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, family offices, C-Suite executives, athletes, and entertainers. The Private Client Services Practice specializes in estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

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.
• Assists with 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 provide 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. Possession of a Certified Public Accountant (CPA) 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. 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.

Skills

Initiative, self-awareness, initiative, self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps, manages client engagements, supervises, and reviews work of team members, communicates effectively verbally and in writing, resolves client service issues in a timely and acceptable manner, acts as primary client contact for return preparation and coordination with client and engagement team on other client tax matters, seizes opportunities for new professional contacts when presented, Actively networks professionally outside of BDO, 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.

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
Virginia Range: $102,000- $114,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000

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Equal Opportunity Employer, including disability/vets
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