Tax Experienced Manager, Private Client Services
About The Position
The Tax Experienced Manager, Private Client Services, provides tax compliance and consulting services to high-net-worth individuals and clients with complex tax and financial structures. The Private Client Services practice serves individuals, families, family offices, C-suite executives, athletes, entertainers, and others, advising on estate, income, gift, and trust taxes; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life-insurance planning. The manager leads tax and consulting engagements, works with clients and their advisors to gather information for returns, reviews a range of individual and entity tax returns, handles complex communications with government agencies, conducts advanced tax research, and develops recommendations for practice leadership. The role also includes developing client relationships and contributing to firm and practice activities. This position supervises and develops associates and senior associates, including scheduling and managing workloads, reviewing their work, training them on current software, and providing performance feedback. The manager may also serve as a career advisor.
Requirements
- Bachelor’s degree required.
- Six or more years of experience in accounting, finance, or law required.
- CPA credential, IRS Enrolled Agent credential, attorney admitted to practice in a U.S. jurisdiction, or equivalent designation required.
- Proficiency with Microsoft Office Suite, specifically Word, Excel, and PowerPoint, and Adobe Acrobat required.
- Ability to communicate effectively verbally and in writing, including explaining complex matters clearly and concisely.
- Ability to manage client engagements and supervise and review team members’ work.
- Ability to interact directly with clients and their advisors and resolve client service issues.
- Demonstrated initiative, leadership, collaboration, and commitment to developing employees.
Nice To Haves
- Bachelor’s degree major in Accounting, Finance, Economics, or Statistics.
- Master’s degree in Accountancy or Taxation.
- Experience in public accounting or private client services.
- Other professional degrees or certifications applicable to the role.
- Experience with tax compliance process software such as GoSystems, BNA Tax Planner, GoFileRoom, or SurePrep.
- Experience with tax research tools such as BNA Portfolio, CCH IntelliConnect, Checkpoint, or Lexis Nexis.
Responsibilities
- Manage tax and consulting engagements and identify client needs, tax-planning opportunities, and consulting opportunities.
- Work directly with clients and their advisors to gather information needed to prepare tax returns.
- Review individual, trust, estate, S-corporation, foundation, partnership, and gift tax returns, and provide written and verbal feedback to staff and interns.
- Direct communications with government agencies on matters of the highest complexity.
- Identify technical issues, conduct advanced tax research, and develop recommendations for PCS leadership.
- Develop tax knowledge and understanding through client engagements and current tax developments.
- Prioritize and complete tasks individually and as part of a team.
- Contribute to PCS and firm activities, including billing, recruiting, and participation in CPE activities and training.
- Build new relationships and maintain existing relationships with BDO professionals and external contacts.
- Supervise associates and senior associates on projects; schedule and manage their workloads.
- Review work prepared by associates and senior associates and provide review comments.
- Train associates and senior associates to use current software tools.
- May serve as a career advisor to associates and senior associates.
- Provide verbal and written performance feedback to associates and senior associates.
- Maintain client communication after work is complete, resolve client service issues, and serve as a primary client contact for presenting and resolving issues.
- Network professionally, involve firm specialists and other business lines, and pursue cross-service opportunities.
- Manage and monitor business-line key performance indicators.
Benefits
- Employee Stock Ownership Plan (ESOP), offering participants beneficial ownership in the firm.
- Comprehensive compensation and Total Rewards benefits offerings.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
