Tax Manager, Private Client Services

BDO USA • New York, NY

1d

About The Position

The Tax Manager, Private Client Services, provides tax compliance and consulting services to high-net-worth individuals, their families, family offices, C-suite executives, athletes, entertainers, and others with complex tax and financial structures. The Private Client Services practice works across 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 role uses the manager’s education, professional experience, communication, time management, leadership, technical, business development, and people skills to serve clients.

The manager oversees tax and consulting engagements, works directly with clients and their advisors to gather information, reviews tax returns and staff work, researches complex technical issues, and develops recommendations. The position also supervises, trains, mentors, and evaluates associates and senior associates; manages their workload; and contributes to billing, recruiting, training, and continuing professional education activities.

Requirements

• Bachelor’s degree required; a major in Accounting, Finance, Economics, or Statistics is preferred.
• Five 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.
• Ability to manage client engagements and supervise and review team members’ work.
• Effective verbal and written communication skills, including the ability to explain complex ideas clearly and concisely.
• Ability to resolve client service issues in a timely and acceptable manner.
• Ability to support a collaborative, team-oriented environment and deliver strong results and quality work.

Nice To Haves

• 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 LexisNexis.

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 sound recommendations for Private Client Services leadership.
• Develop tax knowledge and understanding through client engagements and current tax developments.
• Prioritize and complete tasks independently and as part of a team.
• Assist with practice and firm contributions, including billing, recruiting, and participation in continuing professional education 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 a primary client contact for return preparation and coordinate client tax matters with clients and engagement teams.
• Maintain client communication after work is complete, resolve service issues, and develop client relationships for future work.
• Network professionally and involve firm specialists and other business lines to create cross-service opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager