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 returns Involves firm specialists, as appropriateStrategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, eg, 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 methods Other 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), required Possession of other professional degrees or certifications applicable to role, preferredSoftware:Proficient in Microsoft Office Suite, preferred Other 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 - $200,000 Washington Range: $150,000 - $190,000 BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe.

We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients' needs. We currently serve more than 400 publicly traded domestic and international clients.Unparalleled partner-involvement Deep industry knowledge and participationGeographic coverage across the U.S.

Cohesive global network Focused capabilities across disciplines BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world's fifth largest accounting network. BDO 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, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more. Some examples of our Total Rewards offerings include: Competitive pay and eligibility for an annual performance bonus. A 401k plan plus an employer matchComprehensive, medical, dental, vision, FSA, and prescription insurance from day oneCompetitive Paid Time Off with daily accrual from day one of employment, plus paid holidaysPaid Parental LeaveAdoption AssistanceFirm paid life insuranceWellness programsAdditional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance Above offerings may be subject to eligibility requirements.

Click here to find out more!Full timePosting Date: 2023-09-20.