Tax Experienced Manager, Private Client Services

BDO USA, LLP; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

BDO USA, LLP's Private Client Services is a boutique practice within our firm, serving high net-worth individuals and families with estate, trust, and gift tax planning and compliance.

A Tax Experienced Manager in Private Client Services utilizes education and experience to provide tax compliance, consulting, and leadership, collaborating with clients, advisors, and staff to deliver high‑touch service and develop relationships.

Qualifications

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred.
• Master's degree in Accountancy or Taxation preferred.
• Six (6) or more years in accounting, finance, or law required.
• Public accounting or private client services experience preferred.
• CPA credential, EA credential, Attorney license or equivalent required.

Responsibilities

• Manages tax and consulting engagements and enhances skills identifying and addressing 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 feedback to staff
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations
• Develops and expands their understanding of tax concepts through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of 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

Client engagements

Leadership

Tax research

Communication

Time management

Billing

Education

Bachelor's degree (Accounting/Finance)

Master's degree preferred

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoints

Lexis Nexis

Job description

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C‑Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash‑flow, retirement, and life insurance planning.

A Tax Experienced Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net‑worth clients.

Job Description:

• Manages tax and consulting engagements and enhances skills identifying and addressing 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 their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and as part of 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

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects
• Schedules and manages workload of associates and senior associates
• Reviews work prepared by associates and senior associates and provide review comments
• Trains Associates and Seniors how to use all current software tools
• May act as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
• Master's degree in Accountancy or Taxation, preferred

Experience:

• Six (6) or more years prior experience in accounting, finance, or law, required
• Experience working in public accounting, or the private client service area, preferred

License/Certifications:

• 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
• Possession of other professional degrees or certifications applicable to role, preferred

Software:

• Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:

• N/A

Other Knowledge, Skills & Abilities:

• Initiative
  • Owns their own career and technical development; demonstrates self‑awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
  • Manages client engagements, supervises, and reviews work of team members
• Communication
  • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
  • Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
  • Resolves client service issues in a timely and acceptable manner
• Leadership
  • Supports a collaborative and team‑oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
  • Manages and monitors key performance indicators (KPI's) as established by the business line
• Business Development
  • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
  • Involves firm specialists and other business lines to increase cross service opportunities
• People Development
  • Supervises, develops and trains employees
  • Acts as a mentor to associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associates

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
Ohio Range: $110,000 - $170,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000