Tax Senior Manager - Private Client Services

Private Client Services at BDO is a boutique practice offering a high-touch approach to serving high-net-worth individuals, families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice is experienced in estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

As a Tax Senior Manager, Private Client Services (PCS), you will utilize your educational background and professional experience, along with communication, time-management, leadership, technical, business development, and people skills, to provide tax compliance and consulting services to our high-net-worth clients.

• Manage tax and consulting engagements and identify & address client needs, tax planning, and consulting opportunities
• Serve as the primary client contact, providing executive presence and presenting issues and resolutions to clients
• Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provide written and verbal feedback to preparers
• Direct communication with government agencies on high-complexity matters
• Identify technical issues, conduct advanced tax research, and develop sound recommendations for PCS leadership, clients, and advisors
• Expand understanding of tax concepts and knowledge through client engagements and current tax developments
• Prioritize and review work to keep engagements on track
• Utilize strong analytical, research, and critical-thinking skills to assist with client needs regarding individual and business decisions
• Assist with PCS/firm contribution responsibilities including billing, recruiting, attendance, and participation in CPE activities and training
• Build new relationships and maintain existing relationships with BDO professionals and external sources
• Other duties as assigned

• Supervise associates and senior associates on all projects
• Review work prepared by associates and senior associates and provide review comments
• Train associates and seniors on current software tools
• Act as a career advisor to associates and senior associates
• Schedule and manage workload of associates and senior associates
• Provide verbal and written performance feedback to associates and senior associates

• Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred
• Master's in Accountancy or Taxation preferred

• Bachelor's degree required; Accounting, Finance, Economics or Statistics preferred
• Master's in Accountancy or Taxation preferred

• Seven (7) or more years prior experience in accounting, finance, or law required
• Experience in the private client service area required
• Prior supervisory experience required
• Experience working in public accounting preferred

• Certified Public Accountant credential, IRS Enrolled Agent ( EA ) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations required
• Possession of other professional degrees or certifications applicable to the role preferred

• Proficient use of Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe Acrobat required
• Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep) preferred
• Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis?Nexis) preferred

• N/A

• Initiative - Owns career and technical development; demonstrates self-awareness and actively pursues projects and learning to fill gaps
• Communication - Expresses themselves effectively verbally and in writing; presents cohesive narratives to clients and advisors;
• Leadership - Manages and monitors KPIs; follows up on assignments and holds others accountable for deadlines and responsibilities
• Technical Skills - Serves as an internal resource, providing guidance on technical matters; works with federal and state taxing agencies to respond to notices and inquiries
• Business Development - Develops a network of key financial decision makers, referral sources, and recruits; actively networks outside BDO
• People Development - Supervises, develops, and trains employees; acts as a career advisor and provides holistic feedback and coaching

• California: $146,000 - $200,000
• Colorado: $120,000 - $185,000
• Illinois: $140,000 - $190,000
• Maryland: $150,000 - $180,000
• Massachusetts: $150,000 - $206,000
• Minnesota: $130,000 - $190,000
• New Jersey: $155,000 - $200,000
• Ohio: $125,000 - $200,000
• NYC/Long Island/Westchester: $180,000 - $225,000
• Washington: $150,000 - $200,000
• Washington?DC: $162,000 - $190,000

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an equal-opportunity employer. Veterans and individuals with disabilities are encouraged to apply.