Senior Tax Manager, Private Client Services

BDO USA; Memphis (TN); On-site; USD 110,000 - 140,000; Full time

Job summary

BDO USA's Private Client Services practice in Memphis seeks a Tax Manager to serve high net-worth individuals and families with complex tax and financial structures. You will leverage your education and experience to deliver compliant tax planning and consulting, while leading client engagements and coordinating with staff.

Role requires CPA/EA or attorney credentials, 5+ years in accounting or related fields, and strong communication, leadership, and business development skills.

Qualifications

• Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master’s degree in Accountancy or Taxation, preferred
• 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
• 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
• Proficient in the use of Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat, required

Responsibilities

• 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

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor’s degree

Master’s degree

Tools

MS Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Tax Planner

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA's Private Client Services practice in Memphis seeks a Tax Manager to serve high net-worth individuals and families with complex tax and financial structures. You will leverage your education and experience to deliver compliant tax planning and consulting, while leading client engagements and coordinating with staff.

Role requires CPA/EA or attorney credentials, 5+ years in accounting or related fields, and strong communication, leadership, and business development skills.