Tax Experienced Manager, Private Client Services

Private Client Services Tax Experienced 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 Experienced 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.

Manages tax and consulting engagements and enhances skills identifying and addressing 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 their understanding of tax concepts and knowledge through client engagements and current tax developments

Prioritizes and completes tasks both individually and as part of 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

Supervises associates and senior associates on all projects

Schedules and manages workload of associates and senior associates

Reviews work prepared by associates and senior associates and provide review comments

Trains Associates and Seniors how to use all current software tools

May act as a Career Advisor to associates and senior associates

Provides verbal and written performance feedback to associates and senior associates

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

Master's degree in Accountancy or Taxation, preferred

Six (6) or more years prior experience in accounting, finance, or law, required

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

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

N/A

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

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

Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients

Manages and monitors key performance indicators (KPI's) as established by the business line

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