BDO USA, LLP
Tax Senior Manager, Private Client Services
BDO USA, LLP, San Diego, California, United States
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.
This role will work a sporadic and fluctuating schedule.
Job Duties: A Tax Senior 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.
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 preparers
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 senior associates 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
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
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
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
People Development:
Supervises, develops and trains employees
Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
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This role will work a sporadic and fluctuating schedule.
Job Duties: A Tax Senior 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.
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 preparers
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 senior associates 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
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
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
Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
People Development:
Supervises, develops and trains employees
Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate
Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers
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