Tax Manager, Private Client Services

BDO USA, LLP; Russell; On-site; USD 112,000 - 150,000; Full time

Job summary

An established industry player is seeking a Tax Manager for its Private Client Services. This role involves managing tax compliance and consulting for high net-worth individuals, utilizing your expertise in tax planning and client relationship management. You will lead a team, ensuring high-quality service delivery while developing your skills in a supportive environment. The firm values initiative and offers opportunities for professional growth, making it an exciting place to advance your career in the financial sector.

Qualifications

• 5+ years in accounting, finance, or law experience required.
• CPA or equivalent certification is mandatory.

Responsibilities

• Manage tax and consulting engagements for high net-worth clients.
• Supervise associates on all projects and provide feedback.

Skills

Communication Skills

Leadership

Time Management

Technical Skills

Business Development

Education

Bachelor's degree in Accounting, Finance, Economics, or Statistics

Master's degree in Accountancy or Taxation

Tools

Microsoft Office Suite

GoSystems

BNA Tax Planner

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

Job Summary:

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Duties:

• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities


• Works directly with clients and their advisors to gather information needed to prepare tax returns


• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns


• 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


• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments


• Prioritizes and completes tasks both individually and with a team


• Assists with 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

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects


• Reviews work prepared by associates and senior associates and provide review comments


• Trains Associates and Seniors how to use all current software tools


• Acts as a Career Advisor to associates and senior associates


• Schedules and manages workload of associates and senior associates


• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred


• Master's degree in Accountancy or Taxation, preferred

Experience:

• Five (5) or more years prior experience in accounting, finance, or law, required


• Experience working in public accounting, or the private client service area, preferred

License/Certifications:

• 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, 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

Languages:

• N/A

Other Knowledge, Skills & 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
  
  
  • Manages client engagements, supervises, and reviews work of team members
  
  


• Communication
  
  
  
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  
  
  • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
  
  
  • Resolves client service issues in a timely and acceptable manner
  
  


• Leadership
  
  
  
  • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
  
  
  • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
  
  


• Business Development
  
  
  
  • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
  
  
  • Involves firm specialists and other business lines to increase cross service opportunities
  
  


• People Development
  
  
  
  • Supervises, develops, and trains employees
  
  
  • Acts as a mentor to associates and senior associates
  
  
  • Provides verbal and written performance feedback to associates and senior associates
  
  

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.

California Range: $112,000 - $150,000
Colorado Range: $90,000 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $111,000 - $122,000
Minnesota Range: $90,000 - $120,000
NYC/Long Island/Westchester Range: $120,000 - $150,000
Washington Range: $110,000 - $125,000
Washington DC Range: $123,000 - $139,000