Tax Senior Manager, Private Client Services

Job Summary:

The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.   Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
 

Job Duties:

• Reviews basic to complex individual and other tax returns
• Identifies and performs research when needed and reports and documents the analysis and findings
• Interacts directly with clients and their advisors 
• Communicates with supervisors, engagement team and clients the status of projects
• Assists with administrative responsibilities including billing and cash collection activities, recruiting, attendance and participation in CPE activities and training
• Manages client engagements, supervises, and reviews work of team members
• Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client engagements and current tax developments
• Identifies tax planning and consulting opportunities
• Participates in and initiates business development and networking activities 
• Manages and monitors key performance indicators (KPI’s) as established by the business line
• Involves firm specialists and other business lines to increase cross service opportunities
• Other duties as required

Supervisory Responsibilities:

• Supervises develops and trains employees 
• Supervises associates,  senior associates and managers on all projects
• Reviews work prepared by associates and senior associates and provides review comments
• Trains others on how to use all current software tools and PCS methodology
• Schedules and manages workload of associates and senior associates
• Acts as a Career Advisor to associates and senior associates
• Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, required
• Master’s degree in Accounting or Taxation, preferred
• Addition Juris Doctorate (JD) or Master of Laws (LLM) in Taxation, preferred

Experience:

• Seven (7) or more years of public accounting and private client services experience, required
• Public accounting experience working in the private client area, preferred

License/Certifications:

• CPA or Licensed Attorney, required
• CFP or Masters in Tax, preferred

Software:

• Experience with Gosystems and BNA Tax Planner, preferred
• Experience with the Microsoft Office Suite, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Detailed oriented
• Strong analytical, research and critical thinking skills
• Solid organizational skills, especially the ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Ability to interact effectively with people at all organizational levels of the firm
• Basic knowledge of fundamental accounting, finance and tax principles
• General accounting knowledge and basic to intermediate tax knowledge
• General understanding of financial planning concepts
• Ability to effectively delegate work
• 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 resolution to clients

​​​​​​​Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range:  $146,000 - $200,000
Colorado Range:  $120,000 - $185,000
Maryland Range:  $152,000 - $188,000 
NYC/Long Island/Westchester Range:  $175,000 - $205,000
Washington Range:  $150,000 - $200,000
Washington DC Range: $156,000 - $200,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
Click here to find out more!