Tax Senior Manager, Core Tax Services

BDO USA•Seattle, WA

19h

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 various entity types and their owners, managing client engagements, supervising team staff, and contributing to client satisfaction through timely and high-quality work. The position requires significant knowledge of personal income, estate, gift tax, wealth retention strategies, and entity taxation, as well as the ability to manage the tax process, including budgeting, staffing, and client billing. The Senior Tax Manager will also be responsible for developing and managing a team of tax professionals and acting as a primary client contact.

Requirements

Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred
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, required
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
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

Nice To Haves

Master’s degree in Accounting or Taxation, preferred
Possession of other professional degrees or certifications applicable to role, preferred
Proficient in Microsoft Office Suite, preferred

Responsibilities

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 entities
Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
Ensures 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”)
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
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
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
Introduces 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 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
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 provide 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 associate