Tax Senior Manager, Pass-Through, Core Tax Services
1 month ago
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, 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 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 Join us at BDO, 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 BDO, 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. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.BDO 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 firm’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 BDO 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 firm’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 clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communities*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out moreFull timePosting Date: 2024-02-23
We have other current jobs related to this field that you can find below
-
Tax Manager – State
1 week ago
Chicago, United States Andersen Tax LLC Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations....
-
Senior Tax Associate, Core Tax Services
3 weeks ago
Chicago, Illinois, United States BDO USA, LLP Full timeJob Summary:A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software...
-
Senior Tax Associate, Core Tax Services
4 weeks ago
Chicago, Illinois, United States BDO USA, LLP Full timeJob Summary:A Core Tax Services Senior Associate is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential risks, preparing tax accrual workpapers and working with tax software...
-
Associate - Tax Services - 2025 - (Hybrid)
3 weeks ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...
-
Associate - Tax Services - 2025 - (Hybrid)
4 weeks ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Associate - Tax Services - 2025 - (Hybrid)
3 weeks ago
Chicago, United States Andersen Tax Full timeThe Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark...
-
Senior Tax Manager
2 months ago
Chicago, United States Cdhcpa Full timeThe Senior Tax Manager has shared responsibility for the overall operation of the Firm’s Tax department from a staff management, project service and delivery perspective. The Senior Tax Manager oversees the preparation and delivery of firm tax engagements, serving as the primary contact with clients, responsible for expanding the Firm’s Tax department...
-
Tax Consulting Senior
3 weeks ago
Chicago, IL, United States Buckingham Search Full timeThe Tax Department provides tax consulting and planning services related to our client’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax Director. Conduct tax research,...
-
Tax Senior Manager
2 months ago
Chicago, IL, United States Forvis Full timeDescription & Requirements As a Tax Senior Manager at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You provide authentic support to your teammates and clients and communicate regularly with them to understand their businesses and...
-
Senior Tax Advisor/Manager
3 weeks ago
Chicago, IL, United States Buckingham Search Full timeJob Description Job Description The Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a...
-
Senior Tax AdvisorManager
3 weeks ago
Chicago, IL, United States Buckingham Search Full timeThe Tax Department provides tax consulting and planning services related to our client’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax Director. Responsibilities : ...
-
Senior Tax Manager
3 weeks ago
Oak Brook, IL, United States Buckingham Search Full timeA leading, global financial services firm is seeking a Tax Senior Manager – Alternative Investments, to drive significant company growth. If you have tax expertise in alternative investments and excel at problem solving & customer service, this could be a great opportunity for you! Responsibilities : Coordinate and oversee the preparation and filing of...
-
Senior Tax Manager
2 months ago
Oak Brook, IL, United States Buckingham Search Full timeJob Description Job Description A leading, global financial services firm is seeking a Tax Senior Manager – Alternative Investments, to drive significant company growth. If you have tax expertise in alternative investments and excel at problem solving & customer service, this could be a great opportunity for you! Responsibilities : Coordinate and...
-
Senior Tax Manager
3 weeks ago
Chicago, United States Kirkland & Ellis Full timeAbout Kirkland & Ellis At Kirkland & Ellis, we are united in our ambition and drive to move forward. We share core values that help us achieve excellence: collaboration, talent empowerment, service, inclusion, respect and gratitude. Our people are our greatest asset, and we invest in the brightest talent and encourage a diversity of perspectives and...
-
Senior Tax Manager
3 weeks ago
Chicago, United States Kirkland & Ellis Full timeAbout Kirkland & Ellis At Kirkland & Ellis, we are united in our ambition and drive to move forward. We share core values that help us achieve excellence: collaboration, talent empowerment, service, inclusion, respect and gratitude. Our people are our greatest asset, and we invest in the brightest talent and encourage a diversity of perspectives and...
-
Tax Senior
2 months ago
Chicago, United States Cdhcpa Full timeThe Tax Senior works closely with otherCDH staff and client personnel on all phases of assigned projects and engagement management for multiple clients. The Tax Senior is primarily responsible for preparation and review of complex tax returns, including individual, trust, partnership, not-for-profit, S corporate, C corporate, and foreign tax returns. The Tax...
-
Senior Tax Manager
3 weeks ago
Chicago, United States Primary Recruiting Services Full timeAbout the job Overview Our client is looking to add a a Senior Tax Manager in the firm's Chicago headquarters to assist with the tax advisory, compliance and transformation processes for real estate investment funds. Reporting to the Managing Director of Tax, this position will work closely with several internal teams including but not limited to accounting,...
-
Senior Tax Advisor/Manager
1 month ago
Chicago, United States Buckingham Search Full timeJob Description Job Description The Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax...
-
Senior Tax Advisor/Manager
3 weeks ago
Chicago, United States Buckingham Search Full timeJob Description Job Description The Tax Department provides tax consulting and planning services related to our client's diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Senior Tax Advisor/Manager who will report directly to a Tax...
-
Senior Tax Manager
3 weeks ago
Oakbrook Terrace, IL, United States Engtal Full timeSenior Tax Manager Hybrid - Monday - Wednesday in office, Thursday & Friday WFH Engtal’s client is a fund administration specialized in hedge funds, real estate, cryptocurrency, venture capital, mergers, and private equity funding. This is a global business with offices in 6 continents and they are debt free. They have continued to do well even in down...
