Tax Manager, Private Client Services
Company: BDO International
Location: Columbus
Posted on: May 8, 2024
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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.Job Duties:A Private Client Services (PCS)
Manager 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
enhance skills allowing you to identify and address client needs,
tax planning, and consulting opportunitiesWorks directly with
clients and their advisors to gather information needed to prepare
tax returnsReviews individual, trust, estate, S-Corp, foundation,
partnership, and gift tax returns and provides written and verbal
feedback to staff and internsDirects communication with government
agencies for matters of the highest complexityIdentifies technical
issues, conducts advanced tax research, and develops sound
recommendations for PCS leadershipDevelops and expands your
understanding of tax concepts and knowledge through client
engagements and current tax developmentsPrioritizes and completes
tasks both individually and with a teamAssists with PCS/firm
contribution responsibilities including billing, recruiting,
attendance and participation in CPE activities and trainingBuilds
new relationships and maintains existing relationships with BDO
professionals and external sourcesSupervisory
Responsibilities:Supervises associates and senior associates on all
projectsReviews work prepared by associates and senior associates
and provide review commentsTrains Associates and Seniors how to use
all current software toolsActs as a Career Advisor to associates
and senior associatesSchedules and manages workload of associates
and senior associatesProvides verbal and written performance
feedback to associates and senior associatesQualifications,
Knowledge, Skills and Abilities:Education:Bachelor's degree,
required; major in Accounting, Finance, Economics, or Statistics,
preferredMaster's degree in Accountancy or Taxation,
preferredExperience:Five (5) or more years prior experience in
accounting, finance, or law, requiredExperience working in public
accounting, or the private client service area,
preferredLicense/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, requiredPossession
of other professional degrees or certifications applicable to role,
preferredSoftware:Proficient in the use of Microsoft Office Suite
(specifically Word, Excel, and PowerPoint) and Adobe Acrobat,
requiredExperience with tax compliance process software (GoSystems,
BNA Tax Planner, GoFileRoom, SurePrep), preferredExperience with
tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint
and Lexis Nexis), preferredLanguages:N/AOther Knowledge, Skills &
Abilities:InitiativeOwns their own career and technical
development; demonstrates self-awareness, actively pursues projects
and learning experiences to fill in their technical knowledge
gapsManages client engagements, supervises, and reviews work of
team membersCommunicationExpresses themselves effectively verbally
and in writing; takes complex thoughts, synthesizes them into works
using clear, concise language, and presents a cohesive
narrativeMaintains 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 mannerLeadershipSupports a collaborative and
team-oriented environment while pushing themselves, their peers,
and their teams for strong results and quality workAbility to act
as primary client contact for return preparation and coordination
with client and engagement team on other client tax mattersBusiness
DevelopmentSeizes opportunities for new professional contacts when
presented; Actively networks professionally outside of BDOInvolves
firm specialists and other business lines to increase cross service
opportunitiesPeople DevelopmentSupervises, develops, and trains
employeesActs as a mentor to associates and senior
associatesProvides verbal and written performance feedback to
associates and senior associates---------------------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: $102,300 - $150,000 - New York City/
Valhalla Range: $110,000 - $150,000 Washington Range: $86,000 -
$115,000 -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*
offerings. 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 clientsEmpowering team members to explore
their full potentialOur talented team who brings varying skills,
knowledge and experience to proactively help our clients navigate
an expanding array of complex challenges and
opportunitiesCelebrating ingenuity and innovation to transform our
business and help our clients transform theirsFocus on resilience
and sustainability to positively impact our people, clients, and
communities*Benefits may be subject to eligibility
requirements.Equal Opportunity Employer, including
disability/vetsClick here to find out more!Full timePosting Date:
2024-02-16
Keywords: BDO International, East Lake , Tax Manager, Private Client Services, Accounting, Auditing , Columbus, Florida
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