Tax Manager, Private Client Services

Job Summary:Private Client Services at BDO is a boutique practice within our firm.

If your skills, experience, and qualifications match those in this job overview, do not delay your application.

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.Job Duties:A Private Client Services (PCS) Manager 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 enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsReviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and internsDirects communication with government agencies for matters of the highest complexityIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipDevelops and expands your understanding of tax concepts and knowledge through client engagements and current tax developmentsPrioritizes and completes tasks both individually and with a teamAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and trainingBuilds new relationships and maintains existing relationships with BDO professionals and external sourcesSupervisory Responsibilities:Supervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provide review commentsTrains Associates and Seniors how to use all current software toolsActs as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferredMaster’s degree in Accountancy or Taxation, preferredExperience:Five (5) or more years prior experience in accounting, finance, or law, requiredExperience working in public accounting, or the private client service area, preferredLicense/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, requiredPossession of other professional degrees or certifications applicable to role, preferredSoftware:Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, requiredExperience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferredExperience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferredLanguages:N/AOther Knowledge, Skills & Abilities:InitiativeOwns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gapsManages client engagements, supervises, and reviews work of team membersCommunicationExpresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrativeMaintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Resolves client service issues in a timely and acceptable mannerLeadershipSupports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality workAbility to act as primary client contact for return preparation and coordination with client and engagement team on other client tax mattersBusiness DevelopmentSeizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDOInvolves firm specialists and other business lines to increase cross service opportunitiesPeople DevelopmentSupervises, develops, and trains employeesActs as a mentor to associates and senior associatesProvides verbal and written performance feedback to associates and senior associates​​​​​​​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: $102,300
- $150,000  New York City/ Valhalla Range: $110,000
- $150,000 Washington Range: $86,000
- $115,000  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.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).

A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.

The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits
* offerings.

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.

With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out moreFull timePosting Date: 2024-02-21