Tax Senior Manager, Private Client Services

BDO USA, LLP; St. Louis (MO); On-site; USD 120,000 - 190,000; Full time

Job summary

BDO USA, LLP is seeking a Tax Senior Manager in Private Client Services to provide tax compliance and consulting for high net worth clients. The role requires deep knowledge of personal income, estate and gift tax, and wealth retention strategies, as well as taxation of owner-operated entities.

You will review complex returns, research tax issues, engage with clients and advisors, supervise staff, and contribute to business development while meeting deadlines and maintaining strong client

Qualifications

• Bachelor's degree in Accounting required.
• Master's in Accounting or Taxation preferred.
• Additon Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred
• Seven (7) or more years of public accounting and private client services experience, required
• Public accounting experience in private client area preferred
• CPA or Licensed Attorney, required
• CFP or Masters in Tax, preferred
• Gosystems and BNA Tax Planner, preferred
• Microsoft Office Suite, preferred
• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skills
• Solid organizational skills, deadline-driven
• Ability to multi-task independently or in group
• Interact effectively at all levels of firm
• Basic accounting/tax knowledge
• General understanding of financial planning concepts
• Delegate and develop client relationships
• Executive presence and client-facing capabilities

Responsibilities

• Reviews individual and complex tax returns.
• Performs research and documents findings.
• Interacts with clients and advisors.
• Communicates project status to supervisors and clients.
• Manages billing, recruitment and CPE activities.
• Supervises engagements and reviews team work.
• Keeps current on tax developments and applies concepts.
• Identifies tax planning opportunities.
• Participates in business development and networking.
• Monitors KPI s per business line.
• Leverages firm specialists for cross-service opportunities

Skills

Communication skills

Analytical thinking

Research skills

Multi-tasking

Client relationships

Executive presence

Time management

Education

Bachelor's in Accounting

Master's in Accounting/Taxation

JD/LLM in Taxation

Tools

Gosystems

BNA Tax Planner

Microsoft Office

Job description

Job Summary:

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.

Job Duties:

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities
• Manages and monitors key performance indicators (KPI's) as established by the business line
• Involves firm specialists and other business lines to increase cross service opportunities
• Other duties as required

Supervisory Responsibilities:

• Supervises develops and trains employees
• Supervises associates, senior associates and managers on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains others on how to use all current software tools and PCS methodology
• Schedules and manages workload of associates and senior associates
• Acts as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, required
• Master's degree in Accounting or Taxation, preferred
• Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience:

• Seven (7) or more years of public accounting and private client services experience, required
• Public accounting experience working in the private client area, preferred

License/Certifications:

• CPA or Licensed Attorney, required
• CFP or Masters in Tax, preferred

Software:

• Experience with Gosystems and BNA Tax Planner, preferred
• Experience with the Microsoft Office Suite, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skillsSolid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Basic knowledge of fundamental accounting, finance and tax principles
• General accounting knowledge and basic to intermediate tax knowledge
• General understanding of financial planning concepts
• Ability to effectively delegate work
• 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 resolution to clients

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: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Maryland Range: $152,000 - $188,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $150,000 - $200,000
Washington DC Range: $156,000 - $200,000