Tax Experienced Manager, Private Client Services

BDO USA•New York, NY

About The Position

Private Client Services at BDO is a boutique practice serving high-net-worth individuals, their families, family offices, C-suite executives, athletes, entertainers, and others with complicated tax and financial structures. The practice provides services involving estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. The Tax Experienced Manager, Private Client Services uses their education, professional experience, communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to high-net-worth clients. The manager oversees tax and consulting engagements, works directly with clients and their advisors, reviews returns and team work, conducts advanced tax research, and develops recommendations. They also contribute to practice and firm activities, maintain professional relationships, and supervise, train, and provide feedback to associates and senior associates.

Requirements

Bachelor’s degree required.
Six or more years of prior 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 manage client engagements, supervise, and review work of team members.
Effective verbal and written communication, including the ability to synthesize complex thoughts into clear, concise language and present a cohesive narrative.
Ability to interact directly with clients and their advisors and maintain client relationships.
Ability to support a collaborative, team-oriented environment and achieve strong results and quality work.
Ability to act as primary client contact for preparation and presentation of client issues and resolutions.

Nice To Haves

Bachelor’s degree major in Accounting, Finance, Economics, or Statistics.
Master’s degree in Accountancy or Taxation.
Experience working in public accounting or the private client service area.
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.
Initiative in pursuing technical development, projects, and learning experiences to address knowledge gaps.
Professional networking and identifying opportunities for new contacts and cross-service work.

Responsibilities

Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities.
Work directly with clients and their advisors to gather information needed to prepare tax returns.
Review individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, and provide written and verbal feedback to staff and interns.
Direct communication with government agencies on matters of the highest complexity.
Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership.
Develop understanding of tax concepts and knowledge through client engagements and current tax developments.
Prioritize and complete tasks individually and as part of a team.
Assist with PCS and firm contributions, including billing, recruiting, and attendance and participation in CPE activities and training.
Build new relationships and maintain existing relationships with BDO professionals and external sources.
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 act as a Career Advisor to associates and senior associates.
Provide verbal and written performance feedback to associates and senior associates.
Manage client engagements and supervise and review team members’ work.
Interact directly with clients and their advisors, maintain communication after work is complete, and resolve client service issues in a timely and acceptable manner.
Act as the primary client contact for preparation and presentation of issues and resolutions to clients.
Manage and monitor key performance indicators established by the business line.
Network professionally outside BDO and involve firm specialists and other business lines to increase cross-service opportunities.
Support a collaborative, team-oriented environment and supervise, develop, train, and mentor employees.