Tax Senior Manager

BDO USA•New York, NY

50d

About The Position

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.

Requirements

Bachelors degree in Accounting or other relevant field required
8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients
CPA certification required
Proficient in Microsoft Office Suite
Detailed oriented
Excellent written and verbal communication skills
Ability to work independently and in a team environment
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capable of developing and managing a team of tax professionals
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Nice To Haves

Masters degree in Accounting or Taxation preferred
Certified financial planning license or Professional financial planning license preferred

Responsibilities

Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns
Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
Contributes to client satisfaction by providing timely services and work product
Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens
Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
Plans and reviews the tax process and the procedures to be performed to include: Budgeting and staffing, Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, Timely billing including management of identified out-of-scope activity and communication to client, Timely collection of A/R
Manages client relationships/expectations in accordance with the project
Provides advice to clients in a timely manner
Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
Applies most Firm and professional standards for preparation of WTA and tax returns
Involves firm specialists, as appropriate
Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
Reviews studies of tax implications and offers clients alternative courses of action
Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
Supervises associates and senior associates on all projects
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
Acts as a Career Advisor to associates and senior associates
Schedules and manages workload of associates and senior associates
Provides verbal and written performance feedback to associates and senior associate