BDO
Job Category: Generalist
Job Description:
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 opportunities.
Works directly with clients and their advisors to gather information needed to prepare tax returns.
Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns.
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.
Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and with a team.
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.
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:
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience:
Five (5) or more years prior experience in accounting, finance, or law, required.
Experience working in public accounting, or the private client service area, 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 projects 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
Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
Resolves client service issues in a timely and acceptable manner
Leadership
Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
Business Development
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
Involves firm specialists and other business lines to increase cross service opportunities
People Development
Supervises, develops, and trains employees
Acts as a mentor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Individual Salaries: 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: $112,000 – $150,000
Colorado Range: $111,500 – $130,000
Illinois Range: $105,000 – $130,000
Maryland Range: $113,000 – $120,000
Massachusetts Range: $120,000 – $127,000
Minnesota Range: $90,000 – $120,000
New Jersey Range: $115,000 – $140,000
NYC/Long Island/Westchester Range: $125,000 – $160,000
Washington Range: $110,000 – $125,000
Washington DC Range: $120,000 – $140,000
About Us: Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offering. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.”
*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vets
BDO
#J-18808-Ljbffr
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 opportunities.
Works directly with clients and their advisors to gather information needed to prepare tax returns.
Reviews individual, trust, estate, S‑Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns.
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.
Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments.
Prioritizes and completes tasks both individually and with a team.
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.
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:
Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred.
Master’s degree in Accountancy or Taxation, preferred.
Experience:
Five (5) or more years prior experience in accounting, finance, or law, required.
Experience working in public accounting, or the private client service area, 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 projects 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
Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
Resolves client service issues in a timely and acceptable manner
Leadership
Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
Business Development
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
Involves firm specialists and other business lines to increase cross service opportunities
People Development
Supervises, develops, and trains employees
Acts as a mentor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates
Individual Salaries: 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: $112,000 – $150,000
Colorado Range: $111,500 – $130,000
Illinois Range: $105,000 – $130,000
Maryland Range: $113,000 – $120,000
Massachusetts Range: $120,000 – $127,000
Minnesota Range: $90,000 – $120,000
New Jersey Range: $115,000 – $140,000
NYC/Long Island/Westchester Range: $125,000 – $160,000
Washington Range: $110,000 – $125,000
Washington DC Range: $120,000 – $140,000
About Us: Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offering. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight‑driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional “benefits.”
*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vets
BDO
#J-18808-Ljbffr