Tax 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 complicated tax and financial structures. The Private Client Services Practice specializes in 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 to identify and address 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.
• Prioritizes and completes tasks both individually and with 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.
• 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.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

Requirements

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accountancy or Taxation, preferred.
• Five (5) or more years prior experience in accounting, finance, or law, required.
• Experience working in public accounting, or the private client service area, preferred.
• 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, required.
• Possession of other professional degrees or certifications applicable to role, preferred.
• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required.
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred.
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred.

Qualifications

• 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.
• 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.
• Business Development: Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO.
• 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.

Skills

• Technical skills: Proficient in tax compliance process software, tax research tools, and Microsoft Office Suite.
• Soft skills: Strong communication, time management, leadership, and people skills.

Benefits

Annual salary ranges vary by location, ranging from $110,000 - $150,000. BDO is committed to providing a competitive compensation package that includes a Qualified Retirement Plan (ESOP) which allows employees to share in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being.

Pay

Annual salary ranges vary by location, ranging from $110,000 - $150,000.

Schedule

Full-time position.