bdo internationalNew York, NY
Partnership Manager, Tax
Partnership Manager, Tax
Partnership Manager, Tax
bdo internationalNew York, NY
Apply for this role (opens in a new tab)42 days ago
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 SeniorTimely billing including management of identified out-of-scope activity and communication to client
Timely collection of A/RManages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
ResearchIdentifies 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, 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
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, i.e. 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/AOther 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 Agreements704(b) Capital & Tax Capital account maintenance704(c) allocations Knowledge of optional basis adjustments under sections 734 & 743 Knowledge of section 752 liability allocations Individual 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: $110,000 - $150,000 Colorado Range: $95,000 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $130,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $95,000 - $125,000 Washington DC Range: $120,000 - $140,000At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you. Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact. BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!*Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! Full time
Posting Date: 2026-06-30
Also on the board Same function, level within a rung
Level
Lead
Location
New York, NY
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
42 days ago