Tax Senior Manager, Private Client Services

Job Summary

About the role

BDO is a boutique practice within our firm offering a high touch approach to serving 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 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 other professional degrees or certifications applicable to role, 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

Qualifications

• 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; Actively networks professionally outside of BDO
• 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

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
• 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; Actively networks professionally outside of BDO
• 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

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!

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

Flexible schedule to accommodate client needs

Contact Information

To apply, please visit our careers page at [insert link]. For more information about BDO, visit our website at [insert link].