Tax Manager, Private Client Services Position Available In Montgomery, Pennsylvania

Job Description:

Private Client Services at BDO is a boutique practice within ourfirm. Offering a high touch approach, we have extensive experienceserving high net-worth individuals, their families, family offices,C-Suite executives, athletes, entertainers, as well as other peoplewith complicated tax and financial structures. The Private ClientServices Practice is experienced in all aspects of estate, income,gift, and trust tax consulting and compliance; charitable givingand philanthropic foundations; executive compensation; andcash-flow, retirement, and life insurance planning. A Tax Manager,Private Client Services is responsible for utilizing theireducational background and professional experience as well as theircommunication, time management, leadership, technical, businessdevelopment, and people skills to provide tax compliance andconsulting services to our high net-worth clients.

Job Duties:

Manages tax and consulting engagements and enhance skills allowingyou to identify and address client needs, tax planning, andconsulting opportunities Works directly with clients and theiradvisors to gather information needed to prepare tax returnsReviews individual, trust, estate, S-Corp, foundation, partnership,and gift tax returns and provides written and verbal feedback tostaff and interns Directs communication with government agenciesfor matters of the highest complexity Identifies technical issues,conducts advanced tax research, and develops sound recommendationsfor PCS leadership Develops and expands your understanding of taxconcepts and knowledge through client engagements and current taxdevelopments Prioritizes and completes tasks both individually andwith a team Assists with PCS/firm contribution responsibilitiesincluding billing, recruiting, attendance and participation in CPEactivities and training Builds new relationships and maintainsexisting relationships with BDO professionals and external sources

Supervisory Responsibilities:

Supervises associates and seniorassociates on all projects Reviews work prepared by associates andsenior associates and provide review comments Trains Associates andSeniors how to use all current software tools Acts as a CareerAdvisor to associates and senior associates Schedules and managesworkload of associates and senior associates Provides verbal andwritten 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 Accountancyor Taxation, preferred

Experience:

Five (5) or more years priorexperience in accounting, finance, or law, required Experienceworking in public accounting, or the private client service area,preferred

License/Certifications:

Certified Public Accountantcredential, 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 Possessionof 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), preferredExperience with tax research tools (BNA Portfolio, CCHIntelliConnect, Checkpoint and Lexis Nexis), preferred

Languages:

N/A Other Knowledge, Skills & Abilities:

Initiative Owns their owncareer and technical development; demonstrates self-awareness,actively pursues projects and learning experiences to fill in theirtechnical knowledge gaps Manages client engagements, supervises,and reviews work of team members Communication Expresses themselveseffectively verbally and in writing; takes complex thoughts,synthesizes them into works using clear, concise language, andpresents a cohesive narrative Maintains communication with clientseven after the work is complete to ensure quality service andmaintain a relationship for future work Resolves client serviceissues in a timely and acceptable manner Leadership Supports acollaborative and team-oriented environment while pushingthemselves, their peers, and their teams for strong results andquality work Ability to act as primary client contact for returnpreparation and coordination with client and engagement team onother client tax matters Business Development Seizes opportunitiesfor new professional contacts when presented; Actively networksprofessionally outside of BDO Involves firm specialists and otherbusiness lines to increase cross service opportunities PeopleDevelopment Supervises, develops, and trains employees Acts as amentor to associates and senior associates Provides verbal andwritten performance feedback to associates and senior associatesIndividual salaries that are offered to a candidate are determinedafter consideration of numerous factors including but not limitedto the candidate’s qualifications, experience, skills, andgeography.

California Range:

$112,000•$150,000

Colorado Range:

$111,500•130,000

Illinois Range:

$105,000•$130,000

MarylandRange:

$111,000•$122,000

Massachusetts Range:

$115,000•$130,000

Minnesota Range:

$90,000•$120,000

New Jersey Range:

$110,000•$145,000

NYC/Long Island/Westchester Range:

$120,000•$150,000

Washington Range:

$110,000•$125,000

Washington DC Range:

$123,000•$139,000 About Us Join us at BDO, where you will find more than acareer, you’ll find a place where your work is impactful, and youare valued for your individuality. We offer flexibility andopportunities for advancement. Our culture is centered aroundmaking meaningful connections, approaching interactions withcuriosity, and being true to yourself, all while making a positivedifference in the world. At BDO, our purpose of helping peoplethrive every day is at the heart of everything we do. Together, weare focused on delivering exceptional and sustainable outcomes andvalue for our people, our clients, and our communities. BDO isproud to be an ESOP company, reflecting a culture that puts peoplefirst, by sharing financially in our growth in value with our U.S.team. BDO professionals provide assurance, tax and advisoryservices for a diverse range of clients across the U.S. and in over160 countries through our global organization. BDO is the firstlarge accounting and advisory organization to implement an EmployeeStock Ownership Plan (ESOP). A qualified retirement plan, the ESOPoffers participants a stake in the firm’s success throughbeneficial ownership and a unique opportunity to enhance theirfinancial well-being. The ESOP stands as a compelling addition toour comprehensive compensation and Total Rewards benefits•offerings. The annual allocation to the ESOP is fully funded by BDOthrough investments in company stock and grants employees thechance to grow their wealth over time as their shares vest and growin value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middlemarket leaders by sharing insight-driven perspectives, helpingcompanies take business as usual to better than usual. Withindustry knowledge and experience, a breadth and depth ofresources, and unwavering commitment to quality, we pride ourselveson: Welcoming diverse perspectives and understanding the experienceof our professionals and clients Empowering team members to exploretheir full potential Our talented team who brings varying skills,knowledge and experience to proactively help our clients navigatean expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business andhelp our clients transform theirs Focus on resilience andsustainability to positively impact our people, clients, andcommunities BDO Total Rewards that encompass so much more thantraditional “benefits.” •Benefits may be subject to eligibilityrequirements. Equal Opportunity Employer, includingdisability/vets