Tax Manager, Private Client Services
About the role
BDO USA, P.A. is a boutique practice within BDO, 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. 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.
- 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.
- 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).
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
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
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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