In-House

Melville, NY, United States

Tax Senior Manager, Private Client Services

Non-practicing Attorney

Min 7 yrs required

Full-time

No

26 1300 Concord Terrace, Sunrise, FL, 33323, US 27 805 Third Avenue, Suite 2800, Seattle, WA, 98104, US 28 Tax Senior Manager, Private Client Services needed in New York, NY at BDO. This is a full-time position in the Generalist category with a posting date of 08/28/2024. The ideal candidate will have a Bachelor's degree in Accounting, Finance, Economics or Statistics, with a preference for a Master's in Accountancy or Taxation. They will also have seven or more years of experience in accounting, finance, or law, with prior supervisory experience and experience in the private client service area. A Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a . jurisdiction), or the equivalent of one of these designations is required, with additional professional degrees or certifications applicable to the role preferred. The salary range for this position is $120,000 - $200,000, with specific salaries determined based on qualifications, experience, skills, and location. This position offers opportunities for advancement and a comprehensive Total Rewards benefits package, including an Employee Stock Ownership Plan (ESOP) that offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. Key responsibilities for this role include managing tax and consulting engagements, providing executive presence and acting as the primary client contact, reviewing complex tax returns and providing feedback, conducting tax research and developing recommendations, and prioritizing and reviewing work to keep engagements on track. The individual in this role will also supervise and train associates and senior associates, act as a Career Advisor, and participate in business development and people development activities. Requirements for this position include strong communication, leadership, technical, and people skills, as well as proficiency in Microsoft Office Suite and experience with tax compliance and research software. The ideal candidate will also demonstrate initiative, strong decision-making skills, and a commitment to their own career and technical development. They will also possess the ability to build and maintain relationships with clients and other professionals. BDO is a top accounting and advisory firm, committed to helping people thrive every day through exceptional and sustainable outcomes and value for our people, clients, and communities. We welcome diverse perspectives and empower team members to explore their full potential. Our talented team brings varying skills, knowledge, and experience to proactively help our clients navigate complex challenges and opportunities. We also celebrate ingenuity and innovation to transform our business and help our clients transform theirs. Our focus on resilience and sustainability allows us to positively impact our people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first and shares financially in our growth in value with our . team. BDO is an Equal Opportunity Employer, including disability/vets. To apply for this position, click here.

job duties: manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities provides executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients reviews complex individual, trust, estate, s-corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers 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, clients, and advisors expands their understanding of tax concepts and knowledge through client engagements and current tax developments prioritizes and reviews work to keep engagements on track utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions 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 other duties as assigned supervisory responsibilities: 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 qualifications, knowledge, skills and abilities: education: bachelors degree required; major in accounting, finance, economics or statistics, preferred masters in accountancy or taxation, preferred experience: seven (7) or more years prior experience in accounting, finance, or law, required experience in the private client service area, required prior supervisory experience, required experience working in public accounting, preferred license/certifications: certified public accountant credential, internal revenue service enrolled agent (“ea”) credential, attorney (admitted to practice in a u. jurisdiction), or the equivalent of one of these designations, required possession of 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), preferred experience with tax research tools (bna portfolio, cch intelliconnect, checkpoint and lexis nexis), preferred languages: n/a other knowledge, skills & abilities: 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 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 leadership manages and monitors key performance indicators (kpi’s) as established by the business line follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities technical skills serves as internal resource and providing guidance to other practices on technical matters works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries business development spends time developing their network of key financial decision makers, referral sources, and recruits seizes opportunities for new professional contacts when presented; actively networks professionally outside of bdo people development supervises, develops and trains employees acts as a career advisor; meets regularly with advisees, adding/updating goals as appropriate delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers 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

Legal

Hiring Coordinator
BDO USA LLP
401 Broadhollow Road
Suite 201
Melville, NY 11747