Tax Manager, Private Client Services

BDO USA•New York, NY

3d•$90,000 - $150,000

About The Position

The Tax Manager, Private Client Services works in BDO’s boutique Private Client Services practice, which serves high-net-worth individuals, their families, family offices, C-suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice provides estate, income, gift, and trust tax consulting and compliance services, as well as support for charitable giving and philanthropic foundations, executive compensation, and cash-flow, retirement, and life insurance planning. The role uses the manager’s 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 Tax Manager manages engagements, works directly with clients and their advisors, reviews complex tax returns and staff work, identifies technical issues, and provides recommendations. The position also supervises, develops, trains, and advises associates and senior associates, while contributing to firm activities and business relationships.

Requirements

Bachelor’s degree required.
At least five 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.
Demonstrated initiative in career and technical development, including identifying knowledge gaps and pursuing relevant projects and learning experiences.
Strong verbal and written communication skills, including the ability to synthesize complex information into clear, concise language.
Ability to manage client engagements and supervise and review team members’ work.
Ability to resolve client service issues in a timely and acceptable manner.
Ability to support collaborative teams and deliver quality work.
Ability to supervise, develop, train, mentor, and provide performance feedback to employees.
Ability to act as a primary client contact and coordinate return preparation and other tax matters.

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, and consulting opportunities.
Work directly with clients and their advisors to gather information for tax return preparation.
Review individual, trust, estate, S-Corp, 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 through client engagements and awareness of current tax developments.
Prioritize and complete tasks independently and as part of a team.
Contribute to PCS and firm activities, including billing, recruiting, and participating 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, review their work, and provide review comments.
Train associates and senior associates to use current software tools.
Act as a Career Advisor and mentor to associates and senior associates.
Schedule and manage associates’ and senior associates’ workloads.
Provide verbal and written performance feedback to associates and senior associates.
Serve as the primary client contact for return preparation and coordinate with clients and engagement teams on other tax matters.
Maintain client communications after work is complete, resolve service issues, and support ongoing client relationships.
Network professionally outside BDO and involve firm specialists and other business lines to pursue cross-service opportunities.
Support a collaborative, team-oriented environment and promote strong results and quality work.