Tax Senior Manager, Private Client ServicesBDO USA • Los Angeles, CA, United States
Tax Senior Manager, Private Client Services
BDO USA • Los Angeles, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Supervises develops and trains employees Supervises associates, senior associates and managers on all projects Reviews work prepared by associates and senior associates and provides review comments Trains others on how to use all current software tools and PCS methodology Schedules and manages workload of associates and senior associates Acts as a Career Advisor to associates and senior associates Provides verbal and written performance feedback to associates and senior associates Bachelor’s degree in Accounting, required Master’s degree in Accounting or Taxation, preferred Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred Seven (7) or more years of public accounting and private client services experience, required Public accounting experience working in the private client area, preferred CPA or Licensed Attorney, required CFP or Masters in Tax, preferred Experience with Gosystems and BNA Tax Planner, preferred Experience with the Microsoft Office Suite, preferred Excellent verbal and written communication skills Detail oriented Strong analytical, research and critical thinking skills Solid organizational skills, especially the ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently or within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to interact effectively with people at all organizational levels of the firm Basic knowledge of fundamental accounting, finance and tax principles General accounting knowledge and basic to intermediate tax knowledge General understanding of financial planning concepts Ability to effectively delegate work Capable of effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Proactive client support Innovative business transformation Focus on resilience and sustainability BDO Total Rewards, including comprehensive benefits and stock ownership through our ESOP
Tax Senior Manager, Private Client Services
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Job Summary
The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Job Duties
- Reviews basic to complex individual and other tax returns
- Identifies and performs research when needed and reports and documents the analysis and findings
- Interacts directly with clients and their advisors
- Communicates with supervisors, engagement team and clients the status of projects
- Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
- Manages client engagements, supervises, and reviews work of team members
- Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
- Identifies tax planning and consulting opportunities
- Participates in and initiates business development and networking activities
- Manages and monitors key performance indicators (KPI’s) as established by the business line
- Involves firm specialists and other business lines to increase cross service opportunities
- Other duties as required
Supervisory Responsibilities
Education
Experience
License / Certifications
Software
Other Knowledge, Skills & Abilities
Salary Ranges
California : $146,000 – $200,000
Colorado : $120,000 – $185,000
Maryland : $152,000 – $188,000
NYC / Long Island / Westchester : $175,000 – $205,000
Washington : $150,000 – $200,000
Washington DC : $156,000 – $200,000
About Us
BDO offers 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. We are committed to delivering exceptional experiences, sharing insight-driven perspectives, and helping companies achieve a better-than-usual.
Benefits
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M / F / Veteran / Disability.
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