Tax Manager, Private Client Services

Job Summary

About the role

The Private Client Services Practice at BDO is a boutique practice within our firm. We have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complicated 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
• Ownership of career and technical development
• Effective verbal and written communication
• Client service issue resolution
• Leadership
• Business development
• People development

Qualifications

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

Benefits

At BDO, we offer a competitive salary range based on experience and location:

• California: $112,000 - $150,000
• Colorado: $111,500 - $130,000
• Illinois: $105,000 - $130,000
• Maryland: $113,000 - $120,000
• Massachusetts: $120,000 - $127,000
• Minnesota: $90,000 - $120,000
• New Jersey: $115,000 - $140,000
• Ohio: $105,000 - $150,000
• NYC/Long Island/Westchester: $125,000 - $155,000
• Washington: $110,000 - $125,000
• Washington DC: $120,000 - $140,000

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives and understanding the experience of our professionals and clients.

BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

Equal Opportunity Employer, including disability/vets. Click here to find out more!