Tax Manager, Private Client Services
BDO
- Richmond, VA
- $102,300-150,000 per year
- Permanent
- Full-time
- 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
- Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Master's degree in Accountancy or Taxation, preferred
- 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
- 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
- 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
- N/A
- 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
New York City/ Valhalla Range: $110,000 - $150,000
Washington Range: $86,000 - $115,000About Us: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
- 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