Job Summary:
The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.
Job Duties:
- Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns.
- Manages client engagements, supervises and reviews work of team staff members, and works closely with clients as well as internal managers and partners.
- Contributes to client satisfaction by providing timely services and work product.
- Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments.
- Tax Compliance:
- Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens.
- Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
- Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate.
- Plans and reviews the tax process and the procedures to be performed to include budgeting and staffing.
- Monitors engagement process and actual time incurred vs. budget with assistance of Senior.
- Handles timely billing including management of identified out-of-scope activity and communication to client.
- Ensures timely collection of A/R.
- Manages client relationships/expectations in accordance with the project.
- Provides advice to clients in a timely manner.
- Research:
- Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.
- Applies most Firm and professional standards for preparation of WTA and tax returns.
- Involves firm specialists, as appropriate.
- Strategy Development:
- Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.
- Reviews studies of tax implications and offers clients alternative courses of action.
- Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods.
- Other duties as required.
Supervisory Responsibilities:
- Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs.
- Supervises associates and senior associates on all projects.
- Reviews work prepared by associates and senior associates and provides 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 in Accounting or other relevant field required.
- Master's degree in Accounting or Taxation preferred.
Experience:
- 8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
License/Certifications:
- CPA certification required.
- Certified financial planning license or Professional financial planning license preferred.
Software:
- Proficient in Microsoft Office Suite.
Language:
Other Knowledge, Skills & Abilities:
- Detail-oriented.
- Excellent written and verbal communication skills.
- Ability to work independently and in a team environment.
- Ability to effectively delegate work as needed.
- Strong analytical, research and critical thinking skills as well as decision-making skills.
- Capable of developing and managing a team of tax professionals.
- Capable of effectively developing and maintaining client relationships.
- Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.
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