Attorney in Indianapolis, IN

In-House

Indianapolis, IN

Attorney in Indianapolis, IN

Non-practicing Attorney

No

Job Title: Tax Senior Manager, Core Tax Services

Job Responsibilities:

The Tax Senior Manager is tasked with delivering tax and consulting services to business clients with pass-through entities, as well as to their business owners. This role involves:

- Performing tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, and partnerships, along with the individual returns of business owners, which may include estates, trusts, and charitable entities.
- Managing client engagements, supervising and reviewing the work of team staff members, and collaborating closely with both clients and internal managers and partners.
- Ensuring client satisfaction by providing timely services and work products.
- Demonstrating an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments.

Tax Compliance:

- Ensuring clients comply with all applicable authorities while minimizing their tax and reporting burdens. Ensuring that self and client service teams comply with all company policies, standards, and the BDO Tax Quality Manual (TQM).
- Possessing significant knowledge of taxation related to personal income, estate, and gift tax, as well as wealth retention strategies and the taxation of entities owned by business owners (partnership and corporate taxation).
- Conducting top-level reviews of tax returns and resolving all tax issues with clients, involving specialists where appropriate.
- Planning and reviewing the tax process and procedures to be performed, including budgeting, staffing, monitoring engagement processes, and timely billing and collection of accounts receivable.
- Managing client relationships and expectations in accordance with the project and providing advice to clients in a timely manner.

Research:

- Identifying when research is needed and performing such research; clearly and concisely framing issues to be researched and reporting the analysis.
- Applying most firm and professional standards for the preparation of work-to-date analysis and tax returns, involving firm specialists where appropriate.

Strategy Development:

- Introducing and developing new or improved ideas to enhance the position of clients, the company, or company personnel, such as reducing taxes or expenses or providing non-tax benefits.
- Reviewing studies of tax implications and offering clients alternative courses of action.
- Identifying and leveraging lessons learned from prior projects and offering input on how to improve processes and methods.

Supervisory Responsibilities:

- Building a team of professionals by training and working together to serve high-net-worth clients with timely responses to their needs.
- Supervising associates and senior associates on all projects.
- Reviewing work prepared by associates and senior associates and providing review comments.
- Training associates and seniors on the use of all current software tools.
- Acting as a Career Advisor to associates and senior associates.
- Scheduling and managing the workload of associates and senior associates.
- Providing verbal and written performance feedback to associates and senior associates.

Education and Experience Information:

Education:

- Bachelor’s degree required, with a major in Accounting, Finance, Economics, or Statistics preferred.
- Master’s degree in Accounting or Taxation preferred.

Experience:

- Eight or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience required. Specifically, experience 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:

- Proficiency in the 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.
- Capability of developing and managing a team of tax professionals.
- Capability of effectively developing and maintaining client relationships.
- Executive presence and ability to act as the primary client ,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
- NYC/Long Island/Westchester Range: $190,000 - $225,000
- Washington Range: $150,000 - $200,000
- Washington DC Range: $162,000 - $190,000

About Us:

Join us at Company, 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 Company, 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. Company is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our . team. Company professionals provide assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.

Company is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the company’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by Company through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the company’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle-market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

- Welcoming diverse perspectives and understanding the experience of our professionals and clients.
- Empowering team members to explore their full potential.
- Our talented team, who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
- Focusing on resilience and sustainability to positively impact our people, clients, and communities.
- Company Total Rewards that encompass so much more than traditional “benefits.”

Equal Opportunity Employer, including disability/vets.