Tax Manager, Private Client Services — Elite Wealth Planning

BDO USA; Daphne (AL); On-site; USD 90,000 - 150,000; Full time

Job summary

BDO USA is seeking a Tax Manager, Private Client Services to leverage extensive tax expertise in serving high net-worth clients and families. You will lead engagements, review diverse tax returns, and interact with client advisors and government agencies to deliver sophisticated tax planning and compliance.

Ideal candidates have 5+ years in accounting/finance, CPA/EA or equivalent, and strong technical and communication skills.

Qualifications

• 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, 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
• Proficient in the use of 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 and Lexis Nexis), preferred

Responsibilities

• 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

Skills

Initiative

Communication

Leadership

Business Development

People Development

Education

Bachelor’s degree in Accounting, Finance, Economics, or Statistics

Master’s degree in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoint

LexisNexis

Job description

BDO USA is seeking a Tax Manager, Private Client Services to leverage extensive tax expertise in serving high net-worth clients and families. You will lead engagements, review diverse tax returns, and interact with client advisors and government agencies to deliver sophisticated tax planning and compliance.

Ideal candidates have 5+ years in accounting/finance, CPA/EA or equivalent, and strong technical and communication skills.