Senior Tax Manager, Core Tax Services

Full-time

No

Salary Range $146,000 - $200,000


Senior Tax Manager, Core Tax Services

Are you looking for a challenging and rewarding role as a Senior Tax Manager? BDO USA is seeking a Senior Tax Manager to join our Core Tax Services team in Baltimore, MD or Columbia, MD. As a Senior Tax Manager, you will be responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.

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. This includes 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. The Senior Tax Manager will manage client engagements, supervise and review work of team staff members, work closely with clients as well as internal managers and partners, and contribute to client satisfaction by providing timely services and work product.

Job Duties

Tax Compliance
Ensures 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 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
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner;
Research
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
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, ., 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

The Senior Tax Manager is 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. The Senior Tax Manager will supervise associates and senior associates on all projects, review work prepared by associates and senior associates and provide review comments, train Associates and Seniors how to use all current software tools, act as a Career Advisor to associates and senior associates, schedule and manage workload of associates and senior associates, and provide verbal and written performance feedback to associates and senior associate.

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 . 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:

Detailed 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

Salary Information

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.

BDO USA offers a competitive total rewards package that encompass so much more than “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards.

Salary ranges for the

specifically, experience with working on individual, estate, trust, partnership, s-corporation, and private foundation tax/consulting clients. 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:

detailed 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

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