Tax Manager, Private Client Services
About the role
The Private Client Services Practice at BDO is a boutique practice dedicated to serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. We offer a high-touch approach to providing tax and consulting services.
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.
- Schedules and manages workload of associates and senior associates.
- 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.
- Schedules and manages workload of associates and senior associates.
- Provides verbal and written performance feedback to associates and senior associates.
Qualifications, Knowledge, Skills and Abilities
- 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.
Education
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.
Pay
No information provided for pay details.
Schedule
No information provided for schedule details.
Benefits
Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets.
Click here to find out more ! Benefits may be subject to eligibility requirements.
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"