Tax Senior Manager, Private Client Services

5 days ago

Potomac, Maryland, United States BDO Full time
Job Summary:

BDO's Private Client Services practice is a boutique practice within our firm, offering a high-touch approach to serving high net worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and other individuals with complex tax and financial structures. Our team has extensive experience 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.

Key Responsibilities:
  • Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities.
  • Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients.
  • Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to preparers.
  • Direct communication with government agencies for matters of the highest complexity.
  • Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors.
  • Prioritize and review work to keep engagements on track.
  • Utilize strong analytical, research, and critical thinking skills, as well as decision-making skills, to assist with client needs regarding individual and business decisions.
  • Assist with PCS/firm contribution responsibilities, including billing, recruiting, attendance, and participation in CPE activities and training.
  • Build new relationships and maintain existing relationships with BDO professionals and external sources.
Supervisory Responsibilities:
  • Supervise associates and senior associates on all projects.
  • Review work prepared by associates and senior associates and provide review comments.
  • Train associates and seniors on the use of current software tools.
  • Act as a career advisor to associates and senior associates.
  • Schedule and manage the workload of associates and senior associates.
  • Provide verbal and written performance feedback to associates and senior associates.
Qualifications, Knowledge, Skills, and Abilities:
  • Bachelor's degree required; major in accounting, finance, economics, or statistics, preferred.
  • Masters in accountancy or taxation, preferred.
  • Seven or more years of prior experience in accounting, finance, or law, required.
  • Experience in the private client service area, required.
  • Prior supervisory experience, required.
  • Experience working in public accounting, preferred.
License/Certifications:
  • Certified Public Accountant (CPA) credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a jurisdiction), or the equivalent of one of these designations, required.
  • Possession of other professional degrees or certifications applicable to the 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, GoFileRoom, SurePrep), preferred.
  • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, and Lexis Nexis), preferred.
Other Knowledge, Skills, and 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.
  • Communication: Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
  • Leadership: Manages and monitors key performance indicators (KPIs) as established by the business line; follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities.
  • Technical Skills: Serves as an internal resource and provides guidance to other practices on technical matters; works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries.
  • Business Development: Spends time developing their network of key financial decision makers, referral sources, and recruits; seizes opportunities for new professional contacts when presented; actively networks professionally outside of BDO.
  • People Development: Supervises, develops, and trains employees; acts as a career advisor; meets regularly with advisees, adding/updating goals as appropriate; delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers.
Compensation:

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.

New York City/Valhalla Range: $140,000 - $200,000

  • Tax Senior Manager, Private Client Services Specialist

    4 weeks ago

    Potomac, Maryland, United States BDO Full time

    Job Summary:BDO's Private Client Services is a boutique practice that offers a high-touch approach to serving high net worth individuals, their families, and other complex tax and financial structures. Our team provides expert tax consulting and compliance services, including estate, income, gift, and trust tax consulting, charitable giving, executive...

  • Senior Assurance Director

    3 weeks ago

    Potomac, Maryland, United States BDO Full time

    Job Summary:The Assurance Director role at BDO is a senior position that recognizes professionals who have achieved expertise in assurance and risk management. This role is reserved for individuals who have demonstrated advanced knowledge and skills in technical areas, including business acumen, technical roles, and control environment.Key...

  • Executive Assistant

    1 week ago

    Potomac, Maryland, United States Private Full time

    Executive Personal AssistantWe are seeking a highly organized and detail-oriented individual to serve as an Executive Personal Assistant in our Bethesda office. This role will also involve assisting with the upkeep of our private estate in Potomac, MD, and other vacation properties as needed.Key Responsibilities:Scheduling: Manage the executive's calendar,...

  • Client Services Coordinator

    3 weeks ago

    Potomac, Maryland, United States Weibermacht Consulting & Staffing Firm Full time

    Job SummaryWeibermacht Consulting & Staffing Firm is seeking a highly motivated and detail-oriented individual to join our team as a Client Services Intern. As a startup, we value fresh perspectives and innovative ideas, and we're excited to have you on board to help shape our future.Key ResponsibilitiesProvide administrative support to the Client Services...

  • Director of Dining Services

    6 days ago

    Potomac, Maryland, United States Brookdale Senior Living Full time

    Job SummaryWe are seeking a highly skilled and experienced Director of Dining Services to join our team at Brookdale Senior Living. As a key member of our community operations team, you will be responsible for overseeing the food service operations, ensuring the highest quality of food and service, and maintaining a safe and sanitary environment for our...

  • Operations Manager

    5 days ago

    Potomac, Maryland, United States Sentral Services LLC Full time

    Job Title: Operations Manager - Janitorial ServicesWe are seeking an experienced Operations Manager to join our team at Sentral Services LLC. As a key member of our operations team, you will be responsible for managing our janitorial services, supervising staff, and ensuring exceptional customer satisfaction.Key Responsibilities:Supervise and manage a team...

  • Senior Report Intake and Delivery Manager

    6 days ago

    Potomac, Maryland, United States Amdex Corporation Full time

    Job OverviewAmdex Corporation is seeking a highly skilled Senior Report Intake and Delivery Manager to support our client in ensuring adherence to CISA standard operating procedures, quality control standards, and best practices for analytical products and services.Key ResponsibilitiesDeliver SME-level expertise using business intelligence toolsets (e.g.,...

