Tax Manager, Private Client Services

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 Manager, Private Client Services 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 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

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:

Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred

Master’s degree in Accountancy or Taxation, preferred

Experience:

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

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

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

Experience with tax compliance process software (GoSystems, BNA Tax Planner, Go File Room , Sure Prep), preferred

Experience with tax research tools (BNA Portfolio, CCH Intelli Connect, Checkpoint and Lexis Nexis), preferred

Languages:

N/AOther 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 Manages client engagements, supervises, and reviews work of team…