Search jobs > Nashville, TN > Tax senior manager

Tax Senior Manager, Core Tax Services - Pass Through Entities

BDO
Nashville, TN, United States
$146K-$200K a year
Full-time

Job Summary :

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, .

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 . 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

Washington Range : $150,000 - $190,000

30+ days ago
Related jobs
Promoted
Deloitte
Nashville, Tennessee

Do you enjoy building new client relationships to grow an already existing and successful federal tax practice? Are you ready to make a greater impact on organizations by having the right people on your team to combine tax consulting solutions and innovative technology that align the tax function wi...

PwC US Tax LLP
Nashville, Tennessee

SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. A ...

Promoted
Deloitte
Nashville, Tennessee

Are you a strategic and creative tax professional who would like to work on international tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how comple...

Promoted
CyberCoders
Nashville, Tennessee
Remote

Due to continued growth, we are seeking an experienced Tax Manager to support the growing tax practice. The ideal candidate will have 5 or more years of public accounting experience at the Supervisor / Manager level and overall experience as a Tax Generalist with S-Corps, C-Corps, Partnerships, Indi...

Promoted
Deloitte
Nashville, Tennessee

Managers in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Hedge funds-Are you passionate about...

Promoted
Jobot
Nashville, Tennessee
Remote

Work closely with Tax Analysts, Tax Project Managers and Partners to deliver excellent client care. Tax Senior (Public Accounting) Hybrid/Remote- Competitive Salary, Bonus, Benefits, Work/Life Balance!!!. If you are an experienced Tax Senior with Public Accounting Experience, then Please Apply!. Pre...

BDO
Nashville, Tennessee

A Private Client Services (PCS) Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high ...

PwC US Tax LLP
Nashville, Tennessee

SummaryA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. De...

Deloitte
Nashville, Tennessee

The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, ...

PwC US Tax LLP
Nashville, Tennessee

Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & fre...