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About the Role

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax, wealth retention strategies, and taxation of entities owned by business owners is required.

Responsibilities

• Reviews basic to complex individual and other tax returns.
• Identifies, researches, and documents tax analysis and findings.
• Interacts directly with clients and their advisors.
• Communicates project status to supervisors, engagement teams, and clients.
• Assists with administrative tasks including billing, cash collection, recruiting, and training.
• Manages client engagements and supervises/reviews team members' work.
• Demonstrates tax concept understanding and pursues increased tax knowledge.
• Identifies tax planning and consulting opportunities.
• Participates in and initiates business development and networking activities.
• Manages and monitors key performance indicators (KPIs).
• Involves firm specialists and other business lines to increase cross-service opportunities.
• Performs other duties as required.

Requirements

• Bachelor’s degree in Accounting required.
• Seven (7) or more years of public accounting and private client services experience required.
• CPA or Licensed Attorney required.
• Excellent verbal and written communication skills.
• Detailed 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.

Skills

• Taxation related to personal income
• Estate and gift tax
• Wealth retention strategies
• Partnership taxation
• Corporate taxation
• Gosystems
• BNA Tax Planner
• Microsoft Office Suite

Location

• California
• Colorado
• Maryland
• NYC/Long Island/Westchester
• Washington
• Washington DC

Work Type

• Full-time

Experience Level

• Senior Manager

Education Level

• Bachelor's degree in Accounting
• Master's degree in Accounting or Taxation
• Juris Doctorate (JD) or Master of Laws (LLM) in Taxation

Salary/Compensations

• California Range: $146,000 - $200,000
• Colorado Range: $120,000 - $185,000
• Maryland Range: $152,000 - $188,000
• NYC/Long Island/Westchester Range: $175,000 - $205,000
• Washington Range: $150,000 - $200,000
• Washington DC Range: $156,000 - $200,000

Benefits

• Employee Stock Ownership Plan (ESOP)
• Comprehensive compensation and Total Rewards benefits

About the Company

• At BDO, our purpose is to help people thrive every day.
• We are focused on delivering exceptional and sustainable outcomes and value for our people, clients, and communities.
• BDO is proud to be an ESOP company, reflecting a culture that puts people first.
• BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries.
• BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
• 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 annual allocation to the ESOP is fully funded by BDO through investments in company stock.
• We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives.
• We pride ourselves on welcoming diverse perspectives, empowering team members, celebrating ingenuity and innovation, and focusing on resilience and sustainability.

Equal Opportunity

• Equal Opportunity Employer, including disability/vets