Tax Manager, Private Client Services

Job Summary

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Job Duties

• Manages tax and consulting engagements and enhance skills allowing you 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
• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
• 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

Education

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master’s degree in Accountancy or Taxation, preferred
• Experience: 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
• Licenses/Certifications: 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
• Software Proficiency: 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

Knowledge, Skills and Abilities

• 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

About Us

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity. We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together. Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more ! Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more ! 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"