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 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

• Bachelors degree required; major in Accounting, Finance, Economics or

Statistics, preferred

• Masters 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 (KPI’s) 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 providing 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

Ohio Range: $125,000 - $200,000

NYC/Long Island/Westchester Range:  $180,000 - $225,000

Virginia Range: $150,000 - $195,000

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

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

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 perspectives and understanding the experience of our

professionals and clients

• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to

proactively help our clients navigate an expanding array of complex

challenges and opportunities

• Celebrating ingenuity and innovation to transform our business and help our

clients transform theirs

• Focus on resilience and sustainability to positively impact our people,

clients, and communities

• BDO Total Rewards that encompass so much more than traditional

“benefits.”  Click here to find out more!

[https://www.bdo.com/getmedia/792cf457-f43e-4bb7-a937-a0f8d55f6ecb/BDO-Benefits-Brochure.pdf]

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

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