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:
A Private Client Services (PCS) Manager 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.
- Manages tax and consulting engagements and enhance skills allowing you to identify and address 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 your understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and completes tasks both individually and with 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
- 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:
- Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Master’s degree in Accountancy or Taxation, preferred
Experience:
- Five (5) 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:
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
- 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
- Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
- 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: $102,300 - $150,000
New York City/ Valhalla Range: $110,000 - $150,000
Washington Range: $86,000 - $115,000
BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.
- Unparalleled partner-involvement
- Deep industry knowledge and participation
- Geographic coverage across the U.S.
- Cohesive global network
- Focused capabilities across disciplines
BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network.
BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.
Some examples of our Total Rewards offerings include:
- Competitive pay and eligibility for an annual performance bonus.
- A 401k plan plus an employer match
- Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one
- Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays
- Paid Parental Leave
- Adoption Assistance
- Firm paid life insurance
- Wellness programs
- Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance
Above offerings may be subject to eligibility requirements.
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