Tax Manager, Partnership

4 months ago


Pittsburgh, United States BDO Full time

Job Summary:

The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients.

Job Duties:

Performs tax planning, preparation and research for Pass-Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners Performs write-up of books and records for the business as well as composes written tax advice or responses to IRS inquiries Contributes to client satisfaction by providing timely services and work product Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate Communicates any issues identified in tax accrual reviews with client and Assurance 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; clearly and concisely frames issues to be researched and clearly and concisely reports the analysis Applies most Firm and professional standards for preparation of written tax advice and tax returns Involves firm specialists where 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 :

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 Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provides review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education :

Bachelors degree in Accounting or other relevant field, required  Masters degree in Taxation, preferred

Experience :

Five (5) plus years of public accounting experience working in the private client area, . working on individual, estate, partnership, S-corporation, trust, and private foundation tax/consulting clients, required 

License/Certifications :

CPA certification, required

Software :

Proficient in Microsoft Office Suite

Language :

N/A

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 Advanced knowledge and experience with subchapter K of the Internal Revenue Code of 1986 as amended Working knowledge of and experience working with Targeted Capital Account Agreements 704(b) Capital & Tax Capital account maintenance 704(c) allocations Knowledge of optional basis adjustments under sections 734 & 743 Knowledge of section 752 liability allocations


  • Pittsburgh, Pennsylvania, United States BDO Full time

    {"Job Title": "Partnership Tax Manager", "Job Summary": "At BDO, we are seeking a highly skilled Partnership Tax Manager to join our team. As a key member of our Private Client group, you will be responsible for providing tax and consulting services to our Pass-Through clients.Your primary focus will be on tax planning, preparation, and research for...

  • Tax Manager

    1 week ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Manager to join our team at Jobot. As a Tax Manager, you will be responsible for managing and overseeing the tax compliance process for real estate partnerships, including the preparation and review of federal and state income tax returns, estimates, and extensions.Key ResponsibilitiesManage...

  • Tax Consultant

    2 days ago


    Pittsburgh, Pennsylvania, United States Andersen Tax LLC Full time

    About the RoleAs a Senior Tax Associate at Andersen Tax LLC, you will play a key role in our Alternative Investment Funds practice. You will work directly with management to engage in tax planning, consulting, and compliance for complex clients, including hedge funds, private equity, real estate, fund of funds, and venture capital.Key ResponsibilitiesReview...

  • Tax Manager

    1 day ago


    Pittsburgh, Pennsylvania, United States KPMG Full time

    Business Title: Tax Manager/Senior ManagerAt KPMG, we are seeking a highly skilled Tax Manager/Senior Manager to join our Business Tax Services practice. As a key member of our team, you will be responsible for managing a portfolio of clients, directing teams of tax professionals, and providing high-quality tax services and advice.Key Responsibilities:Manage...


  • Pittsburgh, Pennsylvania, United States Jobot Full time

    Tax Manager Opportunity at JobotAbout Jobot:Jobot is a leading CPA and business advisory firm known for its excellence in audit, tax strategy, business consulting, and wealth management. Our mission is to deliver innovative financial solutions tailored to the unique needs of our clients, ensuring their success through integrity and personalized service.What...


  • Pittsburgh, Pennsylvania, United States Jobot Full time

    Tax Manager Role at a Leading CPA FirmAbout Our Firm:We are a prominent CPA and business advisory firm dedicated to delivering exceptional audit, tax, and consulting services. Our mission is to provide tailored solutions that empower both individuals and businesses to meet their financial objectives. We pride ourselves on our commitment to excellence,...

  • Tax Manager

    3 weeks ago


    Pittsburgh, United States Relevante Full time

    Job DescriptionJob DescriptionSalary: $105,000.00We have partnered with a large public accounting firm in the Pittsburgh, PA area to provide them with a Tax Manager. Please review the below description and let us know if you are interested. Prioritized Must Have Skills for the Tax Manager:#1. Must have CPA and or Masters in Taxation or Accounting#2. Must...


  • Pittsburgh, Pennsylvania, United States Andersen Tax LLC Full time

    About the RoleAs a Senior Associate in our Alternative Investment Funds practice at Andersen Tax LLC, you will work directly with Management to engage in the tax planning, consulting, and compliance process for a variety of complex clients, including hedge funds, private equity, real estate, fund of funds, and venture capital.Key ResponsibilitiesReview and...


