Senior Tax Manager – Private Client Services

BDO USA, LLP; Minneapolis (MN); On-site; USD 130,000 - 190,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients. You will manage engagements, serve as primary client contact, and supervise a team across complex returns for individuals, trusts, estates, foundations, and partnerships.

Ideal candidates hold a CPA/EA/attorney credential, have 7+ years in accounting or related fields, and bring supervisory and business development experience.

Qualifications

• 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 feedback
• 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 understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and reviews work to keep engagements on track
• Utilizes analytical and decision-making skills to assist with client needs
• Assists with PCS/firm contribution responsibilities including billing, recruiting, and training
• Builds relationships with BDO professionals and external sources
• Other duties as assigned

Skills

Communication

Leadership

Initiative

People Development

Business Development

Technical Skills

Education

Bachelor's degree in Accounting/Finance/Economics/Statistics

Masters in Accountancy or Taxation (preferred)

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

Lexis Nexis

Job description

BDO USA, LLP is seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients. You will manage engagements, serve as primary client contact, and supervise a team across complex returns for individuals, trusts, estates, foundations, and partnerships.

Ideal candidates hold a CPA/EA/attorney credential, have 7+ years in accounting or related fields, and bring supervisory and business development experience.