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Financial Manager, Private Client

2 months ago

Pittsburgh, Pennsylvania, United States BDO Full time
Job Summary:

The Tax Manager, Private Client & Family Office Services is responsible for managing the full-life cycle of all assigned finance and accounting outsource engagements. Key responsibilities include proposal development, staff assignment and oversight, final work product review, and overall portfolio financial performance.

Key Responsibilities:
  • Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
  • Understands the technology packages clients are using to support their accounting/finance functions and identifies areas for improvement.
  • Facilitates effective discovery meetings with clients to identify their objectives and financial information needs.
  • Designs integrated solutions that respond to the specific situation and accurately determines the cost of building a client solution.
  • Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures, and financial management issues.
  • Periodically reviews solutions with clients to determine if they are still the right solution for the current state of the business and recommends appropriate changes.
  • Learns to manage conflict and proactively engages senior leadership when conflict arises.
  • Learns to support clients through business changes and helps to develop and execute the change management plan.
  • Gathers information necessary from clients to execute on engagements and maintains a running list of information that is needed.
  • Creates, develops, and maintains strong business relationships with clients, both internal and external.
  • Understands tax planning considerations/concepts for various business entities and comprehends the information presented on different tax return forms.
  • Appropriately refers tax-related matters to Core Tax and Specialty Tax Services.
Business Development:
  • Learns business development strategies and service offerings targeted for various industries.
  • Ensures prospect and sales information is entered into CRM as appropriate.
  • Ability to recommend and design solutions for clients.
  • Learns to evaluate clients for acceptance and develops statements of work based on solutions they have proposed.
  • Develops exposure to industry teams and business development resources.
  • Listens for and identifies new opportunities with existing clients and communicates those potential opportunities to leadership.
  • Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact.
  • Understands and articulates PCS-FOS's value proposition and understands the target market/client profile.
Developing Others:
  • Fosters a culture that embraces change and accountability.
  • Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends, and gaining insights into business performance improvements.
  • Ensures PCS-FOS Senior Associates and Associates are trained on all relevant software, processes, and resources.
  • Acts as a Career Advisor to PCS-FOS Senior Associates and Associates, as appropriate.
  • Evaluates the performance of PCS-FOS Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm's and PCS's and FOS's objectives.
  • Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process.
  • Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions, and how tax planning can differ by industry and business structure.
Project Management:
  • Creates a work plan following best practices of project management.
  • Bills engagements in a timely and effective manner, appropriate to the client's situation and the state of the work.
  • Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details.
  • Oversees client satisfaction with quality of work products, assigned staff, and engagement performance.
  • Ensures clients are billed timely in accordance with the SOW and follows PCS-FOS billing and collections best practices.
Tax Related Duties:
  • Researches and identifies when research is needed, clearly and concisely frames issues to be researched, and clearly and concisely reports the analysis.
  • Applies most Firm and professional standards for preparation 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.
Other Duties:
  • Travels up to 20% of the time.
  • Other duties as required.
Supervisory Responsibilities:
  • Supervises associates and senior associates on all projects.
  • Reviews work prepared by associates and senior associates and provides 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:
  • One of the following is required: Bachelor's degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required.
  • MBA or other relevant advanced degree (Masters in Accountancy), preferred.
  • Two (2) or more years of supervisory experience, preferred.
  • Experience working with outsourced and/or delivery center operations, preferred.
  • Consultative or business advisory experience, preferred.
  • CPA certification, preferred.
  • Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required.
  • Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit's QuickBooks Online (QBO), Microsoft NAV and, preferred.
  • Prior experience utilizing industry recognized accounting research tools, preferred.
  • SEI Archway and Qvinchi, preferred.