Tax Senior Manager, Private Client Services - BDO USA, LLP

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 insura
A Tax Senior Manager, Private Client Services (PCS) 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 demonstrates skills identifying and
addressing client needs, tax planning, and consulting opportunities
Provides Executive presence and acts as the primary client contact for
preparation and presentation of issues and resolution to clients
Reviews complex individual, trust, estate, S-Corp, foundation,
partnership, and gift tax returns and provides written and verbal feedback
to p
Directs communication with government agencies for matters of the highest
complexity
Identifies technical issues, conducts advanced tax research, and develops
sound recommendations for PCS leadership, clients, and advisors
Expands their understanding of tax concepts and knowledge through client
engagements and current tax developments
Prioritizes and reviews work to keep engagements on track
Utilizes strong analytical, research and critical thinking skills as well as
decision-making skills to assist with client needs regarding individual and
business decisions
Assists with PCS/firm contribution responsibilities including billing,
recruiting, attendance and participation in CPE activities and training
Builds new relationships and maintains existing relationships with BDO
professionals and external sources
Other duties as assigned
Supervisory Responsibilities:
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
associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelors degree required; major in Accounting, Finance, Economics or
Statistics, preferred
Masters in Accountancy or Taxation, preferred
Experience:
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
License/Certifications:
Certified Public Accountant credential, Internal Revenue Service 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
role, preferred
Software:
Proficient in the use of Microsoft Office Suite (specifically Word,
Excel, and 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 and Lexis Nexis), preferred
Languages:
N/A
Other Knowledge, Skills & Abilities:
Initiative
Owns their own career and technical development; demonstrates
self-awareness, actively pursues project and learning experiences to fill
in their technical knowledge gaps
Manages client engagements, supervises, and reviews work of team members
Communication
Expresses themselves effectively verbally and in writing; takes complex
thoughts, synthesizes them into works using clear, concise language, and
presents a cohesive narrative
Interacts directly with clients and their advisors; maintains communication
with clients even after the work is complete to ensure quality service and
maintain a relationship for future work
Leadership
Manages and monitors key performance indicators (KPI's) as established
by the business line
Follows up on assignments and holds others accountable for their internal
deadlines and administrative responsibilities
Technical Skills
Serves as internal resource and providing guidance to other practices on
technical matters
Works with appropriate departments with federal and state taxing agencies to
respond to notices and inquiries
Business Development
Spends time developing their network of key financial decision makers,
referral sources, and recruits