Tax Senior Manager, Core Tax Services

BDO • Madison, WI

112d • $146,000 - $225,000

About The Position

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. This role involves performing 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 entities. The Senior Tax Manager manages client engagements, supervises and reviews the work of team staff members, and works closely with clients as well as internal managers and partners. The position contributes to 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.

Requirements

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master's degree in Accounting or Taxation preferred.
• Eight or more years of relevant tax experience and/or public accounting experience required.
• Prior supervisory experience required.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent required.
• Proficient in Microsoft Office Suite preferred.
• Excellent written and verbal communication skills.
• Strong analytical, research, and critical thinking skills.

Nice To Haves

• Possession of other professional degrees or certifications applicable to the role.

Responsibilities

• Performs tax planning, preparation, and research for pass through entities and individual returns.
• Manages client engagements and supervises team staff members.
• Contributes to client satisfaction by providing timely services and work products.
• Ensures clients comply with all applicable authorities while minimizing tax burdens.
• Conducts top-level review of tax returns and resolves tax issues with clients.
• Plans and reviews the tax process and procedures, including budgeting and staffing.
• Manages client relationships and expectations.
• Provides timely advice to clients and performs necessary research.
• Introduces and develops new ideas to improve client positions and firm processes.
• Supervises associates and senior associates, providing training and performance feedback.

Benefits

• Individual salaries are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree