Attorney in Indianapolis, IN

In-House

Indianapolis, IN

Attorney in Indianapolis, IN

Non-practicing Attorney

No

1919 McKinney Ave, Dallas, TX, 75201, US 7900 Tysons One Place, McLean, VA, 22102, US 100 Park Ave, New York, NY, 10017, US 999 Peachtree St NE, Atlanta, GA, 30309, US 1801 California St, Denver, CO, 80202, US 191 North Wacker Drive, Chicago, IL, 60606, US 401 Commerce St, Nashville, TN, 37219, US 111 Monument Circle, Indianapolis, IN, 46204, US 805 Third Avenue, New York, NY, 10022, US 1300 Post Oak Blvd, Houston, TX, 77056, US 201 N Tryon St, Charlotte, NC, 28202, US 600 17th St., Denver, CO, 80202, US 191 Peachtree St, Atlanta, GA, 30303, US 50 West Broad Street, Columbus, OH, 43215, US 440 S LaSalle St, Chicago, IL, 60605, US 135 Main Street, Suite 1400, San Francisco, CA, 94105, US 1114 Avenue of the Americas, New York, NY, 10036, US 401 N Michigan Ave, Chicago, IL, 60611, US 951 Yamato Road, Suite 100, Boca Raton, FL, 33431, US 1350 Avenue of the Americas, New York, NY, 10019, US 1201 Third Avenue, Suite 2200, Seattle, WA, 98101, US 111 SW Columbia St, Portland, OR, 97201, US 1 East Washington St, Phoenix, AZ, 85004, US 818 Stewart Street, Seattle, WA, 98101, US 4300 N. Miller Rd., Scottsdale, AZ, 85251, US 600 S. Cherry Street, Suite 1100, Denver, CO, 80246, US 1250 Connecticut Ave NW, Washington, DC, 20036, US



Job Summary:
- Seeking a Tax Senior Manager for Private Client Services at BDO, a boutique practice within the firm
- Responsible for providing tax compliance and consulting services to high net-worth clients
- Manages tax and consulting engagements, identifies and addresses client needs, and provides written and verbal feedback to preparers
- Acts as the primary client contact and maintains communication to ensure quality service and maintain relationships
- Supervises associates and senior associates, reviews work, and provides performance feedback
- Requires a Bachelor's degree in Accounting, Finance, Economics, or Statistics, and seven or more years of experience in accounting, finance, or law
- Must possess a Certified Public Accountant (CPA) credential, Internal Revenue Service Enrolled Agent (EA) credential, Attorney (admitted to practice in a . jurisdiction), or the equivalent
- Proficient in Microsoft Office Suite and tax compliance process software and research tools
- Offers a competitive salary range based on qualifications, experience, skills, and location

Key Responsibilities:
- Manages tax and consulting engagements and identifies and addresses client needs
- Acts as the primary client contact and provides feedback to preparers
- Supervises associates and senior associates, reviews their work, and provides performance feedback
- Prioritizes and reviews work to keep engagements on track
- Expands understanding of tax concepts and knowledge through client engagements and current tax developments
- Utilizes strong analytical, research, and critical thinking skills to assist with client needs regarding individual and business decisions
- Builds and maintains relationships with BDO professionals and external sources
- Assists with firm contribution responsibilities, including billing, recruiting, and participation in CPE activities and training

Qualifications:
- Bachelor's degree in Accounting, Finance, Economics, or Statistics required; Master's in Accountancy or Taxation preferred
- Seven or more years of experience in accounting, finance, or law required
- Prior experience in private client services and supervisory experience required
- Experience working in public accounting preferred
- Must possess a CPA, EA, or Attorney credential
- Proficient in Microsoft Office Suite and tax compliance process software and research tools

About BDO:
- BDO is a leading accounting and advisory organization with a boutique Private Client Services practice
- Committed to delivering exceptional experiences to middle market leaders
- Offers flexibility, opportunities for advancement, and a culture centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself
- Purpose of helping people thrive every day is at the heart of everything BDO does
- Offers BDO Total Rewards, including an Employee Stock Ownership Plan (ESOP) and comprehensive compensation and benefits packages
- Equal Opportunity Employer, including disability/vets

Salary Information:
- Individual salaries offered to candidates are determined based on qualifications, experience, skills, and location
- Competitive salary ranges offered in various locations, including California, Colorado, Illinois, Maryland, Minnesota, New York City/Long Island/Westchester, Washington, and Washington DC

Education and Experience Requirements:
- Bachelor's degree in Accounting, Finance, Economics, or Statistics required; Master's in Accountancy or Taxation preferred
- Seven or more years of experience in accounting, finance, or law required
- Prior experience in private client services and supervisory experience required
- Experience working in public accounting preferred
- Must possess a CPA, EA, or Attorney credential

Software Requirements:
- Proficient in Microsoft Office Suite and tax compliance process software and research tools

Language Requirements:
- None

Other Requirements:
- Strong communication, time management, leadership, technical, business development, and people skills
- Ability to manage tax and consulting engagements, prioritize and review work, and expand understanding of tax concepts and knowledge