Tax Senior Manager, Private Client Services

3 weeks ago

Nashville, United States BDO Full time

Job Summary:

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.

Job Duties:

* Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns
* Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
* Contributes to client satisfaction by providing timely services and work product
* Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
* Tax Compliance
* Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and
* self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
* Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
* Plans and reviews the tax process and the procedures to be performed to include:
* Budgeting and staffing
* Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
* Timely billing including management of identified out-of-scope activity and communication to client
* Timely collection of A/R
* Manages client relationships/expectations in accordance with the project
* Provides advice to clients in a timely manner;


* Research
* Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
* Applies most Firm and professional standards for preparation of WTA and tax returns
* Involves firm specialists, as appropriate


* Strategy Development
* Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
* Reviews studies of tax implications and offers clients alternative courses of action
* Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods


* Other duties as required

Supervisory Responsibilities:

* Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
* 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 associate

Qualifications, Knowledge, Skills and Abilities:

Education:

* Bachelors degree in Accounting or other relevant field required
* Masters degree in Accounting or Taxation preferred

Experience:

* 8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients

License/Certifications:

* CPA certification required
* Certified financial planning license or Professional financial planning license preferred

Software:

* Proficient in Microsoft Office Suite

Language:

* N/A

Other Knowledge, Skills & Abilities:

* Detailed oriented
* Excellent written and verbal communication skills
* Ability to work independently and in a team environment
* Ability to effectively delegate work as needed
* Strong analytical, research and critical thinking skills as well as decision-making skills
* Capable of developing and managing a team of tax professionals
* 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 resolutions to clients

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