clients alternative courses of actionIdentifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methodsOther duties as requiredSupervisory 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 needsSupervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provide review commentsTrains Associates and Seniors how to use all current software toolsActs as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associateQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferredMaster's degree in Accounting or Taxation, preferredExperience: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, requiredLicense/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), requiredPossession of other professional degrees or certifications applicable to role, preferredSoftware:Proficient in Microsoft Office Suite, preferredOther Knowledge, Skills & Abilities:Detailed orientedExcellent written and verbal communication skillsAbility to work independently and in a team environmentAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapable of developing and managing a team of tax professionalsCapable of effectively developing and maintaining client relationshipsExecutive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clientsIndividual 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 - $200,000Colorado Range: $120,000 - $185,000Illinois Range: $140,000 - $190,000Maryland Range: $152,000 - $188,000Minnesota Range: $130,000 - $190,000NYC/Long Island/Westchester Range: $175,000 - $205,000Washington Range: $150,000 - $200,000Washington DC Range: $156,000 - $200,000 #J-18808-Ljbffr

Created: 2025-09-17