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About the Role

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.

Responsibilities

• Performs tax planning, preparation, and research for high net worth individuals and related business, trusts, estates, and charitable entities, including preparation and review of gift tax and estate tax returns.
• Manages client engagements, supervises and reviews work of team staff members, and works closely with clients as well as internal managers and partners.
• Contributes to client satisfaction by providing timely services and work product.
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens.
• Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
• Conducts top-level review of T/R and resolves all tax issues with client; involves specialists where appropriate.
• Plans and reviews the tax process and procedures, including budgeting, staffing, monitoring engagement progress, timely billing, and collection of A/R.
• Manages client relationships and expectations in accordance with the project.
• Provides advice to clients in a timely manner.
• Identifies when research is needed and performs such research, clearly and concisely framing issues and reporting the analysis.
• Applies Firm and professional standards for preparation of WTA and tax returns.
• Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel.
• Reviews studies of tax implications and offers clients alternative courses of action.
• Identifies and leverages lessons learned on prior projects and offers input on process and method improvements.
• Responsible for building a team of professionals by training and working together to serve high net worth clients with timely responses to their needs.
• Supervises associates and senior associates on all projects.
• Reviews work prepared by associates and senior associates and provides review comments.
• Trains Associates and Seniors on 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.

Requirements

• 8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
• Proficient in Microsoft Office Suite.
• Detailed oriented.
• Excellent written and verbal communication skills.
• Ability to work independently and in a team environment.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills as well as decision-making skills.
• Capable of developing and managing a team of tax professionals.
• 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 resolutions to clients.

Skills

• Tax planning
• Tax preparation
• Tax research
• Client engagement management
• Team supervision
• Client relationship management
• Tax compliance
• Research
• Strategy development
• Microsoft Office Suite
• Written communication
• Verbal communication
• Independent work
• Teamwork
• Delegation
• Analytical skills
• Critical thinking
• Decision-making skills

Location

• Remote

Work Type

• Full-time

Experience Level

• Senior Manager
• 8+ years of public accounting experience preferred

Education Level

• Bachelors degree in Accounting or other relevant field required
• Masters degree in Accounting or Taxation preferred

Benefits

• Flexibility
• Opportunities for advancement
• Employee Stock Ownership Plan (ESOP)
• Comprehensive compensation and Total Rewards benefits

About the Company

• 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, empowering team members, leveraging our talented team, celebrating ingenuity and innovation, focusing on resilience and sustainability, and offering BDO Total Rewards.

Equal Opportunity

• Equal Opportunity Employer, including disability/vets