Tax Manager, Private Client & Family Office Services

Job Summary

The Tax Manager, Private Client & Family Office Services manages the full‑life cycle of all assigned finance and accounting outsource engagements. Responsibilities include proposal development, staff assignment and oversight, final work product review and overall portfolio financial performance. In addition, the PCS‑FOS Manager is responsible for client relationship management, including regularly meeting with the client and assigned staff, reporting financial information and making financial management recommendations, timely billing and resolution of client issues.

In this role, the Tax Manager, Private Client & Family Office Services is charged with applying knowledge to understand potential tax issues, recognizing and communicating potential risks, and addressing potential changes in tax policy. The manager will also be involved in marketing, networking and business development within an area of expertise and specialization, and may be asked to provide written tax advice to clients.

• Manages the full‑life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
  • Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger.
  • Creates accounting records such as bill payments, client invoices, payroll, and other transactions.
  • Identifies and records adjustments.
  • Produces accurate financial statements and provides financial analysis.
• Understands the technology packages clients are using to support their accounting/finance functions.
  • Describes the major functions each system performs and knows how they perform those functions.
  • Explains the purpose and value of system functions that a client may not be using.
  • Identifies when a client is not using a technology package properly or efficiently.
  • Learns new technology quickly, understands the essence of technologies, how they can be used, how they interact with other technologies and business functions, what the best methods/benefits are, and applies these technologies to an engagement.
• Facilitates effective discovery meetings with clients.
  • Uses open‑ended questions to identify what their objectives are, what financial information they value for management/decision making and why, and to create a map of their current internal finance and accounting structure.
• Designs integrated solutions that respond to the specific situation.
  • Knows BDO well enough internally to identify when services outside of PCS‑FOS should be included and describes what these services achieve and how they operate.
  • Outlines the solution in a concise document and vets it internally with leaders and other BDO stakeholders.
• Accurately determines the cost of building a client solution.
  • Calculates the benefit to a client in dollar terms using the pricing process.
  • Compares the differences between perspectives, and if there is sufficient margin, proposes a fixed fee based on current scope for review by leadership.
• Works with Senior Managers to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures, and financial management issues.
  • Educates clients on how their finance and accounting needs will change as their business evolves.
  • Assists clients in identifying areas of opportunity and future business needs.
• Periodically reviews solutions with clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes.
• Learns to manage conflict; proactively engages senior leadership when conflict arises.
• Supports the client through business changes and helps develop and execute the change management plan.
  • Handles full‑life cycle of all assigned engagements by providing technical management for all areas within the accounting function.
• Gathers information necessary from the client to execute on engagements.
  • Maintains a running list of information needed and follows up to gather missing information.
  • Organizes information so it is easily accessible for the team and the client as…