Tax Senior Manager, Private Client Services
BDO USA
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Benefits offered by this job
Job summary
BDO USA is seeking a Tax Senior Manager in Private Client Services to provide tax compliance and advisory services to high net-worth clients. You will leverage education, experience, and leadership to manage engagements, plan tax strategies, and deliver exceptional client service.
You will supervise associates, review work, and contribute to business development and firm initiatives, while expanding your technical knowledge through current tax developments and client engagements.
Qualifications
- Seven or more years prior experience in accounting, finance, or law.
- Experience in the private client service area.
- Prior supervisory experience.
- Experience working in public accounting preferred.
Responsibilities
- Manages tax and consulting engagements and addresses client needs, tax planning, and opportunities.
- Provides executive presence and acts as primary client contact for preparation and presentation of issues.
- Reviews complex tax returns for individuals, trusts, estates, S‑Corp, foundations, partnerships, gifts.
- Directs communication with government agencies on high-complexity matters.
- Conducts advanced tax research and develops recommendations for PCS leadership and clients.
Skills
Education
Tools
Job description
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.
- 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
- Supervises associates and senior associates on all projects
- Reviews work prepared by associates and senior associates and provides review comments
- Trains associates and seniors on 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
- Bachelor's degree required; major in Accounting, Finance, Economics or Statistics preferred
- Master's in Accountancy or Taxation preferred
- Seven (7) or more years prior experience in accounting, finance, or law required
- Experience in the private client service area required
- Prior supervisory experience required
- Experience working in public accounting 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 (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
- N/A
- 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; synthesizes complex thoughts into clear, concise language and presents a cohesive narrative
- 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 (KPIs) as established by the business line
- Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities
- Technical Skills
- Serves as internal resource and provides guidance to other practices on technical matters
- 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, referral sources, and recruits
- Seizes opportunities for new professional contacts when presented; actively networks professionally outside of BDO
- People Development
- Supervises, develops and trains employees
- Acts as a career advisor; meets regularly with advisees, adding/updating goals as appropriate
- Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
- California: $146,000 - $200,000
- Colorado: $120,000 - $185,000
- Illinois: $140,000 - $190,000
- Maryland: $150,000 - $180,000
- Massachusetts: $150,000 - $206,000
- Minnesota: $130,000 - $190,000
- New Jersey: $155,000 - $200,000
- Ohio: $125,000 - $200,000
- NYC/Long Island/Westchester: $180,000 - $225,000
- Virginia: $150,000 - $195,000
- Washington: $150,000 - $200,000
- Washington DC: $162,000 - $190,000
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
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"
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