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About the Role

The Tax Manager, Private Client & Family Office Services manages the full-life cycle of finance and accounting outsource engagements, including proposal development, staff oversight, work product review, and client relationship management. This role involves applying tax knowledge to identify potential tax issues, risks, and policy changes, as well as participating in marketing, networking, and business development.

Responsibilities

Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function.
Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger.
Creates accounting records such as bill payments, client invoices, payroll, and others.
Identifies and records adjustments.
Produces accurate financial statements, and provides financial analysis.
Understands the technology packages clients are using to support their accounting/finance functions.
Facilitates effective discovery meetings with clients.
Designs integrated solutions that respond to the specific situation.
Accurately determines the cost of building a client solution.
Works with Senior Managers to learn to formulate recommendations to client leadership on technical accounting issues, financial accounting policies and procedures and financial management issues.
Periodically reviews solutions with their clients to determine if it is still the right solution for the current state of the business and recommends appropriate changes.
Learns to manage conflict; proactively engages senior leadership when conflict arises.
Learns to support the client through business changes and helps to develop and execute the change management plan.
Handles full-life cycle of all assigned engagements by providing technical management for all areas within the accounting function.
Gathers information necessary from the client to execute on engagements.
Understands tax planning considerations/concepts for various business entities.
Appropriately refers tax related matters to Core Tax and Specialty Tax Services.
Learns business development strategies and service offerings targeted for various industries.
Ensures prospect and sales information is entered into CRM as appropriate.
Ability to recommend and design solutions for clients.
Learns to evaluate clients for acceptance (e.g. general risk matters, regulations that affect our work, international business, background checks, etc.), and develops statements of work based on solutions they have proposed, with support from leadership.
Develops exposure to industry teams and business development resources.
Listens for and identifies new opportunities with existing clients, and communicates those potential opportunities to leadership.
Begins to articulate the Advisory service offerings, as well as the broader firm, to a client, prospect, or contact.
Understands and articulates PCS-FOS’s value proposition and understands the target market/client profile.
Fosters a culture that embraces change and accountability.
Identifies staff needs to develop analytics and forecasting skills at a level where they are capable of interpreting financial results, recognizing trends and gaining insights into business performance improvements.
Ensures PCS-FOS Senior Associates and Associates are trained on all relevant software, processes and resources.
Acts as a Career Advisor to PCS-FOS Senior Associates and Associates, as appropriate.
Evaluates the performance of PCS-FOS Senior Associates and Associates and assists in developing goals and objectives to enhance professional development that aligns with the firm’s and PCS’s and FOS’s objectives.
Participates in recruiting efforts for Associates and Senior Associates and assists with the new employee on-boarding process.
Serves as a resource for Associates and Senior Associates, while developing an in-depth knowledge and understanding of finance and accounting functions, technology for supporting these functions and how tax planning can differ by industry and business structure.
Creates a work plan following best practices of project management (breaking down projects into phases and tasks, estimating time/budget, setting milestones, managing dependencies, and measuring and reviewing progress).
Bills engagements in a timely and effective manner, appropriate to the client’s situation and the state of the work; contributes to economic management matters such as forecasting and monitoring/managing to key metrics.
Learns to scope a new project and construct a fee estimate/budget that considers all appropriate details, including, but not limited to: architecting, designing and planning/estimating a tailored client solution.
Oversees client satisfaction with quality of work products, assigned staff, and engagement performance.
Ensures clients are billed timely in accordance with the SOW and follows PCS-FOS billing and collections best practices; works with team to resolve any client billing issues.
Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
Applies most Firm and professional standards for preparation and tax returns.
Involves firm specialists, as appropriate.
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
Travels up to 20% of the time.
Other duties as required.
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.

Requirements

Bachelor’s degree, focus in Accounting or Finance, preferred AND six (6) or more years of experience performing general accounting transactions and functions, required; OR Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience without a degree, required.
MBA or other relevant advanced degree (Masters in Accountancy), preferred.
Two (2) or more years of supervisory experience, preferred.
Experience working with outsourced and/or delivery center operations, preferred.
Consultative or business advisory experience, preferred.
Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required.
Experience utilizing industry standard accounting software and BDODrive platform software such as Intuit’s QuickBooks Online (QBO), Microsoft NAV and Bill.com, preferred.
Prior experience utilizing industry recognized accounting research tools, preferred.
SEI Archway and Qvinchi, preferred.
Excellent verbal and written communication skills.
Understands the finance and accounting functions generally performed by a business (e.g. sales, purchasing, A/R, etc.) and common best practices/processes for how they operate, as well as how they interact.
Understands other business imperatives/functions (e.g. data security, internal controls, etc.) and how they can affect the finance and accounting functions; uses this knowledge to analyze the current structure of a client and identify what services or processes may be inefficient or missing and where we can add value.
Ability to present well in one-on-one and small group settings.
Ability to present well to all levels of management, internally and with clients; projects confidence and expertise; communicates in a clear and concise manner that emphasizes key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately.
Takes personal accountability for work products and accepts constructive feedback to guide future actions.
Strong analytical and basic research skills.
GAAP and TAX knowledge, financial statement presentation, and report writing.
Solid organizational skills especially the ability to meet project deadlines with a focus on details.
Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, while focusing on quality, customer satisfaction and service delivery.
Ability to successfully manage multiple tasks while working independently or within a group environment.
Ability to act as the primary contact on assigned engagements and effectively manage a team of professionals including delegating work assignments as needed.
Ability to effectively manage a team of professionals and contribute to the professional development of assigned personnel, while delegating work assignments as needed.
Interacts effectively with people at all organizational levels of the firm as well as the capability to build and maintain strong relationships with internal and client personnel.
Ability to travel up to 25% of the time.

Skills

General accounting transactions and functions
Supervisory experience
Consultative or business advisory experience
Microsoft Office Suite (Excel, Word, PowerPoint)
Intuit’s QuickBooks Online (QBO)
Microsoft NAV
Bill.com
Accounting research tools
SEI Archway
Qvinchi
Verbal and written communication
Finance and accounting functions
Business imperatives/functions (data security, internal controls)
Presentation skills
Analytical skills
Basic research skills
GAAP knowledge
TAX knowledge
Financial statement presentation
Report writing
Organizational skills
Project deadline management
Working in a deadline-driven environment
Handling multiple projects simultaneously
Independent work
Group work
Team management
Professional development
Relationship building

Work Type

Travel up to 20% of the time
Travel up to 25% of the time

Experience Level

Six (6) or more years of experience performing general accounting transactions and functions
Seven (7) or more years performing general accounting transactions and functions with some supervisory and consultative or business advisory experience
Two (2) or more years of supervisory experience
Experience working with outsourced and/or delivery center operations
Consultative or business advisory experience

Education Level

Bachelor’s degree, focus in Accounting or Finance
MBA or other relevant advanced degree (Masters in Accountancy)

Salary/Compensations

$90,000 - $125,000
$95,000 - $125,000
$113,000 - $120,000
$120,000 - $127,000
$115,000 - $140,000
$125,000 - $150,000
$120,000 - $140,000

Benefits

ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
BDO Total Rewards encompass more than traditional benefits.

About the Company

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

Equal Opportunity

Equal Opportunity Employer, including disability/vets