Talent.com
Tax Senior Manager, Core Tax Services

Tax Senior Manager, Core Tax Services

BDO USAMinneapolis, MN, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Senior Tax Manager

The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.

Job Duties :

  • 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
  • Tax Compliance

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")

  • Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
  • 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;
  • Research
  • 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
  • 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 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
  • Qualifications, Knowledge, Skills and Abilities :

    Education :

  • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
  • Master's degree in Accounting or Taxation, preferred
  • Experience :

  • 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
  • License / Certifications :

  • 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
  • Possession of other professional degrees or certifications applicable to role, preferred
  • Software :

  • Proficient in Microsoft Office Suite, preferred
  • 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
  • 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 : $146,000 - $200,000 Colorado Range : $120,000 - $185,000 Illinois Range : $140,000 - $190,000 Maryland Range : $150,000 - $180,000 Massachusetts Range : $150,000 - $206,000 Minnesota Range : $130,000 - $190,000 New Jersey Range : $155,000 - $200,000 NYC / Long Island / Westchester Range : $190,000 - $225,000 Washington Range : $150,000 - $200,000 Washington DC Range : $162,000 - $190,000

    serp_jobs.job_alerts.create_a_job

    Tax Senior Manager • Minneapolis, MN, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager, State and Local Tax - Credits & Incentives

    Tax Senior Manager, State and Local Tax - Credits & Incentives

    BDO USAMinneapolis, MN, US
    serp_jobs.job_card.full_time
    Credits & Incentives Salt Senior Manager.The Credits & Incentives SALT Senior Manager is responsible for advising clients of the credit & incentive opportunities relating to their business objectiv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Accounting Manager

    Senior Tax Accounting Manager

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Tax Accounting.Key Responsibilities Prepare and review federal, state, and local income tax returns and supporting workpapers Ensure timely and accurat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Senior Tax Manager - Transfer Pricing

    Senior Tax Manager - Transfer Pricing

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager - National Tax Office (J.D. Required)

    Manager - National Tax Office (J.D. Required)

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Tax Manager

    Associate Tax Manager

    Mahoney | CPAs and AdvisorsSaint Paul, MN, US
    serp_jobs.job_card.full_time
    At Mahoney, we have a passion for precision.We complete the necessary tasks and orchestrate financial peace of mind for our clients. Our Tax Solutions Team provides tax compliance and planning servi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior Manager

    Tax Senior Manager

    Eide BaillyMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    A typical day as a Tax Senior Manager in Ohio might include the following : .Prepares, Reviews, and Signs individual, business, and other types of tax returns for clients in various types of entities...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Senior Manager, Tax

    Senior Manager, Tax

    RelativityMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Senior Tax Manager

    Senior Tax Manager

    Brenda K. Lowe CPA LLCWhite Bear Lake, Minnesota, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Senior Tax Manager – Future Partner Opportunity.White Bear Lake, MN | Boutique Tax Firm | Flexible Schedule | Partnership Potential. We're a boutique tax firm in White Bear Lake, MN, known for our c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Tax Senior Associate

    Corporate Tax Senior Associate

    Grant Thornton LLPMinneapolis, MN, US
    serp_jobs.job_card.full_time
    This is the job title and description.No extra metadata, links, buttons, or any other unnecessary information has been included. The content is focused and clean, ensuring a high signal to noise rat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager

    Senior Tax Manager

    VirtualVocationsSaint Paul, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Tax Manager to oversee tax management and compliance.Key Responsibilities Manage third-party providers for Sales and Use Tax, Property Tax, and Direct Taxes Ove...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Oregon Licensed Tax Senior Manager

    Oregon Licensed Tax Senior Manager

    VirtualVocationsMinneapolis, Minnesota, United States
    serp_jobs.job_card.full_time
    A company is looking for a Tax Senior Manager to join their business tax team.Key Responsibilities Manage client relationships and oversee project teams in tax compliance and consulting Review c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager - National Office (JD Required)

    Senior Tax Manager - National Office (JD Required)

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    EisnerAmper is seeking a Senior Manager to join our National Tax Office.We are seeking someone who thrives in a growing environment, while providing clients with exceptional services.This individua...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    Eide BaillyMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    A typical day as a Tax Manager in Minneapolis, MN might include the following : .Prepares, Reviews, and Sign individual, business, and other types of tax returns for clients in various types of entit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Manager - National Tax Office

    Manager - National Tax Office

    EisnerAmperMinneapolis, MN, United States
    serp_jobs.job_card.full_time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Job Senior Manager / Director, Tax - High Net Worth

    Job Senior Manager / Director, Tax - High Net Worth

    WipfliMinneapolis, MN, US
    serp_jobs.job_card.full_time
    At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.People...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Manager- Individual Tax Review & Compliance

    Senior Tax Manager- Individual Tax Review & Compliance

    BGM GroupMinneapolis, MN, US
    serp_jobs.job_card.full_time
    BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs.We don't just solve probl...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30