  • Senior Water Control and Conveyance Leader

    2 weeks ago

    Potomac, Maryland, United States GEI Consultants Full time

    About the RoleWe are seeking a highly experienced Senior Civil, Structural, Hydraulic, or Geotechnical Engineer to join our team at GEI Consultants. As a Senior Water Control and Conveyance Leader, you will play a key role in supporting our growing Water Control and Conveyance work across the company.Key ResponsibilitiesProvide program or project level...

  • Maintenance Operations Manager

    4 weeks ago

    Potomac, Maryland, United States Brookdale Senior Living Full time

    Job Summary:We are seeking a highly skilled and experienced Maintenance Director to join our team at Brookdale Senior Living. As a key member of our operations team, you will be responsible for ensuring the maintenance and repair of our buildings and grounds are performed to the highest standards.Key Responsibilities:Develop and implement maintenance and...

  • Senior Program Manager for Knowledge Based Systems

    6 days ago

    Potomac, Maryland, United States American Systems Full time

    Job Title: Senior Program Manager for Knowledge Based SystemsWe are seeking a highly experienced Senior Program Manager to lead our Knowledge Based Systems (KBS) program. As a key member of our team, you will be responsible for providing critical support in protecting our country by managing the acquisition of engineering and technical KBS services.Key...

  • Caregiver for Seniors

    2 weeks ago

    Potomac, Maryland, United States HCAOA Full time

    Job SummaryAs a Companion Caregiver with Homewatch CareGivers, you will have the opportunity to make a meaningful difference in the lives of our clients. We are seeking compassionate and caring individuals to provide in-home caregiving services to seniors and adults in need of support.ResponsibilitiesProvide companionship and emotional support to...

  • Senior Program Manager for Knowledge Based Systems

    3 weeks ago

    Potomac, Maryland, United States American Systems Full time

    Job SummaryWe are seeking a highly experienced Senior Program Manager to lead our Knowledge Based Systems (KBS) program. As a key member of our team, you will be responsible for providing critical support in protecting our country and working with a team of driven professionals to achieve our mission.Key ResponsibilitiesProvide senior-level program...

  • Senior Program Manager for Knowledge Based Systems

    4 weeks ago

    Potomac, Maryland, United States American Systems Full time

    Position Overview: We are seeking a dedicated professional with two decades of expertise and a valid Secret security clearance to take on the role of Senior Program Manager (PM3) for Knowledge Based Systems (KBS). This position is crucial for supporting national defense initiatives. Key Responsibilities: Deliver essential leadership in the acquisition of...

  • Tax Consultant Trainee

    2 weeks ago

    Potomac, Maryland, United States Apex Solutions Full time

    About UsWe are a dynamic and growing partnership specializing in tax consulting, auditing, payroll, and financial accounting, as well as business consulting. Our goal is to provide comprehensive advice to companies and individuals on all tax, business law, and business management tasks, with a focus on succession planning and agriculture.Our OfferResponsible...

  • Private Lacrosse Coach Near Potomac, MD

    3 days ago

    Potomac, Maryland, United States STXZ LLC Full time

    Job OpportunitySTXZ LLC, a leading Private Lacrosse Training company in the US, is seeking passionate and experienced lacrosse trainers to work with players of all ages in the Potomac, MD area.We're looking for individuals who love the game, enjoy working with kids, and bring a positive, patient attitude to each session.Key Responsibilities:Deliver...

  • Private Lacrosse Coach Near Potomac, MD

    1 day ago

    Potomac, Maryland, United States STXZ LLC Full time

    Job OpportunitySTXZ LLC, a leading provider of private lacrosse training, is seeking experienced lacrosse coaches to join our team in the Potomac, MD area.Job SummaryWe are looking for passionate and experienced lacrosse trainers who can work with players of all ages at local parks, fields, or even their own backyards. As a lacrosse trainer, you will have...

  • Senior Program Manager for Knowledge Based Systems

    4 weeks ago

    Potomac, Maryland, United States American Systems Full time

    Position Overview: We are seeking a dedicated professional with two decades of expertise and a valid Secret clearance to take on the role of Senior Program Manager (PM3) for Knowledge Based Systems (KBS). This position is crucial in supporting national defense initiatives. Key Responsibilities: Deliver essential support in safeguarding our nation....

  • Caregiver for Seniors

    6 days ago

    Potomac, Maryland, United States HCAOA Full time

    Job SummaryAs a Companion Caregiver with Homewatch CareGivers, you will have the opportunity to make a meaningful difference in the lives of our clients. Our company is dedicated to providing exceptional in-home care services, and we are seeking compassionate and caring individuals to join our team.ResponsibilitiesProvide companionship and support to our...

  • Senior Cybersecurity Production Manager

    2 days ago

    Potomac, Maryland, United States Amdex Corporation Full time

    Job SummaryAmdex Corporation is seeking a highly skilled Senior Production Manager to support the CISA's cybersecurity Production and Requirements management. The ideal candidate will have 10+ years of experience providing cybersecurity analysis and support to cyber management operations.Key ResponsibilitiesAnalyze CIRCIA reporting and other data sets to...

  • Caregiver for Seniors

    2 weeks ago

    Potomac, Maryland, United States HCAOA Full time

    Job SummaryAs a Companion Caregiver with Homewatch CareGivers, you will have the opportunity to make a meaningful difference in the lives of our clients. Our company is dedicated to providing exceptional in-home care services, and we are seeking compassionate and caring individuals to join our team.As a Companion Caregiver, you will be responsible for...