Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.Job Duties:Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsReviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and internsDirects communication with government agencies for matters of the highest complexityIdentifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadershipDevelops and expands your understanding of tax concepts and knowledge through client engagements and current tax developmentsPrioritizes and completes tasks both individually and with a teamAssists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and trainingBuilds new relationships and maintains existing relationships with BDO professionals and external sourcesSupervisory Responsibilities:Supervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provide review commentsTrains Associates and Seniors how to use all current software toolsActs as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferredMaster's degree in Accountancy or Taxation, preferredExperience:Five (5) or more years prior experience in accounting, finance, or law, requiredExperience working in public accounting, or the private client service area, preferredLicense/Certifications:Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (
Job Title
Tax Manager, Private Client Services