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    Tax Senior Manager, Private Client Services - Nashville, United States - BDO

    BDO
    BDO Nashville, United States

    2 weeks ago

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    Description

    Job Summary:


    The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients.


    Job Duties:

    • Performs Tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns
    • Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
    • Contributes to client satisfaction by providing timely services and work product
    • Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
    • Tax Compliance
    • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and
    * self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")

    • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
    • Plans and reviews the tax process and the procedures to be performed to include:
    • Budgeting and staffing
    • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
    • Timely billing including management of identified out-of-scope activity and communication to client
    • Timely collection of A/R
    • Manages client relationships/expectations in accordance with the project
    • Provides advice to clients in a timely manner;
    • Research
    • Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
    • Applies most Firm and professional standards for preparation of WTA and tax returns
    • Involves firm specialists, as appropriate
    • Strategy Development
    • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
    • Reviews studies of tax implications and offers clients alternative courses of action
    • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
    • Other duties as required

    Supervisory Responsibilities:

    • Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
    • 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 associate

    Qualifications, Knowledge, Skills and Abilities:

    Education:

    • Bachelors degree in Accounting or other relevant field required
    • Masters degree in Accounting or Taxation preferred

    Experience:

    • 8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients

    License/Certifications:

    • CPA certification required
    • Certified financial planning license or Professional financial planning license preferred

    Software:

    • Proficient in Microsoft Office Suite

    Language:

    • N/A

    Other Knowledge, Skills & Abilities:

    • Detailed oriented
    • Excellent written and verbal communication skills
    • Ability to work independently and in a team environment
    • Ability to effectively delegate work as needed
    • Strong analytical, research and critical thinking skills as well as decision-making skills
    • Capable of developing and managing a team of tax professionals
    • Capable of effectively developing and maintaining client relationships
    • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
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