Tax Senior Manager, Private Client Services

Job Summary

About the role

The Private Client Services Practice at BDO is a boutique practice within our firm. We serve 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 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.
• Sets and manages workload of associates and senior associates.
• Builds new relationships and maintains existing relationships with BDO professionals and external sources.
• Other duties as assigned.

Requirements

• Seven (7) or more years prior experience in accounting, finance, or law.
• Experience in the private client service area.
• Prior supervisory experience.
• Experience working in public accounting.
• 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 in Accounting, Finance, Economics, or Statistics, preferred.
• Masters in Accountancy or Taxation, preferred.

Skills and Abilities

• 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.
• 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: Spends time developing their network of key financial decision makers, referral sources, and recruits; Seizes opportunities for new professional contacts when presented.
• 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.

Benefits

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets.