Tax Experienced Manager, Private Client Services

About the role

BDO is a boutique practice within our firm, offering a high touch approach to serve high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures.

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
• Aids in 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
• Software proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat
• 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, major in Accounting, Finance, Economics, or Statistics
• Master’s degree in Accountancy or Taxation preferred

Skills

• Initiative
• Ownership of career and technical development
• Effective verbal and written communication
• Client interaction and communication
• Resolution of client service issues
• Leadership
• Teamwork and collaboration
• People development

Benefits

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.

BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

Equal Opportunity Employer, including disability/vets