Tax Senior Manager, Private Client Services

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 complicated 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 identifies and addresses client needs, tax planning, and consulting opportunities.
• Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients.
• Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers.
• 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, clients, and advisors.
• Expands their understanding of tax concepts and knowledge through client engagements and current tax developments.
• Prioritizes and reviews work to keep engagements on track.
• Utilizes strong analytical, research, and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions.
• 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.
• Other duties as assigned.

Requirements

• Six (6) or more years prior experience in accounting, finance, or law, required.
• Prior supervisory experience, required.
• Experience in the private client service area, required.
• Possession of 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 working in public accounting, preferred.
• Software 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.

Skills

• Initiative
• Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
• Communication
• Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
• Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work.
• Leadership
• Manages and monitors key performance indicators (KPI’s) as established by the business line.
• Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities.
• Technical Skills
• Serves as internal resource and providing guidance to other practices on technical matters.
• Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries.
• Business Development
• Spending time developing their network of key financial decision makers, referral sources, and recruits.
• Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDOP.
• People Development
• Supervises, develops and trains employees.
• Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate.
• Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers.

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics, preferred.
• Masters in Accountancy or Taxation, preferred.