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Minimum one year of experience in mortgage sales as loan officer, mortgage banker or wholesale account executive. This hardworking team is one of the biggest forces behind our business's achievements, working diligently to create long-term relationships with broker partners, to help grow their businesses and sell the value of UWM. Our AEs take vast industry knowledge and unparalleled client service to another level - and you can be part of it all.
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Employee will assist with three main functions servicing both Brazil and LATAM sales teams concerning client acquisition, front office support and account services for both Bank and Investment accounts.
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In addition, the Tax Senior Manager, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
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The account manager will serve as the key/primary interface with clients/brokers on all aspects of the account, including insurance products and services, engineering, and claims services.
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As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations.
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The Tax Senior Manager, Partnerships is a critical member of the STS Partnerships leadership team and actively participates in the marketing and business development of the group. In this role, the Tax Senior Manager, Partnerships will apply their knowledge and experience to understand potential partnership taxation issues and assist in the preparation of partnership specific computations.
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Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
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Maximizes client benefits, especially by decreasing client taxes, while managing risk. Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels.
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Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes. Able to effectively develop and maintain client relationships.
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Manages client expectations. 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), preferred.
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Acts as a career advisor to associates, senior associates, and managers. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
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BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferred.
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The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits. Private equity experience, both fund and portfolio company levels, preferred. Focus on resilience and sustainability to positively impact our people, clients, and communities.
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A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP.
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BDO Total Rewards that encompass so much more than traditional “benefits.” We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual.
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client services account manager jobs Title: account manager key Company: Complete Staffing Solutions in Us
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