Talent.com
Tax Senior Manager, Core Tax Services
Tax Senior Manager, Core Tax ServicesBDO USA • Chicago, IL, US
[error_messages.no_longer_accepting]
Tax Senior Manager, Core Tax Services

Tax Senior Manager, Core Tax Services

BDO USA • Chicago, IL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[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

    [job_alerts.create_a_job]

    Tax Senior Manager • Chicago, IL, US

    [internal_linking.similar_jobs]
    Tax Technology and Transformation - Indirect Tax - Senior Manager

    Tax Technology and Transformation - Indirect Tax - Senior Manager

    EY • Chicago, IL, United States
    [job_card.full_time]
    Location : New York, Hoboken, Iselin, Washington, Chicago, Minneapolis, Atlanta, Dallas, Houston, San Francisco, Los Angeles. At EY, we're all in to shape your future with confidence.We'll help you s...[show_more]
    [last_updated.last_updated_30] • [promoted]
    US Corporate Tax Manager

    US Corporate Tax Manager

    Quix Recruitment Group Ltd • Chicago, IL, US
    [job_card.full_time]
    This is an exceptional opportunity for an experienced tax professional to step into a management role in Bermuda, one of the world’s foremost international financial centers.As a Corporate Ta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmper • Chicago, IL, United States
    [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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Tax Senior Manager

    Corporate Tax Senior Manager

    Jamie Grayem • Chicago, IL, United States
    [job_card.full_time]
    Chicago, IL, US (Hybrid Remote).We're looking for an experienced and highly motivated.This is an exciting opportunity to lead and mentor a team, engage in sophisticated tax planning, and drive busi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Manager Tax Partner

    Senior Tax Manager Tax Partner

    CPS • Chicago, IL, United States
    [job_card.full_time] +1
    Senior Tax Manager Accounting Professional, are you ready to take your career to another level with an organization that will have your interest in mind first? For the past 20 years, CPS has been w...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Corporate Tax Manager

    Corporate Tax Manager

    VSV WINS INC • Chicago, Illinois, USA
    [job_card.full_time] +1
    Chicago IL (Hybrid minimum 2 days / week onsite).Annual performance-based bonus.Will consider relocation candidates who fully meet all qualifications. Grant Thornton LLP is seeking a highly skille...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Manager –(CPA Required)

    Tax Senior Manager –(CPA Required)

    Solid Rock Recruiting • Chicago, Illinois, USA
    [job_card.full_time]
    We are a growing public accounting firm known for strong client relationships technical expertise and a supportive team culture. Due to continued expansion we are seeking an experienced.Lead and rev...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Plante Moran • Chicago, IL, United States
    [job_card.full_time]
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager (CPA Required)

    Tax Senior Manager (CPA Required)

    Solid Rock Recruiting LLC • Chicago, IL, US
    [job_card.full_time]
    We are a growing public accounting firm known for strong client relationships, technical expertise, and a supportive team culture. Due to continued expansion, we are seeking an experienced.Lead and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Manager

    Senior Tax Manager

    Lighthouse Search Collective • Chicago, IL, US
    [job_card.full_time]
    This Position is located in Denver, Colorado, but is open to fully remote candidates.Senior Tax Manager with Partner / Equity Shareholder Track. In-office is preferred, but we are open to hybrid or fu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Manager | HNW / Trust & Estate

    Senior Tax Manager | HNW / Trust & Estate

    Levelociti • Chicago, IL, US
    [job_card.full_time]
    Senior Tax Manager – High Net Worth & Trust / Estate.CPA required | 8-12 years tax experience.Chicago, IL (Hybrid – Flexible schedule, no set office days). Join a Top 200 Independent F...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Manager

    Senior Tax Manager

    Staff Financial Group • Chicago, IL, United States
    [job_card.full_time]
    Senior Tax Manager - Chicago, IL (Remote).Who : An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills.What : Provi...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Tax Manager - Corporate

    Senior Tax Manager - Corporate

    NorthPoint Search Group Inc • Northbrook, IL, United States
    [job_card.full_time]
    Senior Tax Accounting Manager – North Atlanta (On-site).A global manufacturing company with.ASC 740 reporting and tax provision processes for a growing team of nine. Review deferred taxes, valuation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager of State Tax

    Senior Manager of State Tax

    Boeing • Chicago, IL, United States
    [job_card.full_time]
    Be among the first 25 applicants.This range is provided by Boeing.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. At Boeing, we innovate and col...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Manager

    Senior Tax Manager

    CyberCoders • Chicago, IL, US
    [job_card.full_time]
    Senior Tax Manager (Fully Remote).The Senior Tax Manager will be responsible for overseeing the tax compliance and planning functions of the organization. This role requires a deep understanding of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager Financial ServicesFinancial Institutions

    Tax Senior Manager Financial ServicesFinancial Institutions

    RSM • Chicago, Illinois, USA
    [job_card.full_time]
    We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Tax Manager - Corporate

    Senior Tax Manager - Corporate

    NorthPoint Search Group • Northbrook, IL, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Senior Tax Accounting Manager – North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax...[show_more]
    [last_updated.last_updated_variable_days]
    Tax Technology and Transformation - Indirect Tax - Senior Manager

    Tax Technology and Transformation - Indirect Tax - Senior Manager

    Ernst & Young Oman • Chicago, IL, United States
    [job_card.full_time]
    Location : New York, Hoboken, Iselin, Washington, Chicago, Minneapolis, Atlanta, Dallas, Houston, San Francisco, Los Angeles. At EY, we’re all in to shape your future with confidence.We’ll help you s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]