BDO USA
Overview
Private Client Services at BDO is a boutique practice within our firm. We have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice 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. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience, as well as communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Responsibilities
Manages tax and consulting engagements and identifies 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 high complexity. Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership. Develops and expands understanding of tax concepts 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 provides review comments. Trains associates and seniors to use all current software tools. Acts as a Career Advisor to associates and senior associates. Schedules and manages the workload of associates and senior associates. Provides verbal and written performance feedback to associates and senior associates.
Education, Experience, and Certifications
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred. Master’s degree in Accountancy or Taxation preferred.
Five (5) or more years of experience in accounting, finance, or law required. Experience in public accounting or private client service area preferred.
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent required. Other professional degrees or certifications applicable to the role optional.
Software
Proficient in 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, LexisNexis) preferred.
Languages
N/A
Other Knowledge, Skills & Abilities Initiative Owns their own career and technical development; pursues projects and learning experiences to fill technical knowledge gaps. Manages client engagements, supervises, and reviews team members’ work.
Communication Expresses themselves clearly in writing and speaking; synthesizes complex thoughts into concise narratives; maintains client communication for quality service and future work. Resolves client service issues in a timely manner.
Leadership Supports a collaborative, results-driven environment; acts as primary client contact for return preparation and coordination on other tax matters.
Business Development Seizes opportunities for professional contacts; networks outside of BDO; involves firm specialists to increase cross-service opportunities.
People Development Supervises, develops, and trains employees; mentors associates; provides feedback.
Individual salaries offered to a candidate are determined after considering qualifications, experience, skills, and geography.
Compensation Range by Location
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. We offer flexibility and opportunities for advancement, with a culture focused on meaningful connections, curiosity, and making a positive difference. BDO is committed to delivering exceptional experiences to middle market leaders and is an ESOP company. We value diversity, empower our professionals, and provide a comprehensive Total Rewards program.
Equal Opportunity Employment
BDO USA, P.A. is an EO employer M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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Private Client Services at BDO is a boutique practice within our firm. We have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice 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. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience, as well as communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Responsibilities
Manages tax and consulting engagements and identifies 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 high complexity. Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership. Develops and expands understanding of tax concepts 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 provides review comments. Trains associates and seniors to use all current software tools. Acts as a Career Advisor to associates and senior associates. Schedules and manages the workload of associates and senior associates. Provides verbal and written performance feedback to associates and senior associates.
Education, Experience, and Certifications
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree required; major in Accounting, Finance, Economics, or Statistics preferred. Master’s degree in Accountancy or Taxation preferred.
Five (5) or more years of experience in accounting, finance, or law required. Experience in public accounting or private client service area preferred.
Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a U.S. jurisdiction), or equivalent required. Other professional degrees or certifications applicable to the role optional.
Software
Proficient in 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, LexisNexis) preferred.
Languages
N/A
Other Knowledge, Skills & Abilities Initiative Owns their own career and technical development; pursues projects and learning experiences to fill technical knowledge gaps. Manages client engagements, supervises, and reviews team members’ work.
Communication Expresses themselves clearly in writing and speaking; synthesizes complex thoughts into concise narratives; maintains client communication for quality service and future work. Resolves client service issues in a timely manner.
Leadership Supports a collaborative, results-driven environment; acts as primary client contact for return preparation and coordination on other tax matters.
Business Development Seizes opportunities for professional contacts; networks outside of BDO; involves firm specialists to increase cross-service opportunities.
People Development Supervises, develops, and trains employees; mentors associates; provides feedback.
Individual salaries offered to a candidate are determined after considering qualifications, experience, skills, and geography.
Compensation Range by Location
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. We offer flexibility and opportunities for advancement, with a culture focused on meaningful connections, curiosity, and making a positive difference. BDO is committed to delivering exceptional experiences to middle market leaders and is an ESOP company. We value diversity, empower our professionals, and provide a comprehensive Total Rewards program.
Equal Opportunity Employment
BDO USA, P.A. is an EO employer M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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