In-House
Tampa, FL
Attorney in Tampa, FL
Non-practicing Attorney
Min 7 yrs required
No
BDO is currently seeking a Tax Senior Manager, Private Client Services (PCS) to join our growing team in Fort Lauderdale, FL. This role offers a highly competitive salary range with opportunities for advancement and a comprehensive benefits package. As a Tax Senior Manager, you will be responsible for providing tax compliance and consulting services to high net-worth individuals and their families, as well as other clients with complex tax and financial structures.
Key Responsibilities:
- Managing tax and consulting engagements, identifying and addressing client needs, and identifying tax planning and consulting opportunities.
- Acting as the primary client contact for presenting and resolving issues.
- Reviewing complex tax returns and providing feedback to preparers.
- Directly communicating with government agencies for complex matters.
- Identifying technical issues, conducting tax research, and making recommendations to PCS leadership, clients, and advisors.
- Expanding knowledge of tax concepts and staying current with tax developments.
- Prioritizing and reviewing work to keep engagements on track.
- Utilizing analytical, research, and critical thinking skills to assist clients with individual and business decisions.
- Contributing to the firm through billing, recruiting, attending CPE activities, and training.
- Building and maintaining relationships with BDO professionals and external sources.
Qualifications:
- Bachelor's degree in Accounting, Finance, Economics, or Statistics preferred.
- Master's degree in Accountancy or Taxation preferred.
- 7+ years of experience in accounting, finance, or law required.
- Experience in private client services required.
- Prior supervisory experience required.
- Public accounting experience preferred.
- CPA, EA, or equivalent designation required.
- Proficiency in Microsoft Office Suite and tax compliance process software preferred.
- Strong communication, leadership, technical, and business development skills required.
Salary Information:
- California Range: $146,000 - $200,000
- Colorado Range: $120,000 - $185,000
- NYC/Long Island/Westchester Range: $185,000
- Washington Range: $150,000 - $200,000
About BDO:
BDO is a leading accounting and advisory organization with a boutique practice dedicated to serving high net-worth individuals, families, and other clients with complex tax and financial structures. Our Private Client Services Practice is experienced in all aspects of tax consulting and compliance, charitable giving, executive compensation, and more. We are committed to making meaningful connections, fostering curiosity, and making a positive impact in the world. Our employees are valued for their individuality, and we offer opportunities for advancement and flexibility. BDO is proud to be an ESOP company, sharing financial growth with our team. We are dedicated to delivering exceptional experiences and providing insight-driven perspectives to middle market leaders. Join our talented team and help us transform our business and our clients' businesses.
Feb 17, 2025
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Sep 01, 2024
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