Tax Manager, Private Client Services

About the role

BDO is a boutique practice within the firm, offering a high touch approach to serve 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.

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: 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.
• 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.

Qualifications

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s degree in Accountancy or Taxation, preferred.