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Tax Senior Manager, Private Client Services
2 months ago
BDO USA, LLP is seeking a highly skilled Tax Senior Manager, Private Client Services to join our boutique practice. As a key member of our team, you will provide tax compliance and consulting services to high net worth individuals, their families, and other complex tax and financial structures.
Key Responsibilities- Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities
- Provide executive presence and act as 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 current software tools
- Act as a Career Advisor to associates and senior associates
- Schedule and manage 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 or more years 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 role, preferred
Individual salaries are determined after consideration of numerous factors, including 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
