Private Client Services Tax Leader
1 week ago
BDO USA, LLP is seeking a highly skilled Tax Senior Manager, Private Client Services to join our team. As a key member of our Private Client Services practice, you will be responsible for providing tax compliance and consulting services to our high net-worth clients.
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, providing 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.
- Supervise associates and senior associates on all projects.
- Review work prepared by associates and senior associates, providing 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.
- Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics, preferred.
- Master's in Accountancy or Taxation, preferred.
- Seven (7) 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.
- 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, required.
- Possession of other professional degrees or certifications applicable to the role, preferred.
- 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.
Individual salaries are determined after consideration of numerous factors, including but not limited to, the candidate's qualifications, experience, skills, and geography.
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
NYC/Long Island/Westchester Range: $185,000
Washington Range: $150,000 - $200,000
-
Tax Director
5 days ago
Los Angeles, California, United States Forvis Mazars, LLP Full timeAbout the RoleWe are seeking a highly skilled Tax Director to join our Private Client team at Forvis Mazars, LLP. As a Tax Director, you will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.Key ResponsibilitiesDevelop and maintain client relationships through the...
-
Tax Director | Private Client
2 days ago
Los Angeles, California, United States Forvis Mazars, LLP Full timeAbout the Role:We are seeking a highly skilled Tax Director to join our Private Client team at Forvis Mazars, LLP. As a Tax Director, you will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.Key Responsibilities:Develop and maintain client relationships through the...
-
Senior Tax Consultant
2 weeks ago
Los Angeles, California, United States CohnReznick Full timeTax Senior Associate [Private Client Services]Opportunity ID: 7036Department: TaxLocation: Various LocationsFunction: TaxAs CohnReznick continues to expand, so do our professional opportunities. We are recognized as one of the leading Professional Services and Business Advisory firms in the nation, promoting teamwork in Advisory, Assurance, and Tax services...
-
Senior Tax Consultant
2 weeks ago
Los Angeles, California, United States CohnReznick Full timeTax Senior Associate [Private Client Services]Opportunity ID: 7036Department: TaxLocation: Various LocationsFunction: TaxAs CohnReznick expands, so do our career prospects. As one of the leading Professional Services and Business Advisory firms in the nation, we cultivate teams in Advisory, Assurance, and Tax services that prioritize innovation and teamwork...
-
Senior Tax Associate
2 weeks ago
Los Angeles, California, United States CohnReznick Full timeTax Senior Associate [Private Client Services]Opportunity ID: 7036Department: TaxLocation: Various LocationsFunction: TaxAs CohnReznick expands, so do our career pathways. Being one of the leading Professional Services and Business Advisory firms in the nation, we cultivate teams in Advisory, Assurance, and Tax services that prioritize innovation and...
-
Private Client Services Professional
7 days ago
Los Angeles, California, United States Andersen Full timeAbout AndersenWe are a leading professional services organization with a global presence, offering a wide range of services including tax, valuation, and business advisory. Our team is dedicated to helping clients achieve their goals and succeed in a rapidly changing business environment.The RoleWe are seeking a highly skilled and motivated Tax Associate to...
-
Senior Tax Manager
1 week ago
Los Angeles, California, United States CyberCoders Full timeLocation: Remote Position Overview: We are seeking a highly skilled Senior Tax Manager to join our Private Client Services team. As a prominent CPA firm with over 60 years of experience, we pride ourselves on our expertise in serving a diverse clientele across various sectors including Real Estate, Non-Profit, Healthcare, and more. Salary Range: $145,000 -...
-
Tax Leader
6 days ago
Los Angeles, California, United States RSM US LLP Full timeAbout RSM US LLPRSM US LLP is a leading provider of professional services to the middle market globally. Our purpose is to empower our clients and people to realize their full potential in a world of change.Job SummaryWe are seeking a strong Tax Leader with an entrepreneurial mindset to join our national Mergers and Acquisitions (M&A) Tax group. This is a...
-
Tax Associate Tax Services Expert
7 days ago
Los Angeles, California, United States Andersen Full timeAbout AndersenWe are a leading professional services organization with a global presence, offering a wide range of services including tax, valuation, and business advisory. Our team is dedicated to helping our clients achieve their goals and succeed in a rapidly changing business environment.The RoleWe are seeking a highly skilled and motivated Tax Associate...
