BDO · 3 months ago
Tax Manager, Private Client Services
200 Park Avenue, New York, NY, 10166, US
Full-time
Onsite
Mid, Senior Level
$125K/yr - $160K/yr
5+ years expBDO is a boutique practice within the firm focused on providing high touch services to high net-worth individuals. The Tax Manager will utilize their expertise to manage tax compliance and consulting services, ensuring high-quality support for clients with complex financial structures.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
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
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
Qualification
Required
Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
Five (5) or more years prior experience in accounting, finance, or law, required
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
Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
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
Preferred
Master's degree in Accountancy or Taxation, preferred
Experience working in public accounting, or the private client service area, preferred
Possession of other professional degrees or certifications applicable to role, preferred
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
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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