Tax Manager, Private Client Services
BDO USA
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Benefits offered by this job
Job summary
Qualifications
- Five or more years of experience in accounting, finance, or law.
- Experience in public accounting or private client services is preferred.
- Certified Public Accountant credential or equivalent required.
Responsibilities
- Manage tax and consulting engagements.
- Review tax returns and provide feedback.
- Direct communication with government agencies.
Skills
Education
Tools
Job description
3 days ago Be among the first 25 applicants
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, and 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 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.
- Manages tax and consulting engagements and enhances 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.
- Supervises associates and senior associates on all projects.
- Reviews work prepared by associates and senior associates and provides review comments.
- Trains associates and seniors on all current software tools.
- Acts as a career advisor to associates and senior associates.
- Schedules and manages workload of associates and senior associates.
- Provides verbal and written performance feedback to associates and senior associates.
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
- 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, IRS 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.
- Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis), preferred.
N/A
- 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 clear, concise language, and presents a cohesive narrative.
- 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.
- Act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters.
- 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 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: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
NYC/Long Island/Westchester Range: $125,000 - $160,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits.* Offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight‑driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
- Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Mid‑Senior level
Full‑time
Finance and Accounting / Auditing
Accounting
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