Tax Manager, Private Client Services
Job Summary
About the role
The Private Client Services Practice at BDO is a boutique practice within our firm. We have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complicated tax and financial structures.
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
- 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
- Five (5) 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)
Skills
- Initiative
- Ownership of career development
- Effective verbal and written communication
- Client service issue resolution
- Leadership
- Business development
- People development
Qualifications
- Bachelor’s degree, major in Accounting, Finance, Economics, or Statistics, preferred
- Master’s degree in Accountancy or Taxation, preferred
Benefits
At BDO, we offer a competitive salary range based on qualifications, experience, and location. Please refer to the provided ranges for each state.
Pay
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $155,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
Schedule
BDO offers flexible schedules to accommodate the needs of our professionals.
About Us
Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. 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. 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. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
Equal Opportunity Employer
BDO USA, P.A. is an EO employer M/F/Veteran/Disability