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, work 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 pursuing 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, and
  • 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
  • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
  • Timely billing including management of identified out-of-scope activity and communication to client
  • 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 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 associate

Qualifications, Knowledge, Skills and Abilities:

Education:

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

• N/A

Other Knowledge, Skills & Abilities:

• Detailed 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