🚀 Tax Senior Manager, Private Client Services

Tax Senior Manager, Private Client Services

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Job Overview

Private Client Services at BDO is a boutique practice within our firm, specializing in serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. Our expertise covers estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Responsibilities

• Manage tax and consulting engagements, identifying client needs and opportunities for tax planning and consulting.
• Serve as the primary client contact, presenting issues and solutions with professionalism and confidence.
• Review complex tax returns across various entities and provide feedback to preparers.
• Communicate with government agencies on complex matters.
• Conduct advanced tax research, identify technical issues, and develop recommendations.
• Enhance your tax knowledge through client engagements and current developments.
• Prioritize and review work to ensure timely completion.
• Utilize analytical and decision-making skills to assist clients with individual and business decisions.
• Contribute to firm initiatives including billing, recruiting, and training.
• Build and maintain relationships with clients, professionals, and external sources.

Supervisory Responsibilities

• Supervise associates and senior associates, reviewing their work and providing training.
• Act as a career mentor, providing performance feedback.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics; Master’s preferred.
• Minimum of 7 years’ experience in accounting, finance, or law, with private client service experience.
• Supervisory experience required.
• CPA, EA, Attorney, or equivalent certification required.

Skills and Abilities

• Proficiency in Microsoft Office and Adobe Acrobat.
• Experience with tax software and research tools is preferred.
• Strong initiative, communication, leadership, technical, business development, and people development skills.

Additional Information

Salary ranges vary by location, e.g., California: $146,000 - $200,000. We are committed to diversity and inclusion, offering a flexible, supportive work environment with growth opportunities. BDO is an ESOP company, sharing financial success with employees.