Tax Senior Manager

Description

Job Summary:

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.

Job Duties:

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• 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
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• Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
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• Contributes to client satisfaction by providing timely services and work product
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• Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
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• Tax Compliance\n
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  • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and
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  • self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)
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  • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
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  • Plans and reviews the tax process and the procedures to be performed to include:
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  • Budgeting and staffing
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  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
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  • Timely billing including management of identified out-of-scope activity and communication to client
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  • Timely collection of A/R
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  • Manages client relationships/expectations in accordance with the project
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  • Provides advice to clients in a timely manner;
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• Research\n
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  • Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
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  • Applies most Firm and professional standards for preparation of WTA and tax returns
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  • Involves firm specialists, as appropriate
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• Strategy Development\n
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  • 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
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  • Reviews studies of tax implications and offers clients alternative courses of action
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  • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
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• Other duties as required
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Supervisory Responsibilities:

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• 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
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• Supervises associates and senior associates on all projects
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• Reviews work prepared by associates and senior associates and provide review comments
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• Trains Associates and Seniors how to use all current software tools
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• Acts as a Career Advisor to associates and senior associates
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• Schedules and manages workload of associates and senior associates
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• Provides verbal and written performance feedback to associates and senior associate
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Qualifications, Knowledge, Skills and Abilities:

Education:

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• Bachelors degree in Accounting or other relevant field required
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• Masters degree in Accounting or Taxation preferred
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Experience:

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• 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
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License/Certifications:

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• CPA certification required
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• Certified financial planning license or Professional financial planning license preferred
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Software:

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• Proficient in Microsoft Office Suite
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Language:

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• N/A
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Other Knowledge, Skills & Abilities:

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• Detailed oriented
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• Excellent written and verbal communication skills
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• Ability to work independently and in a team environment
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• Ability to effectively delegate work as needed
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• Strong analytical, research and critical thinking skills as well as decision-making skills
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• Capable of developing and managing a team of tax professionals
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• Capable of effectively developing and maintaining client relationships
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• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
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