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About the Role

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.

Responsibilities

• 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

Requirements

• 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
• 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
• 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
• 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
• 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
• 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

Skills

• Communication
• Time management
• Leadership
• Technical
• Business development
• People skills
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Adobe Acrobat
• Tax compliance process software
• Tax research tools

Location

• California
• Colorado
• Illinois
• Maryland
• Massachusetts
• Minnesota
• New Jersey
• Ohio
• NYC/Long Island/Westchester
• Washington
• Washington DC

Work Type

• Full-time

Experience Level

• 6+ years of experience

Education Level

• Bachelor's degree in Accounting, Finance, Economics, or Statistics
• Master's degree in Accountancy or Taxation

Salary/Compensations

• California Range: $136,000 - $165,000
• Colorado Range: $105,000 - $150,000
• Illinois Range: $120,000 - $139,000
• Maryland Range: $121,000 - $145,000
• Massachusetts Range: $130,000 - $147,750
• Minnesota Range: $100,000 - $130,000
• New Jersey Range: $130,000 - $165,000
• Ohio Range: $110,000 - $170,000
• NYC/Long Island/Westchester Range: $150,000 - $180,000
• Washington Range: $130,000 - $145,000
• Washington DC Range: $140,000 - $162,000

Benefits

• Employee Stock Ownership Plan (ESOP)
• Total Rewards benefits

About the Company

• Private Client Services at BDO is a boutique practice within our firm, offering a high touch approach and 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.
• BDO's purpose is helping people thrive every day.
• BDO is 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).
• 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, our talented team who brings varying skills, knowledge and experience, celebrating ingenuity and innovation, focus on resilience and sustainability, and BDO Total Rewards.

Equal Opportunity

• Equal Opportunity Employer, including disability/vets