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:
- 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 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:
- 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.
- Communication: Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
- Leadership: Manages and monitors key performance indicators (KPI's) as established by the business line.
- Business Development: Spends time developing their network of key financial decision makers, referral sources, and recruits.
- People Development: Supervises, develops and trains employees; acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate.
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.
New York City/ Valhalla Range: $140,000 - $200,000
#J-18808-Ljbffr
