Senior Tax Manager, Private Client Services

BDO USA, LLP

Denver (CO)

On-site

USD 120,000 - 200,000

Full time

14 days+

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Benefits offered by this job

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Job summary

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services (PCS) to lead complex engagements for high net-worth clients. You will supervise teams, perform advanced tax planning and consulting, and act as primary client contact for issues and resolutions.

Experience with private client services, CPA/EA/attorney credentials, and strong communication are essential. This Denver, CO role emphasizes leadership, business development, and mentoring, with opportunities to shape client

Qualifications

Bachelor’s degree required; major 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
Experience in the private client service area, required
Prior supervisory experience, required
Experience working in public accounting, preferred

Responsibilities

Manages tax and consulting engagements and demonstrates skills identifying and addressing 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
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
Other duties as assigned