Travel Percentage 20%
Job Title: Tax Manager, Private Client Services
Location: McLean, VA, United States and 1 more
Job Type: Full-time
Salary Range: $90,000 - $150,000 (depending on location and qualifications)
Job Category: Tax and Consulting Services
Experience: 5+ years in accounting, finance, or law preferred
Education: Bachelor's degree (major in Accounting, Finance, Economics, or Statistics preferred); Master's degree in Accountancy or Taxation preferred
License/Certifications: CPA, EA, Attorney (admitted to practice in a . jurisdiction) or equivalent preferred
Software Skills: Microsoft Office Suite (Word, Excel, PowerPoint), Adobe Acrobat, tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint, Lexis Nexis)
Job Schedule: Full-time, with 20% travel required
Department: Private Client Services Practice at BDO
Job Summary:
BDO's Private Client Services is a boutique practice within the firm that specializes in providing high touch tax and financial services to high net-worth individuals, families, executives, athletes, and entertainers. As a Tax Manager, Private Client Services, you will use your educational background and professional experience to provide tax compliance and consulting services to our clients. You will also have the opportunity to work directly with clients, develop your technical and leadership skills, and contribute to business development efforts.
Job Duties:
- Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities
- Work directly with clients and their advisors to gather information for tax returns
- Review individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provide feedback to staff and interns
- Communicate with government agencies for complex matters
- Identify technical issues, conduct tax research, and provide recommendations to PCS leadership
- Develop understanding of tax concepts and stay updated on current tax developments
- Prioritize and complete tasks individually and with a team
- Assist with PCS/firm contribution responsibilities, including billing, recruiting, and training
- Build and maintain relationships with BDO professionals and external sources
Supervisory Responsibilities:
- Supervise associates and senior associates on all projects
- Review work prepared by associates and senior associates and provide feedback
- Train associates and seniors on software tools
- Act as a Career Advisor to associates and senior associates
- Schedule and manage workload of associates and senior associates
- Provide performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree required; major in Accounting, Finance, Economics, or Statistics preferred
- Master's degree in Accountancy or Taxation preferred
Experience:
- 5+ years prior experience in accounting, finance, or law required
- Experience in public accounting or private client services preferred
License/Certifications:
- CPA, EA, Attorney (admitted to practice in a . jurisdiction), or equivalent preferred
- Possession of other professional degrees or certifications applicable to role preferred
Software:
- Proficient in Microsoft Office Suite (Word, Excel, 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, Lexis Nexis) preferred
Other Knowledge, Skills & Abilities:
- Initiative:
- Takes ownership of career and technical development, actively seeks out learning opportunities, manages client engagements, and supervises team members
- Communication:
- Effectively expresses complex thoughts verbally and in writing, maintains communication with clients, and resolves service issues in a timely manner
- Leadership:
- Supports a collaborative and team-oriented environment, acts as primary client contact for return preparation, and coordinates with clients and engagement team on tax matters
- Business Development:
- Seizes opportunities for new professional contacts, actively networks outside of BDO, and involves firm specialists and other business lines to increase cross-service opportunities
- People Development:
- Supervises, develops, and trains employees, acts as a mentor, and provides performance feedback
Salary Information (depending on location and qualifications):
- California Range: $112,000 - $150,000
- Colorado Range: $90,000 - $130,000
- Illinois Range: $105,000 - $130,000
- Maryland Range: $111,000 - $122,000
- Minnesota Range: $90,000 - $120,000
- NYC/Long Island/Westchester Range: $120,000 - $150,000
- Washington Range: $110,000 - $125,000
- Washington DC Range: $123,000 - $139,000
About BDO:
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves while making a positive difference in the world. We offer flexibility, opportunities for advancement, and a culture that puts people first.
BDO is proud to be an ESOP company, reflecting a culture that values and invests in its people. Our professionals provide assurance, tax, and advisory services to a diverse range of clients across the . and in over 160 countries through our global organization.
Our Total Rewards package includes not only traditional benefits but also an Employee Stock Ownership Plan (ESOP), which offers employees a stake in the firm's success and the opportunity to grow their wealth over time. We are committed to delivering exceptional experiences to our clients and our employees, and we are focused on sustainability, innovation, and diversity.
Join us at BDO, where
