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 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 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 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 building new relationships and maintaining existing relationships with BDO professionals and external sources.
• Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training.

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 and supervisory skills.
• Technical skills in tax compliance and research.
• Business development and networking abilities.
• People development and training skills.

Qualifications

• Initiative and self-awareness.
• Ability to manage client engagements, supervise, and review work of team members.
• Knowledge of industry trends and regulations.
• Ability to prioritize and manage workload.
• Strong interpersonal and communication skills.
• Ability to build and maintain relationships with clients and colleagues.

Benefits

The benefits package includes:

• Qualified Retirement Plan (ESOP)
• Flexible Work Arrangements
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Assistance Program
• Discounted Healthcare Plans
• Retirement Savings Plans
• Flexible Spending Accounts
• Life Insurance and Disability Coverage
• Accommodations for Individuals with Disabilities
• Comprehensive Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans
• Accommodations for Individuals with Disabilities
• Professional Development Opportunities
• Health and Wellness Programs
• Employee Resource Groups
• Wellness and Fitness Programs
• Work-Life Balance Initiatives
• Professional Networking and Development Events
• Community Involvement and Volunteer Opportunities
• Family-Friendly Policies
• Generous Paid Time Off
• Flexible Spending Accounts
• Retirement Savings Plans
• Employee Assistance Program
• Discounted Healthcare Plans