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Taxation Manager, Wealth Management Services

2 months ago

Richmond, Virginia, United States BDO Full time

Position Overview:

We are seeking a qualified and experienced Tax Manager to join our Private Client Services (PCS) team at BDO. In this role, you will engage with affluent clients, delivering comprehensive tax compliance and advisory services. Your key responsibilities will encompass overseeing tax and advisory projects, evaluating tax returns, performing tax analysis, and formulating strategic recommendations for our clients. Furthermore, you will mentor and guide team members, ensuring the provision of exceptional service.

  • Oversees tax and advisory projects, identifying client requirements and potential opportunities
  • Collaborates directly with clients to collect necessary information for tax documentation
  • Evaluates various tax returns and offers constructive feedback to team members
  • Engages with governmental bodies for intricate matters
  • Conducts thorough tax analysis and crafts recommendations for clients
  • Aids in billing, recruitment, and training initiatives
  • Cultivates and sustains relationships with professionals and external stakeholders

Required Qualifications:

  • Bachelor's degree in Accounting, Finance, Economics, or Statistics
  • Master’s degree in Accountancy or Taxation is preferred
  • Minimum of six years of experience in accounting, finance, or legal fields
  • CPA, EA, or Attorney credentials are mandatory

Essential Skills:

  • Proficient in Microsoft Office Suite and tax-related software
  • Excellent communication and leadership skills
  • Capability to mentor and develop team members
  • Strong business development and client relationship management skills