Tax Senior Manager, Private Client Services

BDO USA; Fort Lauderdale (FL); On-site; USD 140,000 - 210,000; Full time

Job summary

BDO USA is seeking a Tax Senior Manager in Private Client Services to lead tax compliance and consulting for high net-worth clients in a boutique practice within our firm.

You will manage engagements, supervise staff, and work directly with clients and government agencies while expanding the firm’s private client capabilities and networks.

Qualifications

• Bachelor degree required; major in Accounting/Finance or related field.
• Masters in Accountancy or Taxation preferred.
• Seven+ years of accounting/finance or law experience required.
• Experience in private client services and supervisory experience required.
• CPA/EA/Attorney or equivalent credential required.
• Proficiency in Microsoft Office and Adobe Acrobat required.
• Experience with GoSystems, GoFileRoom, SurePrep preferred.
• Experience with tax research tools (BNA Portfolio, LexisNexis, etc.) preferred.

Responsibilities

• Manage tax and consulting engagements and identify client needs and opportunities.
• Serve as primary client contact for issues presentation and resolution.
• Review complex tax returns across individuals, trusts, estates, S-Corp, foundations, partnerships, and gifts.
• Direct communications with government agencies on complex matters.
• Perform advanced tax research and develop recommendations for PCS leadership.
• Expand knowledge through client engagements and current tax developments.
• Prioritize and review work to keep engagements on track.
• Assist with PCS/firm contributions including billing, recruiting, and training.
• Build and maintain relationships with BDO professionals and external sources.
• Perform other duties as assigned.

Skills

Executive presence

Client communication

Tax consulting

Leadership

Time management

Analytical thinking

Education

Bachelor's degree in Accounting/Finance

Master's in Accountancy or Taxation

Tools

Microsoft Office

Adobe Acrobat

GoSystems

BNA Tax Planner

GoFileRoom

SurePrep

BNA Portfolio

CCH IntelliConnect

Checkpoints

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 Senior Manager, Private Client Services (PCS) 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 demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
• Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
• Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
• 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, clients, and advisors
• Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and reviews work to keep engagements on track
• Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions
• 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
• Other duties as assigned

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: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Education: Masters in Accountancy or Taxation, preferred
• Experience: Seven (7) or more years prior experience in accounting, finance, or law, required
• Experience: Experience in the private client service area, required
• Experience: Prior supervisory experience, required
• Experience: Experience working in public accounting, 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
• License/Certifications: 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
• Software: Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
• Software: 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
• Other Knowledge, Skills & Abilities: 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
• Communication: Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
• Leadership: Manages and monitors key performance indicators (KPI's) as established by the business line
• Leadership: Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
• Technical Skills: Serves as internal resource and providing guidance to other practices on technical matters
• Technical Skills: Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries
• Business Development: Spends time developing their network of key financial decision makers