Tax Experienced Manager, Private Client Services
BDO USA
Private Client Services Tax Experienced Manager
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 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.
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
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
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: $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: $170,000 - $185,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000