Senior Manager · National
BDO · Boston, Massachusetts
Apply on BDO's site →Goes straight to the employer's own hiring page. We never sit in between.
Manage and review complex tax compliance and consulting for high net worth individuals families and related entities.
Worth knowing: Requires CPA or EA or attorney credential
“We provide pre-approved programs across our 100+ offices, mentorship and support, reimbursement of exam fees, enrollment in Canada’s leading CFE prep course, and flexible options for study leave in order for you to be successful.”
Company: Job title: Tax Senior Manager, Private Client Services Location: Boston, MA, United States Job Summary: 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. 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. 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...
Every job links to the employer's own site. This job board is free: no ads, no account.