Tax Manager, Private Client Services

BDO USA, LLP; San Francisco (CA); On-site; USD 112,000 - 150,000; Full time

Job summary

BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures.

Responsibilities include managing engagements, coordinating with clients and advisors, reviewing returns, and guiding staff while contributing to business development.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or Statistics required.
• Master's degree in Accountancy or Taxation preferred.
• Five or more years of experience in accounting, finance, or law required.
• Experience in public accounting or private client service preferred.
• Certified Public Accountant, EA, attorney or equivalent credential required.
• Proficiency with Microsoft Office and tax software tools listed above.

Responsibilities

• Manages tax and consulting engagements and identifies client needs and opportunities.
• Works with clients and advisors to gather information to prepare tax returns.
• Reviews returns for diverse entities and provides feedback to staff.
• Directs communication with government agencies on complex matters.
• Develops technical knowledge through client engagements and current developments.
• Mentors and supervises staff; helps with billing and training.

Skills

Microsoft Office Suite

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Tax Planner

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Education

Bachelor's degree

Master's degree in Accountancy or Taxation

Job description

Job Summary

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 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 Duties

• 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

Supervisory Responsibilities

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains Associates and Seniors how to use 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

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

• 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

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
  • 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
  • Ability to 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 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.

Salary Ranges

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

Ohio Range: $105,000 - $150,000

NYC/Long Island/Westchester Range: $125,000 - $155,000

Washington Range: $110,000 - $125,000

Washington DC Range: $120,000 - $140,000