Tax Senior 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 SeniorManager, Private Client Services (PCS) is responsible for utilizingtheir educational background and professional experience as well astheir communication, time management, leadership, technical,business development, and people skills to provide tax complianceand consulting services to our high net-worth clients.

Job Duties:

Manages tax and consulting engagements and demonstrates skillsidentifying and addressing client needs, tax planning, andconsulting opportunities Provides Executive presence and acts asthe primary client contact for preparation and presentation ofissues and resolution to clients Reviews complex individual, trust,estate, S-Corp, foundation, partnership, and gift tax returns andprovides written and verbal feedback to preparers Directscommunication with government agencies for matters of the highestcomplexity Identifies technical issues, conducts advanced taxresearch, and develops sound recommendations for PCS leadership,clients, and advisors Expands their understanding of tax conceptsand knowledge through client engagements and current taxdevelopments Prioritizes and reviews work to keep engagements ontrack Utilizes strong analytical, research and critical thinkingskills as well as decision-making skills to assist with clientneeds regarding individual and business decisions Assists withPCS/firm contribution responsibilities including billing,recruiting, attendance and participation in CPE activities andtraining Builds new relationships and maintains existingrelationships with BDO professionals and external sources Otherduties as assigned

Supervisory Responsibilities:

Supervisesassociates and senior associates on all projects Reviews workprepared by associates and senior associates and provide reviewcomments Trains Associates and Seniors how to use all currentsoftware tools Acts as a Career Advisor to associates and seniorassociates Schedules and manages workload of associates and seniorassociates Provides verbal and written performance feedback toassociates and senior associates

Qualifications, Knowledge, Skillsand Abilities:

Education:

Bachelors degree required; major inAccounting, Finance, Economics or Statistics, preferred Masters inAccountancy or Taxation, preferred

Experience:

Seven (7) or moreyears prior experience in accounting, finance, or law, requiredExperience in the private client service area, required Priorsupervisory experience, required Experience working in publicaccounting, preferred

License/Certifications:

Certified PublicAccountant 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 certificationsapplicable to role, preferred

Software:

Proficient in the use ofMicrosoft Office Suite (specifically Word, Excel, and PowerPoint)and Adobe Acrobat, required Experience with tax compliance processsoftware (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep),preferred Experience 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 Interacts directly with clients andtheir advisors; maintains communication with clients even after thework is complete to ensure quality service and maintain arelationship for future work Leadership Manages and monitors keyperformance indicators (KPI’s) as established by the business lineFollows up on assignments and holds others accountable for theirinternal deadlines and administrative responsibilities TechnicalSkills Serves as internal resource and providing guidance to otherpractices on technical matters Works with appropriate departmentswith federal and state taxing agencies to respond to notices andinquiries Business Development Spends time developing their networkof key financial decision makers, referral sources, and recruitsSeizes opportunities for new professional contacts when presented;Actively networks professionally outside of BDO People DevelopmentSupervises, develops and trains employees Acts as a Career Advisor;meets regularly with advisees, adding/updating goals as appropriateDelivers holistic feedback to others and advisees about their jobperformance and career growth; coaches others and advisees to helpthem develop their careers Individual salaries that are offered toa candidate are determined after consideration of numerous factorsincluding but not limited to the candidate’s qualifications,experience, skills, and geography.

California Range:

$146,000•$200,000

Colorado Range:

$120,000•$185,000

Illinois Range:

$140,000•$190,000

Maryland Range:

$152,000•$188,000

Massachusetts Range:

$165,000•$205,000

Minnesota Range:

$130,000•$190,000

New Jersey Range:

$150,000•$200,000

NYC/LongIsland/Westchester Range:

$175,000•$205,000

Washington Range:

$150,000•$200,000

Washington DC Range:

$156,000•$200,000 AboutUs Join us at BDO, where you will find more than a career, you’llfind a place where your work is impactful, and you are valued foryour individuality. We offer flexibility and opportunities foradvancement. Our culture is centered around making meaningfulconnections, approaching interactions with curiosity, and beingtrue to yourself, all while making a positive difference in theworld. At BDO, our purpose of helping people thrive every day is atthe heart of everything we do. Together, we are focused ondelivering exceptional and sustainable outcomes and value for ourpeople, our clients, and our communities. BDO is proud to be anESOP company, reflecting a culture that puts people first, bysharing financially in our growth in value with our U.S. team. BDOprofessionals provide assurance, tax and advisory services for adiverse range of clients across the U.S. and in over 160 countriesthrough our global organization. BDO is the first large accountingand advisory organization to implement an Employee Stock OwnershipPlan (ESOP). A qualified retirement plan, the ESOP offersparticipants a stake in the firm’s success through beneficialownership and a unique opportunity to enhance their financialwell-being. The ESOP stands as a compelling addition to ourcomprehensive compensation and Total Rewards benefits• offerings.

The annual allocation to the ESOP is fully funded by BDO throughinvestments in company stock and grants employees the chance togrow their wealth over time as their shares vest and grow in valuewith the firm’s success, with no employee contributions. We arecommitted to delivering exceptional experiences to middle marketleaders by sharing insight-driven perspectives, helping companiestake business as usual to better than usual. With industryknowledge and experience, a breadth and depth of resources, andunwavering commitment to quality, we pride ourselves on: Welcomingdiverse perspectives and understanding the experience of ourprofessionals and clients Empowering team members to explore theirfull 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