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, 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.
- 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
- 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.
Qualifications
- Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
- Master’s degree in Accountancy or Taxation, preferred.
Skills
- Initiative
- Communication
- Leadership
- Business Development
- People Development
Benefits
Details about benefits are provided in the "About Us" section.
Pay
Salaries range from $112,000 - $150,000 depending on location.
Schedule
Details about schedules are provided in the "About Us" section.
About Us
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. We are dedicated to empowering team members to explore their full potential, celebrating ingenuity and innovation, and focusing on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards encompass more than traditional "benefits." Click here to learn more!
We are an equal opportunity employer, including disability/vets. Click here to find out more!