Tax Senior Manager, Private Client Services

Job Summary

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 Senior Manager, Private Client Services (PCS) 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 demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities
• Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients
• Reviews complex individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers
• 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, clients, and advisors
• Expands their understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritizes and reviews work to keep engagements on track
• Utilizes strong analytical, research and critical‑thinking skills as well as decision‑making skills to assist with client needs regarding individual and business decisions
• 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
• Other duties as assigned

Supervisory Responsibilities

Supervises associates and senior associates on all projects

Reviews work prepared by associates and senior associates and provides 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 in Accountancy or Taxation, preferred

Experience :

Seven (7) 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

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

Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work

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 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

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 : $146,000 - $200,000

Colorado Range : $120,000 - $185,000

Illinois Range : $140,000 - $190,000

Maryland Range : $150,000 - $180,000

Massachusetts Range : $150,000 - $206,000

Minnesota Range : $130,000 - $190,000

New Jersey Range : $155,000 - $200,000

NYC / Long Island / Westchester Range : $190,000 - $225,000

Washington Range : $150,000 - $200,000

Washington DC Range : $162,000 - $190,000

#J-18808-Ljbffr