Private Client Tax Leader — Senior Manager

BDO USA; Port Reading (NJ); In loco; USD 150.000 - 210.000; Tempo pieno

Descrizione del lavoro

BDO USA in New Jersey seeks a Tax Senior Manager for Private Client Services to lead tax compliance and consulting for high net-worth clients and entities. You will review complex returns, supervise staff, and pursue cross-service opportunities.

Required are a Bachelor's in Accounting, CPA or licensed attorney status, and extensive experience in personal income, estate and gift tax, with strong communication and client-relations skills. A Master’s or JD/LLM in Taxation is preferred.

Competenze

• Bachelor's degree in Accounting is required.
• Master's degree in Accounting or Taxation preferred.
• JD/LLM in Taxation preferred.
• CPA or licensed attorney required.
• CFP or Masters in Tax preferred.

Mansioni

• Supervises, develops and trains employees.
• Reviews work and provides feedback.
• Identifies tax planning and consulting opportunities.
• Manages client engagements and KPI tracking.
• Interacts with clients and advisors; supports business development.

Conoscenze

Excellent verbal and written

Detail oriented

Analytical thinking

Research skills

Strong communication

Time management

Client relationship management

Multitasking

Deadline driven

Financial planning concepts

Formazione

Bachelor's degree in Accounting

Master's degree in Accounting or Taxation

JD or LLM in Taxation

CPA license

Licensed Attorney

Strumenti

GOSystems

BNA Tax Planner

Microsoft Office Suite

Descrizione del lavoro

BDO USA in New Jersey seeks a Tax Senior Manager for Private Client Services to lead tax compliance and consulting for high net-worth clients and entities. You will review complex returns, supervise staff, and pursue cross-service opportunities.

Required are a Bachelor's in Accounting, CPA or licensed attorney status, and extensive experience in personal income, estate and gift tax, with strong communication and client-relations skills. A Master’s or JD/LLM in Taxation is preferred.