Job Summary:
The BDO National Tax Office (NTO) Advisory practice provides technical leadership and support to firm client service professionals and alliance firms on tax matters, new legislation and Treasury guidance, articles on key tax issues and working with marketing and Tax quality control to ensure high level of information that is disseminated internally and externally. The Tax Senior Manager, National Tax Office, Private Client Services will collaborate amongst NTO professionals and with tax leadership to drive communication efficiencies.
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.
A Tax Senior Manager, National Tax Office - Private Client Services (PCS) will be 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.
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 understanding of tax concepts and knowledge through client engagements and current tax developments.
- Prioritizes and reviews work to keep engagements on track.
- Manages client engagements, supervises, and reviews work of team members.
- 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.
- 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.
- 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.
- 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.
- Analyzes and researches issues 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 required.
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 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; with a focus 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.
Languages:
Other Knowledge, Skills & Abilities:
- Ability to own their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps.
- Able to express themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative.
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