Tax Senior Manager, Private Client Services

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    "ExternalDescriptionStr": "<p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong><u>Job Summary:</u></strong></span></p><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">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.</span></p><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">A Tax Senior Manager, Private Client Services (PCS) 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. </span></p><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong><u>Job Duties:</u></strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Directs communication with government agencies for matters of the highest complexity</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Expands their understanding of tax concepts and knowledge through client engagements and current tax developments</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Prioritizes and  reviews work to keep engagements on track </span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Builds new relationships and maintains existing relationships with BDO professionals and external sources</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Other duties as assigned</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Supervisory Responsibilities:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Supervises associates and senior associates on all projects</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Reviews work prepared by associates and senior associates and provide review comments</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Trains Associates and Seniors how to use all current software tools</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Acts as a Career Advisor to associates and senior associates</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Schedules and manages workload of associates and senior associates</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Provides verbal and written performance feedback to associates and senior associates</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"> </span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong><u>Qualifications, Knowledge, Skills and Abilities:</u></strong></span></p><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Education:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Masters in Accountancy or Taxation, preferred</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Experience:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Seven (7) or more years prior experience in accounting, finance, or law, required</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Experience in the private client service area, required</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Prior supervisory experience, required</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Experience working in public accounting, preferred</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>License/Certifications:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">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</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Possession of other professional degrees or certifications applicable to role, preferred</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Software:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Languages:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">N/A</span></li></ul><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\"><strong>Other Knowledge, Skills &amp; Abilities:</strong></span></p><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Initiative</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Manages client engagements, supervises, and reviews work of team members</span></li></ul></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Communication</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work </span></li></ul></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Leadership</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Manages and monitors key performance indicators (KPI’s) as established by the business line</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities</span></li></ul></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Technical Skills</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Serves as internal resource and providing guidance to other practices on technical matters</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries</span></li></ul></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Business Development</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Spends time developing their network of key financial decision makers, referral sources, and recruits</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO</span></li></ul></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">People Development</span><ul><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Supervises, develops and trains employees</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate</span></li><li><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers</span></li></ul></li></ul><p> </p><p><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">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.</span></p><p><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">California Range:  $146,000 - $200,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Colorado Range:  $120,000 - $185,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Illinois Range:  $140,000 - $190,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Maryland Range:  $150,000 - $180,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Massachusetts Range:  $150,000 - $206,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Minnesota Range:  $130,000 - $190,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">New Jersey Range:  $155,000 - $200,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Ohio Range:  $125,000 - $200,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">NYC/Long Island/Westchester Range:  $180,000 - $225,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Washington Range:  $150,000 - $200,000</span><br /><span style=\"font-family:'arial' , 'helvetica' , sans-serif\">Washington DC Range:  $162,000 - $190,000</span></p>",
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