Tax Manager, Private Client Services
About the role
BDO USA, P.A. is seeking a Tax Manager, Private Client Services to join our boutique practice. This position offers a high touch approach to serving 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 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
- 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
- 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
- Communication
- Leadership
- Business Development
- People Development
Qualifications
- Education
Benefits
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
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, we focus 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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