  • Pittsburgh, Pennsylvania, United States Andersen Tax LLC Full time

    About the RoleAs a Senior Associate in our Alternative Investment Funds practice, you will work directly with Management to engage in the tax planning, consulting, and compliance process for complex clients, including hedge funds, private equity, real estate, fund of funds, and venture capital.Key ResponsibilitiesReview and prepare tax returns for national...

  • Senior Tax Manager

    1 week ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Manager to join our team at Jobot. As a key member of our tax department, you will be responsible for managing and growing a portfolio of business clients, primarily S corporations and partnerships.Key ResponsibilitiesManage and grow a portfolio of business clients, primarily S corporations and...

  • Tax Strategy Manager

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    Fully remoteAbout Us:We are a prominent CPA and consulting firm dedicated to providing an exceptional alternative to larger national CPA firms. Our focus is on delivering outstanding value to our clients through a range of services including audit, tax, accounting, and advisory solutions tailored for commercial enterprises, nonprofit organizations, and...

  • Tax Services Manager

    3 weeks ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    Remote OpportunityAbout Jobot:Jobot is a distinguished CPA and consulting firm that provides an exceptional alternative to larger national firms. We specialize in delivering tailored audit, tax, accounting, and advisory services to a diverse clientele, including commercial enterprises, nonprofit organizations, and high-net-worth individuals. Our dedication...

  • Tax Advisory Manager

    3 weeks ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    Remote OpportunityAbout Us:We are a prominent CPA and consulting firm dedicated to providing an exceptional alternative to larger national firms. Our expertise spans audit, tax, accounting, and advisory services tailored for commercial enterprises, nonprofit organizations, and high-net-worth individuals. With a rich history of 60 years in the industry, we...


  • Pittsburgh, Pennsylvania, United States Jobot Full time

    Remote OpportunityAbout Us:We are a prominent CPA and consulting firm, dedicated to providing an exceptional alternative to larger national firms. Our expertise spans audit, tax, accounting, and advisory services, tailored for commercial enterprises, nonprofit organizations, and high-net-worth individuals. With a legacy of 60 years in delivering impactful...


  • Pittsburgh, Pennsylvania, United States Jobot Full time

    Fully remoteAbout Us:We are a prominent CPA and consulting firm, providing an exceptional alternative to larger national CPA firms for clients who value outstanding service. Our expertise spans audit, tax, accounting, and advisory services tailored for commercial enterprises, nonprofit organizations, and high-net-worth individuals/estates. Our dedication to...

  • Tax Manager

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    About UsAs a leading accounting firm, we prioritize our client relationships as partnerships, measuring our success by yours. Our team is dedicated to delivering quality service to support your long-term growth and stability. With a strong presence in the industry, we're committed to providing the valued services essential for your development.Why Choose...

  • Tax Manager

    3 weeks ago


    Pittsburgh, United States Sisterson and Co LLP Full time

    TAX MANAGER Sisterson & Co. LLP, a regional CPA firm located in Pittsburgh, PA, is hiring qualified candidates to join our tax team. We are seeking local and remote candidates to serve as our next Tax Manager. Tax Managers oversee and manage quality tax services to a diversified client base. Managers review individual, trust, non-profit, and business tax...

  • Seasonal Tax Preparer

    2 weeks ago


    Pittsburgh, United States Jackson Hewitt Tax Service, Inc. Full time

    Responsive recruiter The ideal candidate is a resourceful self-starter who works well independently, and part of a team. Someone who can adapt quickly to changing priorities and loves connecting to clients in a high-energy environment. Situated within one of the largest retailers, Walmart, you'll have the opportunity to tap into a vast customer base and...

  • Tax Manager

    3 days ago


    Pittsburgh, PA , USA, United States Jobot Full time

    Job Title: Tax Manager Company: Jobot Job Type: Full-time Location: Remote Job Description: We are seeking a highly skilled and experienced Tax Manager to join our team. The ideal candidate must have a minimum of 3+ years of experience in tax consulting, management, partnerships, and form 1065. Responsibilities: * Manage and oversee the tax compliance...

  • Tax Strategy Manager

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Jobot Full time

    Exciting Career Opportunity in TaxationAre you interested in becoming part of a reputable accounting firm that prioritizes strong client partnerships? Our dedicated team is focused on delivering exceptional service and crucial support for sustainable growth. We are currently in search of a Tax Manager to lead departmental functions and execute effective tax...