Senior Private Client Tax Leader

BDO USA; Grand Rapids (MI); On-site; USD 146,000 - 200,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan

Comprehensive health benefits

Opportunities for advancement

Job summary

A leading financial services firm in Grand Rapids, MI, is seeking a Tax Senior Manager for its Private Client Services. This position involves managing tax consulting engagements and supervising a team while providing high-level compliance and advisory services to high-net-worth clients. The ideal candidate should have over seven years of experience, a strong educational background in accounting or finance, and appropriate certifications. This role offers opportunities for professional growth and a commitment to quality service.

Qualifications

• Seven (7) or more years of experience in accounting, finance, or law.
• Experience in private client services is required.
• Prior supervisory experience is necessary.

Responsibilities

• Manage tax consulting engagements for high-net-worth clients.
• Review complex tax returns and provide feedback.
• Supervise associates and review their work.

Skills

Communication skills

Leadership

Analytical skills

Technical knowledge

Time management

Education

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

Master's in Accountancy or Taxation

Tools

Microsoft Office Suite

Tax compliance software

Tax research tools

Job description

A leading financial services firm in Grand Rapids, MI, is seeking a Tax Senior Manager for its Private Client Services. This position involves managing tax consulting engagements and supervising a team while providing high-level compliance and advisory services to high-net-worth clients. The ideal candidate should have over seven years of experience, a strong educational background in accounting or finance, and appropriate certifications. This role offers opportunities for professional growth and a commitment to quality service.