BDO · 8 hours ago
Tax Managing Director, Specialized Tax Services Partnerships
330 North Wabash, Chicago, IL, 60611, US
Full-time
Onsite
Senior Level, Lead/Staff
$158K/yr - $420K/yr
10+ years expBDO is a leading accounting and advisory firm, and they are seeking a Tax Managing Director for their Specialized Tax Services Partnerships. The role involves advising clients on partnership taxation issues, managing client relationships, and leading a team of tax professionals to drive process improvements and business development initiatives.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation
May organize and conduct, or participate in conducting effective external CPE training sessions in area of specialization, involving Firm specialists, at a minimum of once per year
Trains and mentors associates, senior associates, and managers
Provides oversight and review of partnership capital account maintenance and relevant computational services
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Identifies complex issues to be researched by engagement team and provides research methodology for efficient research process
Trains associates, senior associates, and managers on research skills and helps to appropriately frame tax issues for analysis
Involves firm specialists, as appropriate
Develops, recommends and implements efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes
Applies a combination of tax knowledge and knowledge of business/industry to recommend solutions
Implements applicable Firm strategies
Manages client relationships and expectations
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
Researches and implements tax strategies, including experimentation with promising new strategies and ideas
Consistently makes suggestions as to how previous work products or approaches can be improved
May lead marketing campaigns, if applicable to role
Presents complex strategies to clients and prospective clients
Supervises associates, senior associates, and managers on all projects
Reviews work prepared by associates, senior associates, and managers and provides review comments
Trains associates, senior associate, and managers on how to use all current software tools
Acts as a career advisor to associates, senior associates, and managers
Schedules and manages workload of associates, senior associates, and managers
Provides verbal and written performance feedback to associates, senior associates, and managers
Qualification
Required
Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
Ten (10) or more years of prior relevant experience and/or public accounting, private industry accounting or consulting/professional services experience, required
Specialized partnership experience, required
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
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Ability to work well in a team environment
Able to develop and manage a team of tax professionals
Able to effectively develop and maintain client relationships
Solid organizational skills, especially ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently and within a group environment
Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel
Executive presence and ability to act as primary contact on assigned engagements
Preferred
Master's in Accountancy or Taxation, preferred
Private equity experience, both fund and portfolio company levels, preferred
Prior experience with Up-C tax receivable agreements, preferred
Possession of other professional degrees or certifications applicable to role, preferred
Experience with tax research tools such as CCH Wolters Kluwer, Thomson Reuters Checkpoint, and BNA, preferred
Experience with systems such as Oracle, Thomson Reuters, ONESOURCE, Longview, Corptax or GoSystems, preferred
Proficient in Microsoft Excel, preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
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