Tax Experienced Manager, Private Client Services

Job Summary

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

About the Role

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Responsibilities

• Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of a team
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources

Requirements

• Six (6) or more years prior experience in accounting, finance, or law
• Experience working in public accounting, or the private client service area
• Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep)
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)

Qualifications

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master’s degree in Accountancy or Taxation, preferred

Skills

• Initiative
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
• Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Resolves client service issues in a timely and acceptable manner
• Leadership
• Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
• Act as primary client contact for preparation and presentation of issues and resolution to clients
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Business Development
• Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
• Involves firm specialists and other business lines to increase cross service opportunities
• People Development
• Supervises, develops and trains employees
• Acts as a mentor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Benefits

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. Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!