-
Tax Services Leader
7 days ago
Los Angeles, California, United States KPMG-UnitedStates Full timeAbout the RoleKPMG-UnitedStates is seeking a highly skilled Senior Manager to join our Global Mobility Services (GMS) practice. As a Senior Manager, you will play a key role in providing compensation, benefits, and HR-related services to our clients.Key ResponsibilitiesCollaborate with Tax, Audit, and Advisory teams to deliver compensation, benefits, and...
-
Tax Consultant Tax Services Expert
7 days ago
Los Angeles, California, United States Andersen Full timeAbout AndersenAt Andersen, we're a trailblazing force in the world of Tax, Valuation, and Business Advisory. With the most extensive global presence among professional services organizations, we offer a thrilling expedition into the world of Tax, Valuation, and Business Expertise.We're a community that thrives on diversity, inclusivity, and collaboration....
-
Client Services Coordinator
2 weeks ago
Los Angeles, California, United States Baker Tilly US, LLP Full timeOverviewBaker Tilly US, LLP is a prominent advisory, tax, and assurance firm that offers clients a true coast-to-coast and global advantage in key regions across the United States. We also have a significant presence in many of the world's leading financial hubs, including New York, London, San Francisco, Los Angeles, Chicago, and Boston. As part of Baker...
-
Senior Tax Leader
1 week ago
Los Angeles, California, United States Jobot Full timePosition Overview:As a Senior Tax Leader, you will play a pivotal role in shaping our tax strategies and ensuring compliance with complex regulations. Key Responsibilities:- Oversee and manage comprehensive tax planning and compliance initiatives, ensuring adherence to all legal and regulatory standards.- Provide expert tax guidance to high net worth and...
-
Tax Services Associate 2025
2 weeks ago
Los Angeles, California, United States Andersen Full timeAbout Andersen:Explore New Frontiers in Tax, Valuation, and Business Advisory with AndersenAt Andersen, we offer more than just a job; we present an exciting journey into the realms of Tax, Valuation, and Business Advisory. As a leading entity with a remarkable global footprint in professional services, you will engage with a diverse array of clients across...
-
Client Support Specialist
1 week ago
Los Angeles, California, United States Tax Relief Helpers Full timeExciting Opportunity as a Client Support Specialist at Tax Relief HelpersPOSITION OVERVIEW:As a Client Support Specialist at Tax Relief Helpers, you will serve as the primary contact for our clients. Your key responsibilities will include managing incoming inquiries, resolving customer issues, routing calls, and ensuring a high level of client satisfaction....
-
Strategic Operations Specialist
2 weeks ago
Los Angeles, California, United States Capital Group Full timeJoin Capital Group as a Senior Business Operations SpecialistAs a Senior Business Operations Specialist, you will be instrumental in facilitating and implementing enhancements to products and processes within the Private Client Services division. Your collaboration with business leaders and stakeholders will be crucial in designing operational workflows,...
-
Los Angeles, California, United States Capital Group Full timeJoin Capital Group as a Senior Operations SpecialistIn the role of Senior Operations Specialist, you will be instrumental in leading and implementing enhancements to products and processes within our Private Client Services division.Your collaboration with business leaders and stakeholders will be essential in designing operational workflows, identifying...
-
Tax Specialist
2 weeks ago
Los Angeles, California, United States Andersen Full timeThe Firm:Explore the Infinite Opportunities in Tax, Valuation, and Business Advisory with AndersenAt Andersen, we offer more than just a job; we present an exhilarating journey into the realms of Tax, Valuation, and Business Advisory. As a pioneering entity with an unparalleled global footprint among professional service firms, you will engage with...
-
Los Angeles, California, United States Capital Group Full time"I can excel as a Senior Operations Specialist at Capital Group."In the role of Senior Operations Specialist, you will be instrumental in facilitating and implementing enhancements to products and processes within Private Client Services. Collaborating closely with business leaders and stakeholders, you will design operational workflows, identify...
-
Tax Services Consultant
2 weeks ago
Los Angeles, California, United States RSM Global Full timeAt RSM Global, we pride ourselves on being a premier provider of professional services tailored to the middle market worldwide. Our mission is to foster confidence amidst change, enabling our clients and team members to achieve their utmost potential. Our outstanding personnel are the cornerstone of our unique, inclusive culture and talent experience, which...
