Partnership Experienced Tax Senior, Advanced Computational Services
About The Position
An Experienced Senior Associate in BDO’s Partnerships group assists clients in understanding tax implications of business objectives and partnership-specific matters, including section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement calculations. The role applies partnership tax knowledge to identify potential tax issues and prepare partnership-specific computations. This role is a critical member of the Partnerships team and provides exposure to marketing and business development activities, process improvement, team-building initiatives, and client relationship management. It also provides guidance to staff and includes training, mentoring, workload coordination, and possible review and supervision of interns and associates.
Requirements
- Bachelor’s degree required.
- Three or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
- Excellent verbal and written communication skills.
- Ability to delegate work effectively as needed.
- Strong analytical, basic research, critical-thinking, and decision-making skills.
- Ability to work effectively in a team environment.
- Ability to develop and maintain client relationships.
- Solid organizational skills, attention to detail, and ability to meet project deadlines.
- Ability to multitask successfully while working independently and collaboratively.
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously.
- Ability to build strong relationships with firm and client personnel and interact successfully with professionals at all levels.
- Ability to contribute to a positive engagement team environment and the professional development of team personnel.
- Professional presence and ability to act as the primary contact on assigned engagements.
Nice To Haves
- Bachelor’s degree major in Accounting, Finance, Economics, or Statistics.
- Master’s degree in Accountancy or Taxation.
- Specialized partnership experience.
- Private equity experience at both fund and portfolio company levels.
- CPA certification, Attorney admitted to practice in a U.S. jurisdiction, IRS Enrolled Agent designation, or equivalent.
- Other professional degrees or certifications applicable to the role.
- Proficiency with the Microsoft Office Suite.
- Experience with tax research databases and tax compliance process software.
Responsibilities
- Develop an in-depth understanding of technical and practical partnership taxation issues and opportunities.
- Assist with external CPE training sessions in the area of specialization, when required.
- Train and mentor interns and associates, including training them on current software tools as needed.
- Help identify when research is needed, frame research issues with leadership, and report analysis clearly and concisely.
- Assist in identifying complex engagement issues requiring research and provide an efficient research methodology.
- Train interns and associates on research skills and framing tax issues for analysis, as needed.
- Involve firm specialists as appropriate.
- Assist in developing, recommending, and implementing efficient methods to maximize client benefits, especially by reducing current and future taxes.
- Collaborate with leadership to recommend solutions using tax and business or industry knowledge.
- Help maximize client benefits while managing risk.
- Assist in implementing applicable Firm strategies and managing client expectations.
- Participate in scheduling and managing interns’ and associates’ workloads.
- May supervise interns’ day-to-day project workloads and review work prepared by interns and associates, providing review comments.
- Maintain client relationships and act as a primary contact on assigned engagements.
- Contribute to process improvement, team-building, business development, and staff professional development.
Benefits
- Employee Stock Ownership Plan (ESOP), providing participants a beneficial ownership stake in the firm.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
