Tax Manager, Private Client Services

Private Client Services Tax Manager

Private Client Services at BDO is a boutique practice within our firm. Offering a high-touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced 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.

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.

Job Duties :

• Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
• Works directly with clients and their advisors to gather information needed to prepare tax returns
• Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
• Directs communication with government agencies for matters of the highest complexity
• Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
• Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and completes tasks both individually and with a team
• Assists with PCS / firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
• Builds new relationships and maintains existing relationships with BDO professionals and external sources

Supervisory Responsibilities :

Supervises associates and senior associates on all projects

Reviews work prepared by associates and senior associates and provide 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 :

Education :

Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred

Master's degree in Accountancy or Taxation, preferred

Experience :

Five (5) or more years prior experience in accounting, finance, or law, required

Experience working in public accounting, or the private client service area, preferred

License / Certifications :

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

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

Languages :

N / A

Other Knowledge, Skills & 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

Manages client engagements, supervises, and reviews work of team members

Communication

Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative

Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work

Resolves client service issues in a timely and acceptable manner

Leadership

Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work

Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters

Business Development

Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO

Involves firm specialists and other business lines to increase cross service opportunities

People Development

Supervises, develops, and trains employees

Acts as a mentor to associates and senior associates

Provides verbal and written performance feedback to associates and senior associates

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.

California Range : $112,000 - $150,000

Colorado Range : $111,500 - $130,000

Illinois Range : $105,000 - $130,000

Maryland Range : $113,000 - $120,000

Massachusetts Range : $120,000 - $127,000

Minnesota Range : $90,000 - $120,000

New Jersey Range : $115,000 - $140,000

NYC / Long Island / Westchester Range : $125,000 - $160,000

Washington Range : $110,000 - $125,000

Washington DC Range : $120,000 - $140,000

About Us

Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on :

Welcoming diverse