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, 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.
- 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.
- 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.
- 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.
- Software proficiency in Microsoft Office Suite (Word, Excel, 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, major in Accounting, Finance, Economics, or Statistics.
- 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
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 - $155,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
Schedule
Details about the schedule 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 offer a flexible and opportunity-rich environment where your work is impactful, and you are valued for your individuality. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax, and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).