Tax Manager, Private Client Services

Job Summary

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.

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.
• Affords assistance 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 provides review comments.
• Trains Associates and Seniors how to use all current software tools.
• Acts as a Career Advisor to associates and senior associates.
• Schedules and manages workload of associates and senior associates.
• Provides verbal and written performance feedback to associates and senior associates.

Requirements

• Master’s degree in Accountancy or Taxation, preferred.
• 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.
• 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.
• Software Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required.

Qualifications

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Five (5) or more years prior experience in accounting, finance, or law, required.
• 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.
• Provides verbal and written performance feedback to associates and senior associates.

Skills

• Technical skills in tax compliance and consulting.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.
• Leadership and mentoring abilities.
• Proficiency in tax research tools and software.

Benefits

BDO offers a competitive salary range based on experience and location, ranging from $112,000 - $150,000 in California, $111,500 - $130,000 in Colorado, $105,000 - $130,000 in Illinois, $113,000 - $120,000 in Maryland, $120,000 - $127,000 in Massachusetts, $90,000 - $120,000 in Minnesota, $115,000 - $140,000 in New Jersey, $105,000 - $150,000 in Ohio, $125,000 - $150,000 in NYC/Long Island/Westchester, $110,000 - $125,000 in Washington, and $120,000 - $140,000 in Washington DC. Benefits may be subject to eligibility requirements.

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 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000

Schedule

N/A

Company Information

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients. Empowering team members to explore their full potential, our talented team brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities. Celebrating ingenuity and innovation to transform our business and help our clients transform theirs, BDO focuses on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

Equal Opportunity Employer, including disability/vets
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"