Tax Manager, Private Client Services

BDO USA, LLP; Stamford (CT); On-site; USD 120,000 - 150,000; Full time

Job summary

BDO USA, LLP is recruiting for a Tax Manager, Private Client Services. This role serves high net-worth individuals and families, providing tax compliance and consulting with a focus on estate, gift, and trust matters within a boutique PCS practice.

The position requires leadership, client communication, and technical tax expertise, with opportunities to supervise staff and contribute to firm initiatives.

Qualifications

• Bachelor's degree required; CPA or equivalent preferred.
• Five+ years in accounting, finance, or law with public accounting or private client services experience.
• Experience with tax compliance and consulting for high net-worth clients.

Responsibilities

• Manages tax and consulting engagements and enhances skills to identify client needs and opportunities.
• Works directly with clients and advisors to gather information for tax returns.
• Reviews returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts; provides feedback to staff.
• Directs communication with government agencies on complex matters.
• Identifies technical issues, conducts tax research, and develops recommendations for PCS leadership.
• Develops knowledge through client engagements and current tax developments.
• Prioritizes and completes tasks individually and with a team.
• Supports PCS/firm contributions including billing, recruiting, attendance and CPE.
• Builds relationships with BDO professionals and external sources.

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor's degree

Master's degree

Tools

Microsoft Office

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

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 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

Supervisory Responsibilities:

• Supervises associates and senior associates on all projects
• Reviews work prepared by associates and senior associates and provide 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.

• 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 - $150,000
• Washington Range: $110,000 - $125,000
• Washington DC Range: $120,000 - $140,000