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 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

• Seven (7) or more years prior experience in accounting, finance, or law
• Prior supervisory experience
• Experience in the private client service area
• Possession of a Certified Public Accountant (CPA) credential, Internal Revenue Service Enrolled Agent (EIA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations
• Experience working in public accounting
• Software proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), and tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis)

Skills

• Strong analytical, research, and critical thinking skills
• Effective verbal and written communication skills
• Leadership and supervisory skills
• Ability to prioritize and manage workload
• Decision-making skills

Qualifications

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

Benefits

BDO offers competitive salaries and benefits, including a Qualified Retirement Plan (ESOP) that allows employees to share in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. Specific salary ranges vary by location.

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

Contact

To apply, please visit our careers page or email [email protected]