Sign upLog in

Tax Experienced Manager, Private Client Services

BDO USA, LLP

Seattle, WA

Apply
JOB DETAILS
JOB TYPE
Full-time, Employee
SKILLS
Accounting, Adobe Acrobat, Billing, Business Development, Career Development, Cash Flow, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Service Management, Customer Support/Service, Data Collection, Develop and Maintain Customers, Economics, Establish Priorities, Finance, Financial Regulations, Geography, Government, High Net Worth, IRS (Internal Revenue Service), Identify Issues, Interpersonal Skills, Leadership, LexisNexis, Life Insurance, Mentoring, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Performance Analysis, Performance Metrics, Presentation/Verbal Skills, Private Client Services, Problem Solving Skills, Public Accounting, Research & Development (R&D), Research Skills, Resolve Customer Issues, Sales Management, Staff Training, Statistics, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Player, Time Management
LOCATION
Seattle, WA
POSTED
30+ days ago
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.

A Tax Experienced Manager, Private Client Services is 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 Description:


Manages tax and consulting engagements and enhances skills identifying and addressing client needs, tax planning, and consulting opportunities
Works directly with clients and their advisors to gather information needed to prepare tax returns
Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
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
Develops and expands their understanding of tax concepts and knowledge through client engagements and current tax developments
Prioritizes and completes tasks both individually and as part of a team.
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

Supervisory Responsibilities:


Supervises associates and senior associates on all projects
Schedules and manages workload of associates and senior associates
Reviews work prepared by associates and senior associates and provide review comments
Trains Associates and Seniors how to use all current software tools
May act as a Career Advisor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates

Qualifications, Knowledge, Skills, and Abilities:

Education:


Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Master's degree in Accountancy or Taxation, preferred

Experience:


Six (6) or more years prior experience in accounting, finance, or law, required
Experience working in public accounting, or the private client service area, 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:


N/A

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
Manages client engagements, supervises, and reviews work of team members

Communication

Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
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
Resolves client service issues in a timely and acceptable manner

Leadership

Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolution to clients
Manages and monitors key performance indicators (KPI's) as established by the business line

Business Development

Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
Involves firm specialists and other business lines to increase cross service opportunities

People Development

Supervises, develops and trains employees
Acts as a mentor to associates and senior associates
Provides verbal and written performance feedback to associates and senior associates


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.

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $170,000 - $185,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000

All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.

About the Company

B

BDO USA, LLP