Tax Senior Manager

BDO USA; Melville (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

BDO USA is seeking a Senior Manager for Private Client Services to provide tax and consulting services to high net worth clients in a fast-paced practice.

You will lead engagements, supervise staff, and collaborate with partners to deliver timely, accurate tax work and excellent client service.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Master's degree in Accounting or Taxation preferred.
• CPA certification required.
• 8+ years of public accounting experience in private client tax.

Responsibilities

• Provide tax planning, preparation and research for high net worth individuals and related entities.
• Manage client engagements and supervise staff; collaborate with clients and management.
• Ensure timely services and quality work to maintain client satisfaction.
• Review tax returns and resolve issues with clients; involve specialists when needed.
• Budget, staffing, and time management of engagements; monitor billing and A/R.
• Develop and mentor tax professionals; develop client relationships.

Skills

Tax planning

Client engagements

Team supervision

Tax compliance

Research

Communication

Budgeting & staffing

Microsoft Office

Education

Bachelor's in Accounting

Master's in Accounting or Taxation

Tools

Microsoft Office

Job description

Job Summary

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.

Job Duties

• Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities, including preparation and review of gift tax and estate tax returns.
• Manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners.
• Contributes to client satisfaction by providing timely services and work product.
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
• Tax Compliance
  • Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
  • Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
  • Conducts top level review of tax returns and resolves all tax issues with the client; involves specialists where appropriate.
  • Plans and reviews the tax process and the procedures to be performed, including budgeting and staffing, monitoring engagement process and time vs. budget, timely billing, managing out-of-scope activity, timely collection of A/R, managing client relationships and expectations, and providing timely advice to clients.
• Research
  • Identifies when research is needed and performs such research; frames issues and reports findings clearly and concisely.
  • Applies firm and professional standards for preparation of WTA and tax returns.
  • Involves firm specialists as appropriate.
• Strategy Development
  • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel (e.g., by reducing taxes or expenses or providing non-tax benefits).
  • Reviews studies of tax implications and offers clients alternative courses of action.
  • Identifies and leverages lessons learned on prior projects and offers input on how to improve processes and methods.
• Other duties as required.

Supervisory Responsibilities

• Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs.
• 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.

Education

• Bachelor's degree in Accounting or other relevant field required.
• Master's degree in Accounting or Taxation preferred.

Experience

• 8 or more years of public accounting experience preferred, i.e., working in the private client area and on individual, estate, trust, partnership, S‑corporation, and private foundation tax/consulting clients.

License/Certifications

• CPA certification required.
• Certified financial planning license or Professional financial planning license preferred.

Software

• Proficient in Microsoft Office Suite.

Language

• N/A

Other Knowledge, Skills & Abilities

• Detail oriented.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team environment.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills as well as decision‑making skills.
• Capable of developing and managing a team of tax professionals.
• Capable of effectively developing and maintaining client relationships.
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.