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, 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 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.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.
• Sets and manages workload of associates and senior associates.
• Builds new relationships and maintains existing relationships with BDO professionals and external sources.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or Statistics, preferred.
• Masters in Accountancy or Taxation, preferred.
• Seven (7) 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 proficiency in Microsoft Office Suite (Word, Excel, 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

• Strong analytical, research, and critical thinking skills.
• Decision-making skills.
• Effective verbal and written communication.
• Leadership skills.
• Technical skills in tax compliance and research.
• Business development skills.
• People development skills.

Qualifications

• Initiative to own career development.
• Self-awareness and proactive pursuit of learning experiences.
• Ability to manage client engagements and supervise team members.
• Strong interpersonal and communication skills.
• Ability to prioritize and manage workload.
• Ability to build and maintain relationships with clients and colleagues.

Benefits

The annual allocation to the ESOP is fully funded by BDO through investments in company stock, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.

Pay

California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Illinois Range: $140,000 - $190,000
Maryland Range: $150,000 - $180,000
Massachusetts Range: $150,000 - $206,000
Minnesota Range: $130,000 - $190,000
New Jersey Range: $155,000 - $200,000
Ohio Range: $125,000 - $200,000
NYC/Long Island/Westchester Range: $180,000 - $225,000
Virginia Range: $150,000 - $195,000
Washington Range: $150,000 - $200,000
Washington DC Range: $162,000 - $190,000

Schedule

Full-time position.

Company Information

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. 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. We empower team members to explore their full potential, celebrating ingenuity and innovation to transform our business and help our clients transform theirs. Focused on resilience and sustainability, we positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

About BDO

BDO is 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). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings.

Equal Opportunity Employer

BDO is an equal opportunity employer, including disability/vets. Click here to find out more!